Why Watercress?

Our Mission

"What sets us apart is providing some of the most unique opportunities on the marker to entrepreneurs, private equity groups, family office, search funds, and capital investors – and their families. Together, we view wealth not as a prize but as potential."

"We are a premier investment bank that aspires to redefine and elevate the financial services experience through unparalleled client service and a commitment to excellence in all that we do. The client experience is the centerpiece of our model. We empower individuals, institutions, and corporations to realize their aspirations and achieve their most important goals. We do this by bringing the brightest minds together with energy, innovation, creativity, and passion to provide exceptional services, products, capabilities, and value that will enable our clients to achieve their financial and investment goals for generations to come."

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Our principles

The Core Tenets

The core tenets of our belief and value system have served us for decades and are rooted in our systems and processes today. Every explorer needs a map, and every business needs values.

Our Services

Uncommon Methods

Our standards for our services are the same standards established by our founders years ago, and our processes have evolved for the modern period, all while maintaining our day one principles that got us here.

Our People

Unique Approach

From our leadership team to our individual principals and associates, our mission focuses on serving you and your team for generations to come. We are confidantes, counselors, and navigators in our marketplace.

our Insights

Vision Oriented

To be trusted advisors in navigating the complexities of mergers and acquisitions. To be singularly dedicated to tailoring our services around our clients and their dynamic needs. This is why we’re here.

Why Watercress?

"What sets us apart is providing some of the most unique opportunities on the marker to entrepreneurs, private equity groups, family office, search funds, and capital investors – and their families. Together, we view wealth not as a prize but as potential."

"What sets us apart is our ability to provide some of the most unique opportunities in the lower to middle market to entrepreneurs, equity groups, family offices, search funds, business owners, and capital investors – and their families. Together, we view wealth not as a prize but as potential."

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