Headwaters MB brings people, quality advice, uncompromised client advocacy, and powerful reach to help our clients grow, capitalize or monetize their businesses. 

We provide a full suite of M&A and capital formation services offering impressive market access to owners and operators of middle-market companies.

We do the standard stuff that bankers do.  We help clients buy and sell companies or raise different types of capital.   We offer advisory services such as alternatives analysis, fairness opinions, and special situations advice.  And the “MB” in our name stands for merchant banking, where we have investment capabilities too. Learn more

Stories of Progress

The result of our efforts is a series of delighted clients. No one tells our story better.

Our Team
Recent Transactions
M&A
Has been acquired by
Equifax
We acted as sole advisor to the seller

Announced

08/16/2017

Industry

Aerospace, Defense, Government & Security
Technology, Media & Telecom
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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

Industrials / Industrial Technology
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M&A
Source3
Is being acquired by
Facebook
We acted as sole advisor

Announced

07/18/2017

Industry

Technology, Media & Telecom
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