Brendan is a Managing Director focused on private equity sponsor coverage and a member of Headwaters’ Management team. In that capacity, he oversees the sourcing and execution of transactions amongst Headwaters' banking teams and serves as the liaison to Mergers Alliance, an international consortium of middle market investment banks.

Brendan joined the analyst program at Headwaters in 2004, immediately engaging on transaction teams working across different industries on many types of deals. Being asked to assist on several of the firm's marketing efforts revealed a deep set of creative and innovative skill sets, leading to his elevation to Director of Marketing in 2005. 

Over the next five years, he engineered a series of marketing coups and breakthroughs for Headwaters, including multiple awards for brand identity campaigns, industry vertical campaigns, and recruiting campaigns of every stripe and complexity. 

In 2012, he was awarded 40 UNDER 40 by the M&A Advisor, an organization that recognizes and connects the world’s leading M&A professionals. 

Brendan serves on the Board of SalesChute, a software company specializing in e-commerce. He is a graduate of Pomona College. 

Track Record
M&A
Westone
a portfolio company of
CID Capital
has been acquired by
We acted as sole advisor to the seller

Announced

10/27/2017

Industry

Aerospace, Defense, Government & Security
Consumer & Retail
Healthcare & Life Sciences
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M&A
Graphic Controls
A portfolio company of
WestView Capital Partners
Has been acquired by
We acted as sole advisor to the seller

Announced

09/02/2016

Industry

Industrial Technology
Healthcare & Life Sciences
Industrials / Manufacturing
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Awards

Healthcare & Life Sciences Deal of the Year

2017 Winner
2017 International MA Award Winner
The M&A Advisor announced that Headwaters MB was named the winner of Healthcare & Life...
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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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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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