Who We Are
 

Headwaters exists for one fundamental reason: to achieve extraordinarily good results for our business-owning clients. We help them grow, capitalize, monetize, or transition through generations, their businesses.

investment-bankers
There are four ways we accomplish that mission:

1.We have extraordinarily good people.


We bring together the best people in the business to work on our clients’ behalf. Seriously. There’s only one kind of professional who can succeed at Headwaters: an unusual one. One who’s team-oriented, completely entrepreneurial, and more concerned about substance and results than ego. We found them. You get to work with them.

2.We gather extraordinarily good information.


Growing competitive businesses and getting transactions done in a highly favorable way requires great, hard-to-access information. Knowing how to target acquisition opportunities to avoid auction processes. Blending the quantitative and qualitative data necessary to govern and transition a business. Finding the needle-in-a-haystack buyer. Understanding the bets investors are making and reinforcing their logic for doing so. Knowing the mechanics and structure of a publicly undisclosed transaction in your industry. We collect it. You get to use it.

3.We maintain and use our extraordinarily good network.


Our network is significant and global. You believe your business has growth potential, if only you could secure some additional growth capital or strategically important resources. You think your company belongs in the hands of the giant in your business – if only you could open the door. Your prospective investor or joint venture partner loves everything about your business – if only a mutually respected third party can convince them you're not too good to be true. No one in our business manages their network as effectively as we do for your benefit.

4.We run an extraordinarily good process.


There’s no small amount of discipline and experience required to maneuver a middle-market business to an unfairly good outcome. With over twenty-five billion dollars of enterprise value under advisory guidance and eight billion dollars of transaction experience, our time-tested processes helps us maintain discipline in advisory engagements and transactions of all shapes and sizes.




Headwaters Way
Headwaters brings world-class bankers together with a best-of-breed network, gives them state-of-the-art information and...
Our Network
It’s hard for middle market companies to get access to the acquisition dealmakers at big headquarters. It’s also hard for...
Global Reach
Headwaters has strategic global partnerships of 17 firms spanning 42 offices in 30 countries.
People
Often the smartest banking isn't about numbers. That's why we’ve built a stable of stellar banking professionals to add...
Affiliated Organizations
With our network of industry-leading affiliates, we have greater capabilities to turn untapped potential into profitable...
Awards
Our clients recognize our dedication to long-term value and people-powered results. And apparently others do, too.