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:

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 that was reassuring. We appreciate all he did to help us complete our sale.
Martha Ellen 'Marty' ChapmanCFO at SouthEastern Evaluation
From the time I first became acquainted with Watermark, I’ve really enjoyed their academic approach to the broad subject of Mergers and Acquisitions. Everyone knows that with any M&A deal, there are countless pitfalls that can lead to lost opportunity. Hagen helps to demystify the whole process while also being highly proficient at giving clear guidance to the more complicated and technical aspects. If you need a partner putting a deal together, I can’t think of anyone better to work with than Hagen Rogers and his team at Watermark Advisors.
Bruce HowardCEO at Kleen-Tex Corporation
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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