Senior Managing Director
Director - Mountain West Region
Senior Marketing Associate
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.
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.
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.
Mr. Rosenbaum has assisted the owners of closely held companies in the sale and valuation of their companies since 1988, and he has led the effort to successfully complete in excess of 160 transactions. Mr. Rosenbaum has worked in most industries over the course of his career. More recently, he has completed transactions in the following industries: business and IT consulting, business services, energy, aviation products distribution, food manufacturing, personal services (fitness chain), engineering and architecture services, communications, specialty chemicals, software, electronics manufacturing, and retail chains (C-store, hardware and grocery).
Prior to joining Waterview, Mr. Rosenbaum was the CFO of Corporate Relocations, Inc. He joined CRI after buying, managing, and then selling a specialty manufacturing and direct marketing business in North Carolina.
Prior to buying the company in North Carolina, Mr. Rosenbaum was a Managing Director for Citigroup Capital Strategies, the middle market M&A division of Citigroup and Smith Barney. Mr. Rosenbaum was with Citigroup, and the boutique mergers and acquisitions firm that it acquired, for a total of 14 years.
Ms. Starks is active in all phases of client service including financial analysis, market/buyer research, and transactional document preparation for Waterview.
Prior to joining Waterview, Ms. Starks 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, Ms. Starks was an investment banking summer analyst for Bank of America Merrill Lynch in their Energy Investment Bank based in Houston, Texas.
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.