The Waterford Group LLC
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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 to 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 is currently engaged with a boutique investment bank originating capital for lower to middle-market companies and developers in real estate, medical technology, agtech, consumer goods, private equity funds and a number of other industries.
I currently sit on the board of a multi state community bank with specialties in vineyard lending and large destination campgrounds. 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.
Waterford Group LLC. We provide financial resources to select clients worldwide