Leaving their mark
Created to assist privately owned companies, Watermark Advisors, LLC, brainchild of Hagen Rogers, has been open for business since 2002. The firm has two offices, both located near the waterfront of the East Coast. Its headquarters is situated in Greenville, S.C., while its second office in New York City opened in September 2008. Since 2004, the firm has also been a member of the 5,000-strong Financial Industry Regulatory Authority, which is the biggest regulator for securities firms in the United States.
What they provide
The firm offers a traditional menu of financial advisory services. Within its valuation services unit, Watermark helps assess companies worth and provides fairness opinions for companies going through transactions. In its strategic and financial modeling department, firms partner with Watermark to create a "CFO decision support model" which helps them plan future growth and financing structure. Watermark's industry research and analysis division, meanwhile, helps business owners find detailed information regarding their industry, competition, market size, trends and opportunities. Merger and acquisition services, a large part of Watermark's business, offers traditional buy- and sell-side services, along with minority investments advisory services for business owners who may be interested in selling only part of their stake in a company.
The firm's private debt and equity financing sector helps companies raise capital by privately placing equity and using subordinated debt and senior debt. Watermark helps companies find the necessary capital through private equity groups, venture capital firms, corporations, banks, mezzanine funds, specialty finance companies and equity funds.
531 South Main Street
Greenville, NC 29601
Phone: (864) 527-5960
Employer Type: Private
Executive Managing Director: Benjamin C. Duster