Emerging Growth & Special Situations

Our Emerging Growth research platform is focused on companies and industries that are on the leading edge of technology and innovation but have not yet reached commercial scale. This spans across numerous sectors but carries the common theme that the company is bringing a “disrupter” technology to market.  We also include research on highly differentiated specialty companies that do not necessarily fit within a specific industry sector definition, however, their technology promises to be transformative to one or more end markets.


Shawn Severson is President & Co-Founder of Water Tower Research. Prior to co-founding Water Tower Research and previously founding predecessor firm alphaDIRECT Advisors, Shawn spent over 20 years as a senior equity research analyst covering the Technology and ClimateTech sectors, including senior positions at JMP Securities, ThinkEquity, Robert W. Baird (London) and Raymond James, and he started his career as an equity research associate at Kemper Securities. View Team Page
Thierry has over 20 years of investing experience in the small-cap space with a focus on special situations. Thierry started his career at Lehman Brothers in New York and London focusing on cross-border Mergers and Acquisitions and also worked in the firm’s new securities development group. View Team Page

Companies Covered

Back to Sectors Covered