Waterview Investment Banking

About The Fund

Waterview Investment Banking, also known as Waterview Advisors, is an investment banking firm with a strong focus on providing mergers and acquisitions (M&A) advisory services. They cater to clients primarily in the information technology (IT) industry, including the Telecommunications, Media, and Technology (TMT) sectors. They offer expertise in strategic sales, private equity-sponsored leveraged recapitalizations, stand-alone recapitalizations, management buyouts, divestitures, and spin-offs. Additionally, the firm possesses a valuation services group that supports business valuation and advisory services for various purposes, such as financial reporting, gift and estate tax, fairness opinions, and litigation support.Aside from M&A services, Waterview facilitates capital raising efforts, aligning with senior and junior debt providers, mezzanine financing, and equity investors. Their target market includes privately-held businesses with revenues ranging from $10 to $250 million, positioning themselves as a key player for middle-market transactions in America's cornerstone sectors. Waterview's approach is hands-on, with a team of private transaction specialists who have generated significant liquidity for clients since the 1990s. Their commitment to the industry segments they serve is highlighted by their quarterly publication, 'The Market,' an executive briefing on middle-market M&A topics, offered for free to subscribers. Waterview emphasizes a tailored experience, encouraging direct contact with their managing directors for personalized service. Their business hours and contact information, along with their regulatory compliance, are clearly stated, ensuring clients can engage with trust and confidence. With a location in Dallas, Texas, Waterview Investment Banking incorporates strategic geographic positioning to serve a broad range of businesses across the country.