As a FINRA-member firm, Watermark assists clients in raising debt and equity capital to finance: growth, recapitalizations, business expansions, acquisitions and partner buyouts. Our financings take the form of: senior debt, subordinated debt, preferred stock, and common stock. We raise capital from third parties and do not maintain a Watermark fund.
Watermark Advisors assists with capital raises of companies of various life stages. First, young companies seek private capital as the debt markets are often unavailable to them due to their relative lack of strength and consistency of cash flow. Second, companies in growth stages often seek private capital to bridge the limits set by banking institutions. Banks will only lend up to certain levels (based on leverage, coverage and collateral considerations). Growing companies often need more than banking limits allow, and this capital takes the form of subordinated debt and/or convertible preferred stock investments.
Third, even mature companies reach a stage where the owner may want to diversify wealth. The private capital markets offer solutions for outside non-control investors to purchase equity ownership, or for existing management to purchase ownership through structured financings.
Our sources of capital are nationwide and have been established through cultivating relationships over the years of our careers with funds that have a broad set of criteria by which they invest. In fact our database includes over 4,300 funds nationwide that will invest throughout all stages of a company’s life cycle: from seed capital, all the way to debt placements for mature staged companies.