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
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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