“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…Read More
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…Read More
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,…Read More
The executive managing director of Watermark Advisors, Hagen Rogers tells about his approach to M&A (mergers and acquisitions) counseling. He discusses the common issues he saw in the M&A process with his clients. We explore how these issues changed his approach to M&A and what lead to Watermark’s service model. During this podcast, Hagen explains…Read More
What does it take to get top dollar for your company in a sale? Hagen Rogers shares what he has learned over the course of his career in M&A with Mike Miller, host of radio show Talking Money®. The interview first aired on September 1, 2018 at 10am.
On May 9, 2018, Extreme Networks (NasdaqGS: EXTR), a San Jose, California based networking company, saw a 26% drop in its stock after it released 3Q’18 earnings (for period ending March 31, 2018) the previous evening. In the earnings release, there was a 23.81% downward earnings adjustment. This included a $1MM surprise revenue adjustment tied…Read More
On April 12, 2018, Amazon.com, Inc. completed the acquisition of Ring, Inc. for $998.89MM in an all-cash deal. Ring Inc. was incorporated in 2013 and is based in Santa Monica, California. Ring Inc. manufactures video doorbells for homes. Its video doorbell lets users answer from anywhere in the world using Smartphone and Android devices. It…Read More