Information, access and client advocacy drive the M&A process. Buyers want to know who else is at the table, how much they might pay, and how they’re going to ensure they win the deal. It’s made vastly more difficult by the opacity of the middle market. This gives Headwaters an advantage.  We have dozens of clients in the market at any given time. Collecting and synthesizing the feedback that the market delivers in real time provides us a unique vantage point on the direction of transaction markets as well as the psyche and behavior of thousands of potential buyers and capital providers.  At some point, every process becomes a poker game.  We’re excellent card players.

Choosing the right investment bank will make a real difference in your transaction. We have the market reach that you deserve and we have the skills and knowledge to negotiate for you on all aspects of your transaction. 

We earn our stripes because we get our clients considerably more money when selling their companies than they could have gotten with other advisors or on their own.

Transactions
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
Hamony Gardens
has been acquired by
Site one Landscape supply
We acted as sole advisor to the seller

Announced

10/26/2017

Industry

Building Products & Construction Services
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M&A
Technical Diagnostic Services
Has been recapitalized by
Calvert Street Capital Partners
We acted as sole advisor to the seller

Announced

10/25/2017

Industry

Energy
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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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Our Team