With Increasing Disruptions On Companies, Watermark Advisors Believes Resources On Heightened Strategy Is a Must
Submitted by: Joan Roush on Mar 25, 2011 at 8:21 pm
Tagged with: Acquisitions, business strategy, business valuations, capital markets, capital raise, David Furse, divestitures, financial modeling, FINRA, healthy company, Investment Banking, M&A, Management Consulting, selling your company, SIPC, strategic model, strategy consulting
Source: Watermark Advisors, LLC
Greenville, SC- March 25, 2011 - The capital markets are on the road to recovery. The number of IPOs nearly tripled in 2010 while venture capital investments rose 19% over 2009. In total, private equity funds invested $132 billion in U.S. companies during 2010, the fifth highest one-year total on record.
Despite this good news, Watermark Advisors has observed that two-thirds of all companies that have interest in an M&A or capital raise are not healthy enough to find momentum in the capital markets. While the standards by which the capital markets measure a business’ health may be multi-faceted, Watermark Advisors believes that strategy is at the heart of what makes for a healthy company. Investment bankers and consultants at Watermark Advisors now work with clients to help them achieve vital business health in the months, and even years, prior to entering the capital markets.
Through research at Vanderbilt University, Watermark has identified several areas where companies most often trip up in strategy. These areas affect the three components of your ability to design and execute your company’s strategy, which are your vision, your road map and your resources. Strategy is a dynamic process because times change, technology changes, markets change and the rules of competition change. Sadly, companies typically realize only about 60 percent of their strategy’s potential value. Watermark provides strategy consulting as part of its service platform to navigate clients to a more competitive position in their marketplace, whether planning for a capital markets event or not.
Dr. David Furse recently joined the firm as a Senior Consultant providing clients his expertise in strategy management consulting. David has over 30 years experience as a strategy consultant, entrepreneur and professor. He has founded or been partner in two successful consulting firms: NCG Research and CEO Projects. He is currently on faculty at Vanderbilt University’s School of Management, teaching strategy and entrepreneurship courses. Dr. Furse is a sought-after speaker on a variety of topics of interest to senior executives, that include “Leading Change”, “Strategic Readiness – Diagnose, Design, Develop and Execute”, “Business Strategy Simulation”, “The Market Position Strategy Game” and “Thinking Like a CEO”.
In addition to Dr. Furse, Watermark welcomed a new analyst and two new interns. Michael Guardalabene joined Watermark as an Analyst after earning a Bachelor of Business Administration from Emory University with concentrations in Finance and International Business, and a minor in Economics. Originally, from Milwaukee, Wisconsin, Michael has travelled extensively and served as a Commercial Lending intern with a regional bank and a Finance/Business Development intern with Quad Graphics, a large commercial printer.
Jeffrey Broad and Philip Mabry, students at Furman University, joined the team as interns. A native of Pittsburgh, PA, Jeffrey Broad is a junior pursuing a Bachelor of Arts in Economics. This is his second internship in investment banking, having spent a summer with Deutsche Bank in Washington, D.C. Philip Mabry, a native of Richmond, VA, will graduate this spring with a Bachelor of Arts in Business and Sustainable Design. He has previously interned with investment banking firm Keefe, Bruyette & Woods, Inc. and McGuireWoods, LLP.
Watermark Advisors, LLC is a FINRA/SIPC-member investment banking firm, based in Greenville, SC, that helps business owners meet key strategic and financial objectives, including: raising capital; making acquisitions; divestitures; selling your company; designing, developing and executing business strategy; financial modeling; and business valuations and fairness opinions. For nearly nine years, it has served clients in the Carolinas, Georgia, Florida and Tennessee.
Contact:
Hagen Rogers
Executive Managing Director
Watermark Advisors, LLC
531 South Main Street
Greenville, SC 29601
Ph: 864-527-5960