In knowledge economies, human capital has become the single most important strategic component for corporate success.

With a specialty focus on Marketing Services, IT Services, Business Process Outsourcing (BPO), Franchising, Education & Training and Human Capital, Headwaters has a deep understanding of how successful business services companies thrive. That knowledge, combined with proven tools which highlight value-added capabilities, creates a powerful ability to represent clients in their sale or capital raising transactions.

Headwaters professionals have extensive operational and transaction experience for middle-market companies in the business services sector.

Transactions
Capital Raise
Senior Secured Credit Facility
We acted as sole advisor

Announced

12/30/2016

Industry

Business Services
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M&A
Precision Opinion
Has acquired the Public Health Opinion and Social Sciences Division of
SHC Universal
We acted as sole advisor to the buyer

Announced

07/27/2016

Industry

Business Services
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M&A
Redstone College
Has been acquired by
Spartan College
A portfolio company of
We acted as sole advisor to the seller

Announced

07/05/2016

Industry

Business Services
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M&A
Has been acquired by
We acted as sole advisor to the seller

Announced

07/01/2015

Industry

Business Services
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Capital Raise
Senior debt refinancing led by
We acted as financial advisor

Announced

07/01/2015

Industry

Business Services
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Capital Raise
Formed a new joint venture
with
We acted as sole advisor

Announced

03/01/2015

Industry

Business Services
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Team Members
Bob Balaban
Managing Director
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Chad Gardiner
Chad Gardiner
Vice President
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Jack Maier
Head of Investment Banking
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Phil Seefried
Phil Seefried
Founder and CEO
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Come Meet Our Bankers
Sep 7 2017 to Sep 9 2017

Franchising Event- Franchise Expo West

Denver, CO

For more information, click here.

Our Awards

Top Investment Banking Firm to Work For

2016 Winner
Ivy Exec recently published their inaugural 2016 Best Investment Banking Firms to Work For Rankings...
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Investment Bank of the Year

The Global M&A Network announced that Headwaters MB has been named Investment Bank of the Year...
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Financial Services Deal of the Year Category

The Global M&A Network announced that Headwaters MB has won the Financial Services Deal of the...
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Investment Bank of the Year

Headwaters MB awarded Investment Bank of the Year at the 13th Annual M&A Advisor Awards Annual...
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Deal of the Year

M&A Atlas Awards
The Global M&A Network announced that Headwaters MB has been named a winner for Americas Deal...
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