We are experts serving

Middle-Market
Businesses,
Business-Owning
Families and
Family Offices.
Investment Banking
 
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 markets expertise for good measure. It’s all about great service experiences and most of all, outlier results. 
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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.
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Integrated 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.
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Family Office Direct Investment
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.
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Headwaters Capital Partners Fund


Sometimes there is simply an urgent need for capital. It could be a pending debt maturity or covenant issue, a liquidity need for an owner, or just a good ol' fashioned growth opportunity. We have a proprietary source of capital to help our clients meet these needs.
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