We are experts serving

Entrepreneurs, and
Investment Banking

We are proud to be awarded Investment Bank of the Year by The M&A Advisor.

M&A Advisor
Headwaters MB Wins
Investment Bank of the Year

The M&A Advisor annually recognizes the very best in the M&A industry with prestigious awards. Headwaters MB is honored to be the recipient of the Investment Banking Firm of the Year award in 2014.

Learn Why

We are one of the largest independent, middle-market investment banking and growth advisory firms in North America.
Investment Banking
Our clients need and deserve quality advice, uncompromised advocacy, and powerful reach from their investment bankers. Sprinkle in capital ... 
Merchant Banking
Capital matters. We have it for situations that are complex and involve some urgency. Our merchant banking business brings capital to these opportunities.
Family Business Advisory Services
Guiding business-owning families takes specialized skill. We have the wisdom and experience to help, even when it's more than just business.
Family Office Services
Larger family owned businesses sometimes require long-term, patient capital partners. That's why we've developed proprietary access to family office capital for our clients.

Watch the Full Video Series

Headwaters Currents
  • Live From The Trade Show - GlassBuild America

    By: Darin Good, 10/08/2015

    Headwaters’ Building Products & Construction Services team recently participated in the 2015 GlassBuild America show in Atlanta, GA...
  • Headwaters MB Advised Tech Oil Products on its Acquisition by Hoover Container Solutions

    By: Jenna Luvin, 10/05/2015

    Headwaters MB announced today that it advised Tech Oil Products, Inc. (“Tech Oil”), a leading provider of waste, recycling, and cargo handling equipment to the offshore, maritime, and commercial industries in the Gulf of Mexico and globally, on its sale to Hoover Container Solutions, a portfolio company of First Reserve Corporation...
  • Live from the Trade Show: WESTEC 2015

    By: Len LaPorta, 09/29/2015

    Headwaters’ Industrial and Manufacturing team recently attended the WESTEC Show in Los Angeles hosted by the Society of Manufacturing Engineers (SME) and the Association of Manufacturing Technology (AMT)