Since the 1980s, the principals of Waterview have been providing financial advisory services to business owners and corporations across a broad range of industries. The team is composed of seasoned professionals with previous work experience at firms such as Citigroup, Arthur Andersen and Smith Barney.


Clients benefit from Waterview’s diverse pool of knowledge. Waterview professionals have backgrounds and degrees in economics, finance, accounting, engineering and law.


The Waterview Investment Banking Team has closed well over 100 transactions and has generated well over $1 billion in liquidity for its clients.