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, Smith Barney and American Appraisal Associates.

Clients benefit from Waterview’s diverse pool of knowledge. Waterview professionals have backgrounds and degrees in economics, finance, accounting, engineering and law as well as decades of real industry experience as executives and entrepreneurs. In addition, many of our professionals carry professional designations such as Chartered Financial Analyst (CFA), American Society of Appraisers (ASA), and Certified Public Accountant (CPA).

On the M&A side of our business, the Waterview team has closed well over 100 transactions and has generated over $1 billion in liquidity for their clients. Our Valuation Services Group served as the valuation expert on landmark estate planning cases and has provided unique insight and expertise to solve challenging valuation issues for over 20 years.