What Sets Us Apart

Other investment banking firms and accounting firms that provide mergers and acquisitions (M&A) services focus almost exclusively on the transaction phase. Our M&A services are broader in scope. They include preparation, transaction, and integration phase processes. Few if any other M&A service providers assist clients in preparation and integration phases—although these are crucial for success.

Indeed, Watermark uniquely offers “cradle-to-grave” M&A services for its clients, both sellers and acquirers. This means that unlike those of other M&A service providers, our services span the entire M&A process, from pre-planning for a merger or acquisition to post-transaction integration. Such a comprehensive approach is a best bet in creating ROI from M&A and sustaining value in the companies involved in the transaction. Conventional, market dominating methods which focus almost exclusively on the transaction have proven to result in M&A failure and disappointment. We strongly believe that the comprehensive approach we offer is not only novel, but that it will become the next generation of investment banking, resulting in clients reaching and even exceeding their ROI goals.

And in valuation services, too, our approach is more comprehensive than that of most other providers. Ask us how!

What Else Sets Watermark Advisors Apart

Most investment banks cater to raising capital for issuers with EBITDA greater than $1MM. It is a fact that the capital markets are increasingly difficult to cooperate and make capital available for issuers with less than $1MM. Watermark concentrates on serving this more challenged issuer, with special focus on issuers with less than $1MM in EBITDA.

For sellers, acquirers, and issuers, Watermark provides strategy consulting services. Strategy is the most important and first step to success in M&A and capital raises. A clearly defined strategy maps out when and in what circumstances a company should use M&A to grow, and why an issuer’s story is an investible story. We provide strategy consulting because failures in strategy can easily result in expensive, failed mergers, acquisitions and capital raises. Our strategy consulting is both effective and affordable.

In addition to strategy consulting, Watermark offers another key service that no other investment banking firm to our knowledge offers: our Master Class in Mergers and Acquisitions. For acquirers, this is an 8-hour educational class that seeks to strengthen client outcomes in M&A. For sellers, the Master Class is a half-a-day class that teaches attendees the attributes their companies need to embody in order to achieve strong market momentum and interest from buyers. Thus far, in the absence of an existing in-house M&A team, many firms’ only option to educate themselves has been to send one or two executives off to a week-long training program at a prestigious university, at a cost of $10,000-15,000 per person. The problem with training only one or two persons is that effective M&A typically requires many more company members to have expertise in M&A. Watermark’s Master Class walks clients through all the processes involved in M&A transactions at a fraction of the cost of most university-led week long executive classes.  For sellers, our Master Class teaches them what attributes their companies need to embody in order to achieve strong market momentum and interest from buyers.

Watermark’s senior team of expert partners each have deep subject matter expertise and years of experience in their respective areas. Rogers has approximately 21 years of investment banking experience.

We allow most preparation and integration service fees to be credited against the ultimate transaction success fees.

Watermark has held FINRA (Financial Industry Regulatory Authority) membership since 2004. FINRA standards are high for operating an investment banking firm. Thus process and procedures are sophisticated and the firm receives a FINRA-led audit every few years.

Hagen Rogers Merger and Acquisition Services

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