Mr. Phalon assists publicly held corporations and privately held business owners with business transactions and transactional planning including mergers, acquisitions and divestitures. During his 20 year career, Mr. Phalon has specialized in the valuation of businesses, business interests, and intangible assets. His assignments have required in depth knowledge of a wide range of industries, including real estate, healthcare, software services, and financial services.    

     

Mr. Phalon is a Chartered Financial Analysts (CFA), and a Senior Member of the American Society of Appraisers (ASA) certified in business valuation. Over the course of his career and prior to founding Waterview, Mr. Phalon successfully developed several regional valuation and financial advisory services practices for Arthur Andersen & Co. 

Email: peter.phalon@waterviewadvisors.com

Larry S. Starks - Senior Managing Director, Mergers & Acquisitions Group 

Mr. Starks has assisted the owners of closely held companies in the sale and valuation of their companies since 1985. Over the course of his career, Mr. Starks has worked on well over 150 transactions. Since his appointment as a Managing Director, Mr. Starks has led the successful completion of over 20 transactions and has provided business owners with over $500 million in liquidity. Mr. Starks has structured transactions as both asset and stock sales using various strategies including tax free reorganizations and private equity sponsored leveraged recapitalizations. Prior to Waterview, Mr. Starks managed the Southwest Region for the Citigroup Capital Strategies, the middle market M&A division of Citigroup and Smith Barney.  Previously, he was in the Valuation Services Group of Arthur Andersen & Co.

Mr. Starks received degrees in Finance and Economics from Baylor University. He is a Chartered Financial Analyst (CFA) and a Senior Member (ASA) of the American Society of Appraisers certified in business valuation. Mr. Starks has authored instructional materials for business valuation classes and was asked by the AICPA to lecture on the topic of business valuations and transactions to federal and state judges from around the United States. Mr. Starks is a past member of the faculty of the National Center for the Judiciary in Reno, Nevada. Mr. Starks has been featured on the Small Business School Series on PBS regarding exit strategies. Mr. Starks is a frequent guest speaker at Baylor University’s Executive MBA program regarding mergers and acquisitions. Mr. Starks is a Series 62 and 63 Registered Securities Representative, Series 24 Registered Securities Principal, and a Series 28 Financial and Operations Principal.

Email: larry.starks@waterviewadvisors.com