The Waterford Group LLC
Steven J Barton MBA
Managing Director & Founder
Minneapolis, Minnesota
Mobile: 651-402-0152
Email: [email protected]
LinkedIn: https://www.linkedin.com/in/stevenjbarton/
Founded in 2005 as a Business Performance and Strategic Planning Advisor, The Waterford Group has consulted to a variety of industries sourcing capital, providing M&A advice and financial engineering.
The Waterford Group acted as primary advisor in multiple engagements, including:
The Waterford Group acted as primary advisor in multiple engagements, including:
- Sourced and referred over $4B in debt and equity financing opportunities for US Capital in 2024
- Sourced non-dilutive capital for an Energy Storage System that extends wind and solar storage life
- $15,000,000 capital raise for a bio-plastics company as Interim CFO
- Provided Sales & Marketing expertise to grow early- and mid- stage businesses
- Interim CFO to review strategic M&A, Privately held, multi-million dollar apparel company
- Designed and implemented a Wealth Management platform for a commercial banking group
- Market expansion advisory and strategic planning for a large hospitality group
- Commercial RE development converted a downtown core office building to multifamily apartments
- Strategic Planning for non-profits to improve board engagement and increase fund raising
- Connected US med-tech firms to Changzhou International Investment Promotion Centre, Jiangsu, China
- Sourced financing opportunities in the US, Canada, Caribbean, LatAm, UK, EU, Eastern Europe and Asia
My background includes senior positions in investment banking, private equity, wealth management and commercial banks. Waterford Group was most recently engaged with a boutique Silicon Valley investment bank, originating over $4B in capital for LMM companies and developers.
I currently sit on the board of Unity Bank, a multi-state commercial bank with a specialty in vineyard lending in California and Oregon. I also serve on the Advisory Board of Zorro.FI, a Silicon Valley FinTech company. I've served as a volunteer in leadership positions on a number of community boards including the Saint Paul Fire Foundation, Hennepin County Sheriff Foundation, Hmong American Partnership and the Waterloo-Cedar Falls Symphony Orchestra.
I currently sit on the board of Unity Bank, a multi-state commercial bank with a specialty in vineyard lending in California and Oregon. I also serve on the Advisory Board of Zorro.FI, a Silicon Valley FinTech company. I've served as a volunteer in leadership positions on a number of community boards including the Saint Paul Fire Foundation, Hennepin County Sheriff Foundation, Hmong American Partnership and the Waterloo-Cedar Falls Symphony Orchestra.
The Waterford Group - Providing Financial Resources to Select Clients Worldwide
