Founded in 2002, Watermark Advisors, LLC is a boutique investment banking firm that specializes in serving the needs of privately held and family-owned middle-market businesses. The firm's core mission is to provide senior-level attention and expert guidance on complex corporate finance transactions. Its services include sell-side and buy-side M&A advisory, raising private capital (both debt and equity), and providing strategic financial advice such as business valuations and fairness opinions. Watermark Advisors prides itself on its industry expertise and its commitment to achieving optimal outcomes for its clients' transactions.

Founded in

United States