Robert Hamm

Robert G. Hamm is a Managing Director at Waterview Investment Banking, Inc. (branded "Waterview Advisors" / "Waterview"), a Dallas-based transaction advisory firm specializing in mergers and acquisitions for closely-held, middle-market businesses. He joined the firm in 2008. Waterview positions itself as a "leading provider of merger & acquisition services," and reports having generated over $1 billion in liquidity for clients since the 1990s. The firm serves private companies with roughly $10M–$250M in revenue and delivers its investment banking services through the affiliated broker-dealer Waterview Securities, Inc.

Before Waterview, Hamm led the Southwestern Region for Citi Capital Strategies, Citigroup's middle-market investment banking division. During his time at Citigroup he worked with more than 200 operating businesses as both a valuation consultant and M&A advisor, on engagements ranging from small privately-held companies to NYSE-listed corporations across most major industry segments (retail, marketing/advertising, business services, healthcare, technology, manufacturing, energy, transportation/logistics, and construction). Earlier in his career he worked in the tax division of a regional CPA firm.

Hamm's background is unusually credential-heavy for a dealmaker: he holds a J.D. from Baylor University, a Master of Professional Accounting from the University of Texas at San Antonio, and a B.B.A. from the University of Mary Hardin-Baylor. He is a member of the State Bar of Texas, a Texas-licensed Certified Public Accountant (CPA), and holds FINRA Series 24, 79, 7, and 63 securities licenses — a combination that spans legal, accounting/valuation, and securities/deal-execution expertise.

Note: Despite the "Angel Investors" label in the source stub, public sources consistently describe Hamm and Waterview as an M&A/investment-banking advisory practice that sells companies and raises capital *for clients*, not a firm that writes seed-stage equity checks. No angel or venture investment activity by Robert Hamm could be verified.

• Not an equity investor. Waterview is a sell-side M&A and capital-raising advisor, not a fund. Founders looking for a seed check should not expect one here.
• Client profile: closely-held, privately-owned middle-market companies with approximately $10M–$250M in revenue seeking liquidity, a sale, or growth capital.
• Service focus: mergers & acquisitions (primarily sell-side), business valuations, fairness opinions, and capital raising / financing-strategy advisory.
• Sector orientation: broad "backbone of America's economy" industries — retail, healthcare, technology, manufacturing, energy, business services, marketing/advertising, transportation/logistics, and construction.
• What makes an engagement a fit: an owner of an established, revenue-generating company contemplating a sale, recapitalization, or liquidity event — where Hamm's valuation + legal + securities skill set adds value.