A Leading Middle Market Investment Bank

Highly Experienced Team. Market Leading Outcomes.


Waterview provides merger and acquisition, capital raising, and valuation services to middle-market companies with sales between $10 and $250 million.  The team at Waterview uses the transactional processes, financial analysis, market expertise, and committment to client service gained from our years at Citigroup, CIT, Arthur Andersen, and other large institutions. 

The firm represents domestic and international clients and is experienced across a broad range of industries. Waterview considers every transaction as an opportunity to benefit our client with our unique experience and processes. 


Mergers & Acquisitions

Waterview provides comprehensive M&A advisory services - from running a full sale mandate to one-off engagements with the buyer or seller.

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Capital Markets

We assist business owners with locating and structuring new capital to support growth, transition ownership, or facilitate distributions.


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Business Assessment

Not sure how much your business is worth? Waterview provides business valuation and advisory services to guide you through a successful exit strategy.  

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Industries Served

Deal Professionals