financial services specializes in mergers and acquisitions

Team

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.

Core M&A:

Hagen Rogers Greenville SC

HAGEN ROGERS

EXECUTIVE MANAGING DIRECTOR – M&A ADVISOR

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.

Expert Partners:

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:

FirmServiceM&A Phase
Clemson Center for Corporate LearningM&A Academy / M&A Master Class Preparation Phase
Plante MoranCommercial DDPreparation Phase
Siegfried AdvisoryFinancial & Tax DDTransaction Phase
Bennett ThrasherFinancial & Tax DDTransaction Phase
Merit TechnologiesIT DDTransaction Phase
High Quest PartnersCommercial DDTransaction Phase
Find Great PeopleHR DDTransaction Phase
The R GroupCulture DDTransaction Phase
RPS GroupEnvironmental DDTransaction Phase
Global PMI PartnersIntegrationIntegration Phase

Watermark Advisory Board

  • Alex Gutierrez – VP Mergers & Acquisitions, Albemarle Corporation (Charlotte, NC)
  • Chuck Tutterow – Owner, Tar Heel Ventures (Greenville, SC)
  • Joe Patrick – Upstate & Midlands Chair, The C12 Group (Greenville, SC)
  • Tracy Williams – Managing Director, LarX Advisors, Inc. (Atlanta, GA)

Watermark Internship Program

Watermark is proud to have helped over 65 college students launch their careers, many into the M&A and financial world through its’ internship program.

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