The Waterford Group
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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:
- Recovered Employee Retention Tax Credits (ERTC) available to businesses via the CARES Act
- Sourced non-dilutive capital for an Energy Storage System that extends wind and solar storage life
- Provided Sales & Marketing expertise to grow early- and mid- stage businesses
- Chief Financial Officer, Privately held, multi-million dollar apparel company
- Wealth management platform design, implementation and oversight for a commercial banking group
- Business performance and strategic planning for a large hospitality group
- Real estate development for multi-family housing
- Strategic Planning for multiple non-profits to improve board engagement and increase fund raising
- Connected US med-tech firms to Changzhou International Investment Promotion Centre, Jiangsu, China
