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Watermark Advisors
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Summary
location iconGreenville, South Carolina
website
company sizeCompany size: 11-50

Watermark Advisors, LLC is a boutique investment bank located in Greenville, SC, United States specializing in Mergers & Acquistions, Capital Raises, Valuation, and Corporate Strategy. Watermark offers the following services to business owners who desire to sell their ownership stake in their company: Seminar for Sellers and Capital Raising Strategy Services Preparation Readiness Report Buyer List 5-Year Projections Senior Team Preparedness Valuation Data Rooms Offering Memorandums Seller Transaction Advisory Services Integration Divestitures Capital Raises Test the Market Reports Strategy Services Seminar for Sellers and Capital Raising Watermark provides valuations for sellers, acquirers, valuing restricted stock and grants, ESOP valuations, and goodwill impairment valuations.

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Investment Banks
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Watermark Advisors - Recent News & Articles

Calastone Research Reveals Tokenisation Could Save $135 billion for Asset Management Industry

Calastone, the largest global funds network, has today released groundbreaking research, revealing that tokenisation – the process of transforming asset ownership into digital tokens on a blockchain –...

Source: Fintech Finance News

Jefferies’ profit more than triples on investment banking windfall

Jefferies Financial reported an over three-fold rise in fourth-quarter profit on Wednesday as the investment bank earned higher fees from deal advisory and underwriting activity remained strong. An eb...

Source: Mint

Bank Leaders Expect Merger Activity to Accelerate in 2025

Nearly half of bank leaders believe their institutions will buy another bank in 2025, suggesting a potential uptick in merger activity in the coming year, according to a new survey on M&A by Bank Dire...

Source: Banking Exchange

TISE finds best place to capitalise on private assets

Guernsey stock exchange now provides a facility for trading shares in privately held companies. A stock exchange based in the Channel Islands is trying to capitalise on a global drought in initial pub...

Source: Financial Times

‘Defanging the SEC’ may turbocharge US economy: Cathie Wood

ARK Invest founder and CEO Cathie Wood expects that a “changing of the guard” at the United States Securities and Exchange Commission may turbocharge the economy and bring about an influx of innovatio...

Source: Cointelegraph

Investment Bank Vacancies Soar While Retail Banks Face Decline Reveals Morgan McKinley

The new research looks at the UK’s banking sector and how it compares to other G8 countries. It notes that as a result of deregulation reforms, stable interest rates, and divestment of price equity fi...

Source: The Fintech Times

A Tale of Two Consumers

The Impact of Two Consumer Classes and the Fed Funds Rate Outlook

Source: BankerAdvisor

Fed may have to cut aggressively as individuals finding jobs hard to get is rising

Investing.com -- The Federal Reserve may need to implement more aggressive rate cuts as recent data reveals a concerning trend in the labor market, according to Citi analysts in a note Wednesday. The ...

Source: Investing.com

Wall Street is praying firms will start going public again

For two long years private companies have spurned public markets, as rising interest rates dashed lofty valuations and stock prices vacillated. All this has been bad news for Wall Street. In 2021 Amer...

Source: Yahoo Finance

Tea Leaves and Emerging Economic Trends

Bank stocks are often perceived to be a harbinger of broader economic trends so BankerAdvisor wheeled around some of the big banks’ reported second quarter earnings to spot broad movements

Source: BankerAdvisor