Consulting
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The Waterford Group
Merging Capital With Opportunity™
We provide financial solutions to select clients worldwide.

Steven J Barton, Principal/ Founder
Minneapolis, Minnesota
651-402-0152
sjbarton@waterfordgroupllc.com
LinkedIn:
https://www.linkedin.com/in/stevenjbarton/


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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:
  • 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
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