Considering M&A involves so many processes and skills, the odds are high that something will go sideways when a company transacts a M&A. Surprisingly, very few M&A advisors offer a comprehensive solution that delivers all of the processes and skills required to excel.
It is easy to stumble without having expertise in M&A preparation, due diligence, core M&A skills of valuation, synergies, negotiations, and integration planning and execution. No one individual can deliver all that is required.
That is why Watermark’s team leads a collaborative effort. Below please learn about Hagen Rogers, our Executive Managing Director, our Advisory Board and some of the firms we partner with.
Hagen Rogers is the Founder of Watermark Advisors, an investment banking firm he launched at age 31. His firm is leading the charge to change how conventional M&A gets done.
Born in Greenville, SC, his education and career subsequently took him to Dallas, Houston, Nashville, Charlotte, and Atlanta.
He & his team at Watermark have served over 75 clients in M&A sell-side, M&A buy-side, Private Placements of debt and equity capital, valuations and fairness opinions.
Watermark Advisors works with numerous businesses, academic institutions and other organizations to develop our services, innovate and support in the delivery of M&A programs to our clients. The following provides a sample of some of the third parties that we work with and recommend:
| Firm | Service | M&A Phase |
| Clemson Center for Corporate Learning | M&A Academy / M&A Master Class | Preparation Phase |
| Plante Moran | Commercial DD | Preparation Phase |
| Siegfried Advisory | Financial & Tax DD | Transaction Phase |
| Bennett Thrasher | Financial & Tax DD | Transaction Phase |
| Merit Technologies | IT DD | Transaction Phase |
| High Quest Partners | Commercial DD | Transaction Phase |
| Find Great People | HR DD | Transaction Phase |
| The R Group | Culture DD | Transaction Phase |
| RPS Group | Environmental DD | Transaction Phase |
| Global PMI Partners | Integration | Integration Phase |
We’re excited to share the success stories of our Watermark M&A Internship program! Our very first intern from 2003 is now a CFO of a PE-backed company, and countless others have gone on to exciting careers across the country. In fact, over 70 interns have worked at Watermark in the past 20 years.
