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
Circle pIx
has been acquired by
Inside Realestate
We acted as advisor to the seller

Announced

02/15/2018

Industry

Technology, Media & Telecom
Industrial Technology
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M&A
has raised $30 million of equity capital from
We acted as advisor

Announced

01/31/2018

Industry

Healthcare & Life Sciences
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M&A
CSE
has been acquired by
Halo
a portfolio company of
Audax Group
We acted as advisor to the seller

Announced

01/17/2018

Industry

Business Services
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