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Watermark Advisors

Headquartered in the rapidly growing city of Greenville, SC, Watermark ( is a 14-year-old investment banking firm that specializes in mergers & acquisitions (M&A) and private placement financing transactions for clients primarily located in the Southeast United States. Since July 2002, Watermark has facilitated these in addition to sell-side M&A, acquisition financings, valuations, fairness opinions and strategy consulting to over 75 clients. Watermark is a generalist firm and therefore serves clients in a broad range of industries including: software, energy, staffing, manufacturing, recycling, online retail, logistics, financial services, cloud services, retail, pharmaceuticals, and nanotechnology, among others. Watermark received FINRA (Financial Industry Regulatory Authority) membership status in 2004. FINRA is the leading non-governmental regulator for all securities firms doing business with the U.S. public. Watermark Advisors serves a specific niche of the market. Many such companies face challenges in meeting shareholder growth expectations in today’s hypercompetitive and rapidly changing economies. While the C-suites running these companies are savvy and smart, many lack a complete understanding of how to identify, acquire, and integrate companies as part of their growth strategy. In other words, a comprehensive approach to M&A. In contrast, larger companies have more experience with mergers, acquisitions, alliances, joint ventures and contractual agreements. Many of them have in-house experts. Companies that are less frequent acquirers usually do not have an in-house M&A team. Watermark serves this market by uniquely offering a comprehensive approach to M&A to help acquirers achieve better results from their acquisition plans. Our cradle-to-grave approach is a three-legged stool of capacity building in M&A, strategy consulting, and M&A transaction services broken into three phases (preparation, transaction and integration). Our culture allows strategy to be executed. It manifests itself in our daily actions for Watermark Advisors. For Watermark it means: (1) Team approach, in which all team members work on a given client assignment, (2) integrity and transparency (we hold each team member accountable, and each of them knows each client “by name”), (3) accessibility (as a small firm we can offer clients greater access to our processes and team members), (4) compassion (we treat each client with utmost respect and put their interests ahead of our own), and (5) serving the community: besides through improving the financial health of the community via companies’ growth, Watermark serves the community through charity. In addition to the above features, Watermark cultivates an environment of professionalism, integrity, and servant leadership by adhering to the following defining values: - Demonstrate a sense of urgency in execution without arrogance; - Passionately strive to achieve the best result without losing compassion for the people who help make it happen; - Encourage our people to grow in career, family, and community. Contact: Hagen Rogers Executive Managing Director 531 S. Main Street, ML-9 Greenville, SC 29601 Phone: (864) 527-5960 Email: Website:
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124 Verdae Boulevard, Suite 202, Greenville SC 29607