Watermark Advisors, LLC

Watermark Advisors, LLC is an investment bank in Greenville, SC. Founded in 2002 by Hagen Rogers, the firm specializes in mergers and acquisitions (M&A) and private placement financing transactions. It serves both sellers and acquirers with a comprehensive approach designed to improve exit returns for shareholders and increase return on investment for buyers. The firm offers specific services including valuations, fairness opinions, strategy consulting, acquisition financings, and integration planning. Watermark has facilitated M&A sell-side and buy-side deals, as well as private placements of debt and equity capital, for over 70 clients. The team includes Hagen Rogers, the Executive Managing Director and Founder, who launched the firm at age 31. The company operates with a collaborative culture where all team members work on client assignments, emphasizing integrity, transparency, and accessibility. Watermark partners with various third-party firms and academic institutions to support the delivery of its M&A programs. The firm holds a strong reputation for detailed processes, with client testimonials citing the team as instrumental to successful acquisitions in 2009 and 2018.

The office is located at 141 Traction Street in Greenville, SC. It sits about a tenth of a mile from The Gallery at West Greenville neighborhood and Easley Bridge Road. The location is approximately a third of a mile from St. Francis Downtown hospital, South Academy Street, and Brushy Creek. Pendleton Street is also within a tenth of a mile of the office.

Watermark Advisors, LLC stands out in the Greenville investment banking sector for its specialized focus on M&A execution and valuation. The firm’s unique methodology, referred to as The M&A Bridge, aims to overcome common transaction pitfalls such as unmet purchase offers and low returns on capital. By combining deep expertise in due diligence, negotiation, and integration, the firm provides a structured path for clients navigating complex business transactions. This dedicated approach to both the selling and acquiring sides of M&A distinguishes Watermark Advisors, LLC as a specialized resource for business owners in the region.

Services:

• Acquirers' Onsite M&A Master Class
• Industry Briefings
• M&A Consulting
• Sellers' Education & Events
• Valuation Services