Watermark's Principals have dedicated so many years to M & A because they are enthusiastic about helping business owners and leaders prosper. This is the kind of dedication and wisdom Watermark puts into creating and finalizing each and every transaction. Your business will profit from engaging Watermark as your ally in the capital markets to work on your most important strategic and financial initiatives.

Sell Side Advisory Services

In considering the best course of action for the future of a business, owners have several choices - one of which is the option to sell their company. The motivation to sell a company is often subjective and complicated, and for the business owner, can be a difficult and emotional turning point. Reaping the financial benefits of your life’s worth, retirement, health issues, liquidity, diminished interest, partnership disputes, lack of operating or growth capital and lack of suitable heirs are among the many reasons to sell a business. 

Watermark Advisors will maximize the value obtained from selling a business both by offering an informed perspective on the state of external capital markets and by identifying a broad universe of potential strategic and financial buyers through its network of national and international contacts. Watermark’s role in the execution of a transaction typically involves assisting in the preparation of a comprehensive information memorandum for the business; identifying and qualifying potential strategic and financial purchasers; contacting, informing and negotiating with potential purchasers on a confidential basis; providing continuous guidance on the structural, procedural and financial aspects of the transaction as they evolve through due diligence; and preparing closing documents. 

Minority Investments Advisory Services

Oftentimes in business, the magnitude of an owner's wealth lies in his company's holdings. By selling only a portion of or partial stake in their interests, owners can harvest immediate value from the fruits of their labor. Owners may then still realize greater gains in the future, all while maintaining control over the balance of their holdings. To create the highest return, before undertaking the sale of a partial interest, the overall business needs to be accurately assessed. 

Watermark has the market-based expertise to help owners take money off the table in a precise and knowledgeable fashion.

Buy Side Advisory Services

Watermark offers buy side advisory services to business owners looking to grow via acquisition. Watermark is attuned to the process of buying companies and can anticipate challenges that arise to help ensure a favorable outcome for the client. 

Watermark’s buy side execution typically involves reviewing the long-term strategic and financial objectives of the client company; developing an acquisition/financing strategy; identifying appropriate target companies and performing a company valuation review and analysis of such targets; formulating a negotiating strategy and negotiating on the client’s behalf through the execution of definitive documentation. 

View several of our Merger & Acquisition clients here.