Success Matters


About Water Street Advisors


Water Street Advisors is a Wisconsin-based consulting firm providing Mergers and Acquisitions services. These M&A services include buy-side, sell-side, and consulting engagements to privately held businesses and their owners across the Midwest. Companies served range in size from $1 million to $30 million in annual revenue and include a broad spectrum of industries. In addition to transactional services, Water Street Advisors assists companies in preparing for the completion of successful transitions.

Get to Know The Team


John Kielich, CPA as owner and principal consultant of Water Street Advisors brings over 30 years of experience assisting businesses to strategically develop and successfully implement corporate growth and succession initiatives. He is an expert in all aspects of the M&A process and has participated in the evaluation of over 300 acquisition candidates and the completion of more than 50 transactions. Prior to founding Water Street Advisors, John held senior level corporate development and operation roles with two large publicly held companies in different industries. Additionally, he has been responsible for strategic planning and led the implementation of a significant restructuring project. John began his career with a Big 4 public accounting firm and was a senior manager in their New York and Milwaukee offices. Additionally, in 2007, John started and successfully ran an M&A advisory division for a regional CPA firm. John is a frequent speaker at seminars and has authored several articles. John currently serves as President of the Wisconsin Chapter of MBBI.

John can be reached at jkielich@waterstreetadvisors.com

LeAnne Foster, CPA,  brings experience in mergers & acquisition, finance, and tax.  She has worked with privately held businesses through the transaction process-developing marketing materials, advising during negotiations and closing, and consulting on countless other details that go into conducting a successful and lucrative transaction. LeAnne has conducted acquisition target searches, drafted confidential offering memorandums and other seller materials, and developed and reviewed projections.  Her creative and innovative approaches allow for the best possible results for each client. Industry experience includes companies in investment services, medical, transportation, technology, biotech, manufacturing and distribution industries.  Having tax preparation and financial planning experience give LeAnne insight and guidance for deal structure and solutions.

Contact LeAnne at lfoster@waterstreetadvisors.com

Tom McRae has worked in all aspects of a business from starting several companies, managing key departments, business process reengineering, and operations improvement planning. This gives him keen insight into how to increase the value from a seller’s perspective, analyze it properly from a buyer’s perspective and represent the business giving proper credence to all of its attributes. Understanding a business and explaining its key attributes makes a potential buyer or seller confident they are well represented and the interested party firmly engaged. Tom also does consulting in many major industries particularly manufacturing, food, and polymers. He has developed corporate systems for project teams that specify, program, and implement improvements in the clothing, steel, and custom product line industries. Tom also understands the importance of building strong relationships. Teaming with referral partners and Firm personnel allow best practices and multiple skills sets to be utilized in all aspects of a client’s business.

Email Tom at tmcrae@waterstreetadvisors.com

Gary Les is a global senior executive with over 25 years of experience in leading, managing, and growing small and middle market companies. His specialties include: international revenue development, P&L responsibility, strategic planning, manufacturing, worldwide supply chain management, technology solutions, licensing, and legal affairs. Gary currently serves on boards of for-profit and not-for-profit organizations. Gary leads the CEO consulting team for Water Street Advisors.

Contact Gary at gles@waterstreetadvisors.com

At Your Service


Buy-side Services

Acquisition readiness
Confidential targeted searches
Transaction management

Sell-side Services

Seller preparedness
Marketing
Sales process
Negotiations
Execution and closing

Financial

We will help your business with bank financings or securing more permanent capital

Planning

Our Business Process solution includes Strategic,Tactical and Exit planning and the development of the specific tasks that need to get done

CEO

Our consultants bring significant experience in assisting companies with strategic and tactical initiatives to improve performance.

Current Opportunities


$13M Distribution Company.
Provider of Specialized Products and Custom Software to Financial, Gaming, and Public & Private Enterprises. Growing e-commerce business and proprietary products. They have licensing and exclusivity in several Midwest states and territories.


$8M Transport Company that meets needs for Construction and other Industries.
Provides Dump Truck and Hauling Services to loyal customers who continually return because of reliable service and on-time delivery. Fleet is well maintained by in-house mechanics and dispatch does an outstanding job.

$3.2M Specialty Contractor
Has a long history and outstanding reputation throughout Wisconsin for quality and service. Continued industry growth is expected and there is substantial backlog for this company.

$3M Specialty Industrial Chemical Company with world-wide distribution as well as domestic and international manufacturing capabilities.
Proprietary products. Specializes in Hazardous Waste clean-up and exceeds OSHA and EPA standards for wastewater.


Highly Profitable $2.2M Premier specialty retailer with 4 strategic locations in growing economic market.
Project Crystal Summary
Maintains a strong web presence and stellar reputation in the marketplace. Has buying power over competition and great management at each location.

Testimonials


“You kept the process on track and moving forward after bringing strategic buyers to the table and negotiated terms that were in my best interest long-term.”
 Dan, President, Injection Molding Company

“When we first began discussions, we realized that our best approach to changing our ownership structure was to first bring on board a new partner, grow the business then have a future sale. This plan has been very successful due to the way John and LeAnne structured the transaction”
 Wade, Owner, Technology Company

Newsletters


Let's Connect


MERGERS AND ACQUISITIONS

John Kielich (414) 899-0565

LeAnne Foster (262) 210-6637

Tom McRae (262) 337-0051