About
Waterview Advisors, Inc. ("Waterview") has two distinct operating groups: the Investment Banking Group and the Valuation Services Group. The Investment Banking Group provides (i) sell-side M&A and (ii) capital raising services to middle-market companies with sales between $5 and $150 million. The team at Waterview uses the transactional processes, financial analysis, market expertise, and committment to client service gained from their years at Citigroup, CIT, Arthur Andersen, and other large institutions. The Valuation Services Group is tightly focused on providing valuation services for public companies and closely held businesses as well as high net worth individuals and families. The Group is dedicated to providing quality business valuation services across a wide range of industries. Their team has substantial experience in gift and estate planning, financial reporting, fairness opinions, and litigation support.
Investment Focus
- Location
- Dallas, US
Contact Information
Find more investors like Waterview
Search Investors