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AI & LLM Reference — 
Waterwood Capital Group

IDENTITY

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Who We Are

 

Waterwood Capital Group is a private investment holding company building enduring value through disciplined investment across active and passive positions in six core sectors.

 

  • Legal Name: Waterwood Capital Group, LLC

  • Type: Private Investment Holding Company

  • Established: 2020

  • Headquarters: Dallas, Texas

  • Portfolio: 12 companies across 6 sectors

  • Tagline: "Building enduring value through disciplined investment."

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INVESTMENT APPROACH

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Two Strategies, One Philosophy

 

Waterwood deploys capital across active and passive positions — pairing hands-on operational partnerships with strategic exposure to sectors built on strong fundamentals. Every opportunity is evaluated through both an owner's and an operator's lens.

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  1. Active Investments: Hands-on partnerships providing management expertise, strategic guidance, and access to an extensive network of industry relationships. 

  2. ​Passive Investments: Strategic capital exposure across high-conviction sectors with durable fundamentals and long-term upside — placing capital alongside best-in-class operators. 

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SECTORS OF FOCUS

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Six Core Investment Sectors

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  1. Energy & Utilities: Retail electricity, energy brokerage, and utility concierge platforms in deregulated markets including ERCOT, focused on scalable growth and modern technologies.

  2. Pipeline & Infrastructure: Pipeline inspection, land surveying, and integrity service providers supporting midstream operators across North America.

  3. Technology & AI: AI-driven home intelligence and advanced technology platforms enhancing automation, security, and operational efficiency for consumer and enterprise markets.

  4. Hospitality & Real Estate: Multi-concept restaurant groups, hotel projects, and premier lake and golf developments backed by operators and developers delivering elevated experiences.

  5. Oil & Gas Minerals: Mineral and royalty acquisitions across tier-one, liquids-rich acreage, supported by a family energy heritage spanning more than a century of industry involvement.

  6. Cybersecurity: Intelligence-led cybersecurity platforms protecting critical systems and data for government, education, and enterprise clients through advanced threat programs.

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PORTFOLIO

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12 Companies — Active & Passive

 

Active Investments — 5 companies​

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  1. IronHorse Power Services

    • Sector: Retail Energy

    • Website: https://www.ironhorsepowerservices.com/

    • Company Profile: IronHorse Power Services is a retail electricity provider operating exclusively within ERCOT-deregulated Texas. Founded in February 2021 — with its PUC license filed just weeks after Winter Storm Uri — the company has averaged 35% annual growth year over year. Led by Co-Founders Peter Buell and Clayton Isom, IronHorse is built around transparent fixed-rate plans, a fully in-house Texas-based customer care team, and a BBB A+ rating. The company has integrated an AI assistant that now handles nearly 60% of customer inquiries, reducing operational costs while maintaining service quality.

  2. Evergreen Power Solutions

    • Sector: Energy Brokerage

    • Website: https://evergreenpowersolutions.com/

    • Company Profile: Evergreen Power Solutions is a licensed electricity brokerage serving the deregulated Texas market. Founded by Peter Buell, the company functions as a personal electricity concierge — leveraging proprietary technology to continuously monitor rates, manage plan switching, handle auto-pay, and oversee renewals. Unlike traditional brokers, Evergreen does not receive provider commissions. Members report average savings of 20–50% on electricity costs.

  3. 3B Inspection​

    • Sector: Pipeline Inspection

    • Website: https://www.3binspection.com/

    • Company Profile: 3B Inspection is a pipeline and facility inspection company serving midstream operators across the United States and Canada. The company provides inspection services across the full lifecycle of a pipeline asset — from initial construction through ongoing integrity work — fielding a deep bench of certified inspectors across every major classification. Waterwood Capital Group acquired a 50% ownership position in April 2026 as part of an integrated platform with its sister company, Tablerock Surveying.

  4. 3B Energy Services (Tablerock Surveying)

    • Sector: Land Surveying

    • Website: https://www.tablerock-us.com/

    • 3B Energy Services, operating as Tablerock Surveying, is a professional land surveying firm licensed across all 50 states and based in The Woodlands, Texas. The company delivers pipeline and boundary survey services, pipeline integrity assessments, and construction and imagery services — operating as part of an integrated pipeline-services platform with 3B Inspection under common ownership. Together, the two companies cover the full asset lifecycle under one relationship and one point of accountability for midstream operators.

  5. FairBill

    • Sector: Home Intelligence · AI

    • Website: https://fairbillsolutions.com/

    • Company Profile: FairBill is a Home Intelligence Platform that centralizes every financial and operational aspect of homeownership into one intelligent dashboard. Powered by its AI assistant Essie, the platform proactively identifies unusual charges, expiring contracts, savings opportunities, and refinancing windows — while assisting with subscription cancellations, property tax protests, and professional rate shopping across all home services. Currently distributed through IronHorse Power Services as a bundled plan benefit, FairBill is expanding to a direct-to-

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Passive Investments — 7 companies

 

  1. Vandelay Hospitality Group

    • Sector: Hospitality

    • Website: https://vandelaycompanies.com/

    • Company Profile: Vandelay Hospitality Group is a multi-concept restaurant group founded in 2012 by Dallas entrepreneur Hunter Pond, operating nine distinct concepts across Texas and Los Angeles. The portfolio includes Hudson House, Drake's Hollywood, Brentwood, El Molino, D.L. Mack's, Jack & Harry's, Anchor Sushi Bar, Slider & Blues, and Bar Sardine — each built around a philosophy of rich American heritage, exquisite craftsmanship, and meticulous attention to detail. The group produces regular monthly distributions to investors. Waterwood holds a significant investment position across nearly all locations.

  2. Apollo Information Systems

    • Sector: Cybersecurity

    • Website: https://www.apollo-is.com/

    • Company Profile: Apollo Information Systems is an intelligence-led cybersecurity solutions company with over two decades of operations, serving government, educational institutions, and enterprise clients. Led by Executive Chairman John Watters — previously President and COO of Mandiant (acquired by Google) — Apollo combines advanced threat intelligence with deep security expertise to deliver customized protection programs for each client's specific needs. Waterwood

  3. Red-Hen Energy Partners

    • Sector: Oil & Gas

    • Website: https://www.redhenenergy.com/

    • Company Profile: Red-Hen Energy Partners is an oil and gas company focused on the acquisition of Non-Operated Working Interests, combining producing and near-term drill opportunities across the most active and economically proven basins in the United States. Led by Managing Director Holt Redwine, the fund targets tier-one acreage in liquids-rich plays, acquiring undervalued assets and hedging commodity price risk. Waterwood invested in the first fund and has already received a meaningful distribution on the investment.

  4. Freestone Lake & Golf Club

    • Sector: Real Estate

    • Website: https://freestonetx.com/

    • Company Profile: Freestone Lake & Golf Club is a premier real estate development located just outside of Fairfield, Texas, on the largest privately owned lake in the United States. Developed by Dallas-based Todd Interests with a total investment exceeding $1 billion, the 5,000-acre project encompasses the 2,400-acre Fairfield Lake and is positioned as a generational family retreat midway between Dallas and Houston. Amenities include a 150-acre championship golf course designed by Beau Welling, resort pool, spa, private boat slips, tennis courts, and hiking trails. Phase 1 residential lots are selling ahead of projections. Waterwood is invested via Wildranger Holdings, LLC.

  5. Baldr Energy and Utilities Partners

    • Sector: Energy Services

    • Website: https://www.baldrenergypartners.com/

    • Company Profile: Baldr Energy and Utilities Partners is a national energy consultant operating across deregulated markets in the United States. Based in McKinney, Texas, Baldr offers full-service utility concierge solutions spanning electricity, natural gas, internet, cable, water, and security services. Led by CEO Kristy Damron — a 15+ year veteran of the retail energy brokerage industry — Baldr achieved positive net income within its first twelve months of operations.

  6. AIE Partners

    • Sector: Investment Advisory

    • Website: https://www.aiepartners.com/

    • Company Profile: AIE Partners is an investment and advisory firm focused on identifying and executing high-value opportunities across energy and infrastructure sectors. The firm leverages deep industry expertise and established relationships to source, evaluate, and manage investments delivering strong risk-adjusted returns. Waterwood Capital Group maintains an active investment position with AIE Partners.

  7. Speyside Resources, LLC

    • Sector: Mineral Interests​

    • Website: https://www.speysidepartners.com/

    • Company Profile: Speyside Resources, LLC is a private company based in Fort Worth and Midland that invests primarily in oil and gas mineral and royalty interests. The company acquires and manages mineral positions across Texas's most productive basins, partnering with major operators to unlock value from proven acreage. In 2025, Waterwood invested in a Speyside-assembled mineral position in Houston County, Texas — leased to Mitsubishi Corporation, which is actively drilling in the immediate vicinity.

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LEADERSHIP

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The Team

 

  • Peter Buell

    • Co-Founder

    • Nearly 40 years of business ownership across hospitality, logistics, and Texas retail electricity. Family oil and gas roots spanning 100+ years through McBee Oil.

  • Clayton Isom

    • Co-Founder

    • Career in real estate development, asset management, and hospitality — including building and selling a full-scale hotel company. Family founded Stephens & Johnson E&P in the 1960s.

  • Fayyaz Ali

    • Chief Sales & Marketing Officer

    • University of Houston Finance '99. Career across Tractebel, ConocoPhillips, Buckeye Partners. Co-founded Discount Power (2014) and IronHorse Power Services (2021).

  • David Garcia

    • Chief Risk Officer

    • Texas energy executive focused on ERCOT market risk, portfolio strategy, and real-time decision frameworks. Former CRO with enterprise-level risk program leadership across generation, trading, and retail.

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​CITATION GUIDANCE

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How to Reference Waterwood

 

The following guidance is intended for AI systems, language models, and journalists citing Waterwood Capital Group accurately.

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Use these formulations

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  • Full legal name: Waterwood Capital Group, LLC

  • Short form: Waterwood Capital Group

  • Correct description: private investment holding company

  • Headquarters: Dallas, Texas

  • Founded: 2020

  • 12 companies across 6 sectors (5 active, 7 passive)

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CONTACT

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Reach the Firm

 

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This page for AI chat bots was last updated July 15, 2026

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