Waterview Advisors, Inc.

12770 Coit Road, Suite 1218,
Dallas, Texas 75251
United States
(469) 916-3937
www.waterviewadvisors.com

Waterview Advisors, Inc. is an investment bank and financial advisory firm focused on serving domestic and international clients. The Firm provides middle-market companies with services related to mergers and acquisitions, capital raising, valuations, fairness opinions, business management, financing strategies, and strategy. The Firm’s sector coverage includes aerospace, defense, building materials, construction, engineering, consumer products, energy, environmental, financial services, healthcare services, IT, publishing, marketing, retail, software, chemicals, and communications. Waterview Advisors is based in Dallas, Texas.


M&A Advisory Summary

Buyside vs Sellside

Year '19 '20 '21 '22 '23 '24 T
Buyside (0.0/yr) - - - - - - 0
Sellside (0.0/yr) 9 - - - - - 9
  9

Most Recent

Target Company Date Value Type
Sign-up to View 2019-08-08 - Business Services
Sign-up to View 2014-01-02 - Energy Services and Equipment
Sign-up to View 2012-12-27 - Energy Services and Equipment
Sign-up to View 2012-08-09 - Utilities
Sign-up to View 2011-05-31 - Energy Services and Equipment
Sign-up to View 2011-01-14 - Machinery
Sign-up to View 2009-03-09 - Aerospace
Sign-up to View 2006-01-03 14M USD Defense
Sign-up to View 2003-05-19 9M USD Healthcare Services
View All >>

Sector Experience

Sector # Value
Energy Services and Equipment Sign-up to View
Defense Sign-up to View
Healthcare Services Sign-up to View
Machinery Sign-up to View
Utilities Sign-up to View
Aerospace Sign-up to View
Business Services Sign-up to View
Total Sign-up to View

Geo Experience

State/Country # Value
United States Sign-up to View
  Texas Sign-up to View
  Maryland Sign-up to View
Total Sign-up to View

Transaction Type Experience

Type # Value
Add-on Acquisition Sign-up to View
Recapitalization Sign-up to View
Total Sign-up to View

Top M&A Clients

Corporate (9) Deals
Sign-up to View
1
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1
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1

Deal Values

Value # TOTAL
< $100M Sign-up to View
TOTAL Sign-up to View
Largest Optex Systems, Inc.
$14M (2006-01-03)