financial services specializes in mergers and acquisitions

Clients

Watermark serves clients in a broad range of industries including manufacturing and business services, among others. Since July 2002, we have facilitated mergers and acquisitions, in addition to sell-side M&A, acquisition financings, valuations, fairness opinions and private placements of debt and equity capital to over 80 clients.

For many of our clients, acquisitions are becoming more important in their strategy for growth. Very likely, our clients have not completed an acquisition yet or if they have, they have not achieved a positive ROI from more than a majority, and now want to improve their outcome. These companies typically have multiple shareholders and are motivated to grow faster.  For sellers, M&A is often facing the unknown, an intimidating step to take with their most valuable asset.

Representative M&A Clients:

Testimonials:

It was abundantly clear that Watermark Advisors had the qualities we were looking for with core values of excellence, fairness, integrity, and confidentiality. Watermark was the first addition to and the MVP of, our M&A dream team.
Holly CerviniBoard Chair of Coastal Wire Company
The Watermark team was instrumental in helping Lintech navigate its first acquisition. We were very impressed with their level of engagement and professionalism and grew to rely heavily on their insights and experience in navigating the M&A journey.
Julie Van BruntCEO of Lintech International
Watermark Advisors was a true blessing for me and my company. How does one put a value on a company? That is a question that entire courses exist to explore and books are written. Watermark’s system lead us through the vital process of really digging in and finding the true value of the company. It brought to light where the value was. Then the process of “funneling” through the potential buyers was both fascinating and valuable. Leading all the way through to the closing. Not to mislead… it was hard work. Watermark’s process is very detailed and demanding. But it was so very worth it. Five years later I would absolutely do it again! I can’t speak highly enough of Watermark.
Richard JonesPresident at Ripley Lighting Controls
Watermark has been a valued resource for Encompass Group for over 12 years. During this time, Watermark has: • assisted us in developing annual valuation as specified in our operating agreement • performed several fair market appraisals as we have considered strategic alternatives for our business • assisted in the negotiation of a joint venture and later sale of a business unit to a market-leading multi-billion dollar healthcare company • has brought in subject matter experts in strategy and LEAN management to help us develop processes and core competencies we still use today. Watermark has been extremely flexible, responsive and trustworthy and has been dedicated to our success.
Mike SpurlockBoard Member & Former CEO at Encompass Group
We have worked with Watermark on transactions in 2009 and in 2018. Watermark’s insights proved important in both cases. Their ability to zoom out to the big picture and zoom in to the details along with their process, knowledge and relationships provides a unique value. The team is a pleasure to work with and were instrumental to our success with these acquisitions.
Michael CinquemaniCEO at Master Power Transmission

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