Waterford Group LLC
The Waterford Group is a Business Performance Advisor to a variety of industries, including vineyards, apparel manufacturers, commercial banks, wealth advisory firms, hospitality groups, and commercial real estate developers. We have expertise in financing, strategic planning, and reviewing business efficiencies.
Our strategic partners include vineyard lenders, architects, commercial real estate developers, investment and commercial banks, manufacturers, and private equity firms.
Our vineyard lender has significant experience in California.
We have acted as an advisor in the following engagements:
The Waterford Group acted as Interim CFO and reviewed capital requirements, strategic investor opportunities and financial operations for a multi-million athlesiure manufacturer.
The Waterford Group initiated, developed and managed a new wealth management platform for a privately held $500MM community bank that expanded wallet share and increased non-interest revenues.
We facilitated introductions and meetings between the Changzhou International Investment Promotion Center, a Chinese economic development group, and multiple medical technology companies.
We partnered to provide development activities for commercial and multi-housing real estate projects.