Waterview Investment Banking is headquartered in Dallas, Texas.
Waterview Investment Banking offers Capital Raising, Financial Restructuring and M&A Advisory.
12770 Coit Road, Suite 1218,
Dallas, Texas 75251
United States
(469) 916-3937
waterview-ib.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.
| Year | ≤ '20 | '21 | '22 | '23 | '24 | '25 | T |
|---|---|---|---|---|---|---|---|
| Buyside (0.0/yr) | - | - | - | - | - | - | 0 |
| Sellside (0.0/yr) | 8 | - | - | - | - | - | 8 |
| 8 | |||||||
| Target Company | Date | Value | Type |
|---|---|---|---|
| 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 | # | 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 | ||
| Total | Sign-up to View | ||
| State/Country | # | Value | |
|---|---|---|---|
| United States | Sign-up to View | ||
| Texas | Sign-up to View | ||
| Maryland | Sign-up to View | ||
| Total | Sign-up to View | ||
| Type | # | Value | |
|---|---|---|---|
| Add-on Acquisition | Sign-up to View | ||
| Total | Sign-up to View | ||
| Corporate (8) | Deals |
|---|---|
|
Sign-up to View |
1 |
|
Sign-up to View |
1 |
|
Sign-up to View |
1 |
| Value | # | TOTAL |
|---|---|---|
| < $100M | Sign-up to View | |
| TOTAL | Sign-up to View | |
| Largest |
Optex Systems, Inc. $14M (2006-01-03) |
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