Samrat Karnik, Managing Director, has 17 years of middle-market corporate finance advisory experience across the full spectrum of advisory assignments. He works with industrial technology companies, with a particular focus on those in the instrumentation & sensors, industrial software & informatics, automation & control, energy efficiency and water & environmental technology sectors.

Prior to joining Headwaters MB, Samrat was a senior banker in the M&A and Industrial Groups of both Duff & Phelps and Houlihan Lokey where he was responsible for covering and providing investment banking advisory services to companies in the Industrial and Environmental Technologies sectors. Prior to Houlihan Lokey, he was an Associate at The Nassau Group, and began his investment banking career at Berenson Minella, a boutique M&A and restructuring advisory firm. 

Samrat is also a Co-founder and Head of Strategy for Dreambox Emergence, which is a social enterprise focused on bringing the benefits of and access to 3D printing / additive manufacturing technologies to remote, underdeveloped communities globally. He received his B.S. from the Leonard N. Stern School of Business at New York University.

Track Records
M&A
Bell and Howell
A portfolio company of
Versa Capital Management
Has divested specific assets to
We acted as sole advisor to the seller

Announced

08/02/2017

Industry

Industrial Technology
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M&A
Systems Solutions of Kentucky (SSK)
Has been acquired by
Lummus Corporation
We acted as exclusive advisor to the seller

Announced

11/07/2016

Industry

Industrial Technology
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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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Capital Raise
Seegrid
Secures Additional Financing
We acted as sole advisor

Announced

08/16/2016

Industry

Industrial Technology
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M&A
MIOX Corporation
Has been acquired by
Johnson Matthey
We acted as sole advisor to the seller

Announced

06/06/2016

Industry

Industrial Technology
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M&A
An asset of
Has been acquired by
We acted as sole advisor to the seller

Announced

07/01/2015

Industry

Industrial Technology
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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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Industrials Deal of the Year

2017 Winner
The M&A Advisor announced that Headwaters MB was named the winner of Industrials Deal of the...
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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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