Posts by Watermark Advisors

Watermark Advisors Single Family Office

Family Offices and M&A

Family offices continue to grow in prominence in the world of M&A and are increasingly competing against PE firms and strategics for acquisition opportunities. Single-Family Offices (SFOs) manage wealth of a single-family or individual. Multi-family offices (MFOs) are designed to provide similar services to their SFO counterparts but to a number of wealthy families. According…

Class Valuation, LLC Purchases SouthEastern Evaluation, LLC

“Watermark Advisors took the time to get to know our company and made sure that we were comfortable with the process.  I had no idea the time and effort it would take and Hagen made sure we understood each part in the process along the way.  He was available for any and all questions and…
M&A Protecting National Interests

In Focus: Protecting National Interests in M&A Transactions

Who is CFIUS? Much has been written and spoken about foreign companies with ties to communist governmental regimes acquiring US-based companies. This article discusses how the US government protects our country’s national security issues when M&A transactions are suspect. Many may not know that there is a body within the U.S. government that is devoted…
M&A in a Devisive World

2021 M&A Wire #1: M&A in a Divisive World

We are pleased to share Watermark’s inaugural M&A Wire for 2021. Back to Fundamentals: Comprehensive M&A Expertise a Rarity, but also a Requirement M&A continues, as it always has been, to be a risky endeavor. If any one area in M&A goes sideways, that can spell trouble. Considering M&A involves so many processes and skills,…

Southern Style M&A: An Interview with Hagen Rogers

Hagen Rogers is the Executive Managing Director at Watermark Advisors, LLC. Watermark prides itself on its “Southern style” approach to M&A. Knox Kiernan, an intern at Watermark, interviewed Rogers to learn more about this unique, relational approach. (This interview is also available as a podcast.) Our discussion today centers around the idea of Southern style…

Six Month Carolinas and Georgia M&A Transaction Report

We’ve compiled six months of data on the top recent M&A transactions in the Carolinas and Georgia. Table of Contents Aggregate M&A Summary – Last Six Months Carolinas & Georgia Transactions By Sector Most Active Acquirer by Total Transaction Size Regional Merger & Acquisition Valuation Summary Regional Number of Deals by Transaction Range Last Six…

COVID-19’s Influence on M&A

We at Watermark want to contribute to the developing COVID-19 situation by sharing facts and opinion on how this global development is affecting M&A markets. The information table below should be no surprise regarding a slowdown in closed United States M&A transactions year to date through March 15th. Interestingly enough, M&A transaction announcements are up…

Crowdfunding: Is It Here to Stay?

Table of Contents Crowdfunding Overview Crowdfunding Transactions in Carolinas & Georgia in 2019 Private Placements in Carolinas & Georgia June – December 2019 The Jumpstart Our Business Startup (JOBS) Act, enacted in 2012, allowed startup companies and small businesses to offer and sell securities to the general public through crowdfunding. The Securities and Exchange Commission…

The Two Most Critical Business Attributes When Selling A Company

To receive strong market interest from acquirers, financial results and momentum are critical when selling a company. Watch a video with Investment Banker Hagen Rogers discussing these key areas with a South Carolina businessman who recently sold his company. Are you interested in learning more about preparing your business for a sale? Contact Us to…
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