Waterview specializes in sell-side M&A advisory services for middle-market companies (generally $10 to $250 million in revenue). We have a well-documented history of transactional success and outstanding capabilities that generate premium value for our clients. We believe the best measure of value in our services is our performance.
Waterview identifies available liquidity alternatives for owners and actively pursues the most appropriate and attractive strategy. The best alternative may be in the form of a sale to a strategic / synergistic buyer or a transaction structured as a private equity-sponsored leveraged recapitalization. We facilitate the following liquidity events:
The key to maximizing value for existing shareholders is to create an efficient market for the sale of the company. We accomplish this by creating interest and competition among an appropriate group of prospective buyers and creating a sense of urgency to complete the transaction. Waterview’s Competitive Sale Process™ is based on the Four C’s for completing successful transactions:
Larry Starks, founder and senior managing director of Waterview Investment Banking, represented International Wine Accessories in their sell to the Foster's Group. The video clip is segment of the Small Business School's interview with Bob Orenstein, founder of International Wine Accessories.
Generally speaking, the liquidity options available to any business owner looking to sell their business fall into four basic transaction types:
Sale or Merger;
Employee Stock Ownership Plan; and
Initial Public Offering.
Operate your business as if there will be no transaction.
Typical issues include: