Watermark Companies, LLC
Have updates for this profile? Please contribute data
= Subscriber Access Only
You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.
With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.
Watermark Companies, LLC - overview
Location
Houston, TX, US
Primary Industry
Financial Services
About
Based in Texas, US, Watermark Companies, LLC operates as a financial services company specializing in private investment services. Appareo Capital acquired Watermark Companies, LLC. The firm, as of September 2019, is led by its co-founder and Managing Directors, Peter B. Morin and Andrew H.
Spence. Watermark Companies, LLC partners with business owners to offer exit strategies, partial recapitalizations, and capital restructuring. It invests in companies across sectors like manufacturing, oil field services, automotive, media, transaction processing, and financial services, focusing on those with strong cash flow and growth potential. The firm’s strategy includes active management and operational involvement to enhance sales and EBITDA.
Watermark’s process starts with engaging directly with business owners, followed by thorough due diligence. Post-acquisition, Watermark invests in management, technology, and equipment to foster long-term growth and maintain core competencies.
Current Investors
Appareo Capital
Primary Industry
Financial Services
Sub Industries
Investment Banking
Website
www.watermarkcompanies.com
Company Stage
Mature - Buyout
Total Amount Raised
Subscriber access only
Watermark Companies, LLC - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Buyout | Completed | Watermark Companies, LLC | - |
Displaying 1 - 1 of 1
Time to go Pro
Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.