Why Tailwater Advisors?
Uncertainty is expensive. Clarity pays for itself.
Advisors who’ve sat on your side of the table - as investors, operators, and analysts.
There’s no shortage of consultants who can review your financials. What’s harder to find is an advisor who has actually sat across the table - as an investor, operator, and analyst - and can bring that perspective to your engagement.
Experience & Track Record
Our Principal, Joe Magner, brings a wealth of experience as a Wall Street analyst, corporate CFO, investor, and leader of startup and growth-stage companies. He understands your challenges better than most.
30+ years of professional strategic finance experience from Wall Street to the Board Room
Startups to multi-billion market cap public companies
Capital Readiness & Investor Preparation, Strategic Financial Assessment, Financial Strategy and Planning, M&A and transaction advisory, Financial Analysis & Planning, Financial Reporting & Analysis
Oil & Gas, Renewable Energy, Manufacturing, Cleantech, Energy & Industrial Innovation, Consumer
B.S. Business Administration, University of Colorado Boulder
M.S., Finance, University of Denver, Daniels College of Business
Chartered Financial Analyst (January 2001), Credential ID 635899
Philosophy / Approach / Differentiation
My method is the same every time: build the infrastructure first so the numbers can be trusted, then build the forward-looking intelligence so leadership can see what is ahead, then develop the financial narrative that allows the company to engage capital and partners from a position of strength. I do all three, and the sequence matters.
A View From Both Sides of the Table
Most financial consultants come from one world — accounting, banking, or operations — and view a business through that single lens. Tailwater Advisors has worked across capital markets, investing, business operations, and M&A, giving clients a more complete picture of how their business looks from every angle: to its leadership team, to its lenders, and to its investors.
Senior Attention, Every Time
Clients work directly with experienced senior professionals, not a rotating team of junior staff. This means faster turnaround, deeper context retention, and advice grounded in real experience.
Built for the Long Term, Not Just the Engagement
We don't optimize for a one-time deliverable. Our goal is to leave clients with stronger financial systems, clearer decision-making frameworks, and — where helpful — ongoing support that continues to add value well after the initial engagement.