Named “Investment Bank of the Year” for the third year in a row

Headwaters MB is an independent, middle market investment banking firm providing strategic merger and acquisition advice, capital raising and special situations advisory.

Founded in 2001, Headwaters MB provides investment banking services to entrepreneurs, corporations and business-owning families to help them grow, recapitalize, or create liquidity. Our team is comprised of world-class investment bankers and industry veterans from around the globe, possessing deep industry knowledge and a passion for client advocacy. Read More

Recent Transactions
M&A
MHC Software inc
has been acquired by
02 Investment Partners
We acted as sole advisor to the seller

Announced

10/13/2017

Industry

Financial Services Technology
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M&A
Solidyn Solutions Inc
has been acquired by
Polaris Alpha
a portfolio company of
Arlington Capital Advisors
We acted as sole advisor to the seller

Announced

10/03/2017

Industry

Aerospace, Defense, Government & Security
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M&A
Defense Group Inc
Has been acquired by
SOS International LLC
We acted as sole advisor to the seller

Announced

09/22/2017

Industry

Aerospace, Defense, Government & Security
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We bring together the best people in the business to work on our clients’ behalf. Seriously.

A Message to Business Owners

Back in 2000, Headwaters’ founder had his first experience as a customer of a larger investment bank. He experienced first-hand how non-conforming capital raises are handled and how it felt to be used as a “chip” in their advisor’s relationship with more important customers. That experience left a mark.

Our “why?” To never let a business owner feel this way again. To build a modern enterprise laser-focused on preparing our clients for a successful transaction, then kicking down doors and driving extraordinary results for the business owner trying to access the opaque world of middle market finance.

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Named Winner of Deal of the Year in Two Categories

The M&A Advisor announced that Headwaters MB was named winner of Healthcare & Life Sciences Deal of the Year and Industrials Deal of the Year at the 9th Annual International M&A Awards. The nominations, representing over 260 companies, representing every major market in the world, were judged by an independent jury of industry experts.

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Stories of Progress

Headwaters MB is a middle-market investment bank that exists for one reason - to achieve extraordinary results for our business-owning clients. This video series discusses how the Headwaters' team successfully positioned our clients to grow, capitalize or monetize their business.

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