Waterview Investment Banking, Inc.

Waterview Investment Banking, Inc.Waterview Investment Banking, Inc.Waterview Investment Banking, Inc.

Waterview Investment Banking, Inc.

Waterview Investment Banking, Inc.Waterview Investment Banking, Inc.Waterview Investment Banking, Inc.
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Private Transaction Specialists

Larry S. Starks

Thomas G. Wilson

Larry S. Starks

Larry S. Starks- Senior Managing Director

Senior Managing Director

Larry's Bio

Robert G. Hamm

Thomas G. Wilson

Larry S. Starks

Robert G. Hamm- Managing Director

Managing Director

Rob's Bio

Thomas G. Wilson

Thomas G. Wilson

Shelby S. Laidlaw

Thomas G. Wilson- Director, Mountain West Region

Director - Mountain West Region

Tom's Bio

Shelby S. Laidlaw

Shelby S. Laidlaw

Shelby S. Laidlaw

Vice President

Shelby's Bio

Karen Kilbane

Shelby S. Laidlaw

Karen Kilbane

Senior Marketing Associate

Karen's Bio

Larry S. Starks, CFA

Larry Starks | Senior Managing Director

Email: larry.starks@waterview-ib.com

Main: 469-916-3937

Direct: 469-916-3935


Mr. Starks leads the Investment Banking Group at Waterview.   He has assisted the owners of closely held companies with the sale and valuation of their companies since 1985.  Prior to Waterview, Mr. Starks managed the Southwest Region for Citi Capital Strategies which was the middle market M&A division of Citigroup and Smith Barney.  Prior to Citigroup, he was in the Valuation Services Group at Arthur Andersen & Co.  


Mr. Starks authored instructional materials for business valuation classes  and was asked by the AICPA to lecture  on the topic of business valuations and transactions. He is a  past member of the faculty of the National Center for the Judiciary in Reno, Nevada. Mr. Starks has been featured on PBS's Small  Business School series regarding exit strategies, and is a frequent speaker at Baylor University regarding  mergers and acquisitions. 

Education

  • B.B.A. Finance and Economics, Baylor University

Professional Designations and Memberships

  • Chartered Financial  Analyst (CFA) 
  • Senior Member (ASA) of the American Society of Appraisers (Inactive), Certified in Business Valuation
  • Series 24 General Supervisory Principal
  • Series 28 Financial and Operational Principal
  • Series 79 Investment Banking Representative
  • Series 62 and 63 Registered Securities Representative

Robert G. Hamm, J.D.

Rob Hamm | Managing Director

Email: robert.hamm@waterview-ib.com
Main: 469-916-3937
Extension: 5404


Prior to joining Waterview in 2008, Mr. Hamm led the Southwestern Region for Citi Capital Strategies, Citigroup’s middle-market investment banking division.


During his tenure with Citigroup, Mr. Hamm worked with over 200 operating  businesses as both a valuation consultant and M&A advisor.  His engagements have ranged from small,  privately-held companies to NYSE listed companies and have covered most major industry segments, including: retail, marketing and  advertising, business services, healthcare, technology, manufacturing, energy, transportation/logistics, and construction.

Prior to joining Citigroup, Mr. Hamm worked as a member of the tax division of a regional CPA firm.

Education

  • J.D., Baylor University
  • Master of Professional Accounting, The University of Texas at San Antonio
  • B.B.A., Mary Hardin-Baylor

Professional Designations & Memberships

  • State Bar of Texas
  • Certified Public Accountant – The State of Texas, State Board of Public Accounting
  • Series 24 General Supervisory Principal
  • Series 79 Investment Banking Representative
  • Series 7 and 63 Registered Securities Representative

Thomas G. Wilson, CPA

Thomas G. Wilson, CPA | Director – Mountain West Region

Email: tom.wilson@waterview-ib.com
Telephone: 505-400-6929
 

Mr. Wilson brings more than 35 years of M&A, finance, and entrepreneurship experience to his role at Waterview Investment Banking.  His experience includes over 20 years as an entrepreneur leading a successful manufacturing business (including the acquisition of the business and the ultimate sale of the company), and over 10 years in public accounting with Arthur Andersen & Co. and other firms.
 

Mr.  Wilson leads the business development efforts of Waterview in the Mountain West Region.

Education

  • M.B.A., Brigham Young University
  • B.S. Accounting, Brigham Young University

Professional Designations and Memberships

  • Licensed CPA
  • Member of the American Institute of Certified Public Accountants
  • Member of the New Mexico Society of Certified Public Accountants

Shelby S. Laidlaw, CFA

Shelby Laidlaw | Vice President

Email: shelby.laidlaw@waterview-ib.com
Main: 469-916-3937
Extension: 5406

Mrs. Laidlaw is active in all phases of client service including financial analysis, market/buyer research, and transactional document preparation for Waterview. 


Prior to joining Waterview, Mrs. Laidlaw was an analyst with J.P. Morgan in the Private Bank where she helped high net worth families and family offices with investment management, estate planning, and credit needs.  Prior to J.P. Morgan, Mrs. Laidlaw was an investment banking summer analyst for Bank of America Merrill Lynch in their Energy Investment Bank based in Houston, Texas.

Education

  • B.B.A., Finance (minor in Accounting) with Honors, University of Texas

Professional Designations & Memberships

  • Chartered Financial Analyst (CFA)
  • Series 7 General Securities Representative
  • Series 63 Registered Securities Representative

Karen Kilbane

Karen Kilbane | Senior Marketing Associate

Email: karen.kilbane@waterview-ib.com
Main: 469-916-3937
Extension: 5409

 Ms.  Kilbane is responsible for marketing activities for the firm and assigned clients. Her responsibilities include development and execution of marketing plans, initiating  correspondence with prospective targets, and conducting preliminary discussions.  Ms. Kilbane also assists in preparing documentation and performing market research.
 

Immediately prior to joining Waterview, Ms. Kilbane was a consultant in the hospitality industry.  Prior to that, Ms. Kilbane was an IT consultant at Arthur Andersen & Co. (currently Accenture), and was a sales representative for a large payroll processing firm.
 

Ms. Kilbane earned her bachelor's degree in Systems Analysis from Miami University in Oxford, Ohio. 

Securities offered through Waterview Securities, Inc., a member of FINRA (www.FINRA.org) and SIPC (www.SIPC.org).  Copyright © 2017 Waterview Investment Banking, Inc. - All Rights Reserved.

Contact us at 469-916-3937, ext. 5406