Headwaters MB Overview
- Service
-
Investment Bank
- Founded
-
2001

- Serviced Companies
-
197
- Serviced Deals
-
200
- Serviced Investors
-
41
Headwaters MB General Information
Description
Founded in 2001, Headwaters MB was an investment banking firm serving middle-market entrepreneurs, business owners, investors, and creditors. Headquartered in Boston and Denver, Capstone Headwaters had a global reach that spans 30 countries. The firm offered a fully integrated suite of corporate finance services, including mergers and acquisitions, debt and equity private placement, corporate restructuring, valuation and fairness opinion, and financial advisory services. The company was acquired by Capstone Partners for an undisclosed amount on January 8, 2018. The acquisition will enable the acquirer to become the largest independent investment banks in the United States with comprehensive vertical and product coverage for entrepreneurs, family-owned businesses, private equity sponsors and creditors. The entity is no longer tracked by PitchBook.
Contact Information
- 1225 17th Street
- Suite 1725
- Denver, CO 80202
- United States
Headwaters MB Services to Companies
Service on a Deal (201)
Company Name | Service Provided | Deal Date | Deal Type | Deal Amount |
---|---|---|---|---|
Moon Tide Springs | Advisor: General | Jan 2019 | 00000 | 0000000 |
000000000 00000000 | Advisor: General | Dec 2017 | 00000 | 0000000 |
0000 000000000 000 | Advisor: General | Dec 2017 | 00000 | 0000000 |
000000000000 00000 | Advisor: General | Dec 2017 | 00000 | 0000000 |
000000 | Advisor: General | Nov 2017 | 00000 | 0000000 |
000 000000 | Advisor: General | Nov 2017 | 00000 | 0000000 |
0000000000000 0000 | Advisor: General | Oct 2017 | 00000 | 0000000 |
0000000 0000000 | Advisor: General | Oct 2017 | 00000 | 0000000 |
MHC Software | Advisor: General | Sep 2017 | 00000 | 0000000 |
Solidyn Solutions | Advisor: General | Sep 2017 | 00000 | 0000000 |
Headwaters MB Services to Investors
Service on a Deal — Buy Side (48)
Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
---|---|---|---|---|
A.J. Oster | Advisor: General | Nov 2017 | 00000 | 0000000 |
00000000000 | Advisor: General | Sep 2017 | 00000 | 0000000 |
0000000 | Advisor: General | Jul 2017 | 00000 | 0000000 |
000000000 0000000 | Advisor: General | Jul 2016 | 00000 | 0000000 |
000 0000000 | Advisor: General | Dec 2015 | 00000 | 0000000 |
000 0000000 000000 | Advisor: General | Aug 2015 | 00000 | 0000000 |
0000000 000000000 | Advisor: General | Aug 2015 | 00000 | 0000000 |
0000000 | Advisor: General | Apr 2015 | 00000 | 0000000 |
Igloo Products | Advisor: General | Jan 2015 | 00000 | 0000000 |
Precision Surfacing Solutions | Advisor: General | Jun 2014 | 00000 | 0000000 |
Service on a Deal — Sell Side (19)
Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
---|---|---|---|---|
Bell and Howell | Advisor: General | Jul 2017 | 00000 | 0000000 |
0000000 00000 | Advisor: General | Jul 2016 | 00000 | 0000000 |
00 00000000 | Advisor: General | May 2015 | 00000 | 0000000 |
0000000 | Advisor: General | Jul 2014 | 00000 | 0000000 |
00000000 00000000 | Advisor: General | Jul 2014 | 00000 | 0000000 |
000000 00000000 | Advisor: General | Jul 2014 | 00000 | 0000000 |
0000000000 0000000 | Advisor: General | Jul 2014 | 00000 | 0000000 |
0000 000000000000 | Advisor: General | Mar 2013 | 00000 | 0000000 |
Oclaro | Advisor: General | Dec 2012 | 00000 | 0000000 |
Housatonic Partners | Advisor: General | May 2012 | 00000 | 0000000 |
Headwaters MB Investment Preferences
Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
---|
Headwaters MB Team (309)
Name | Title | Deals | Office | Contact Info |
---|---|---|---|---|
John Ferrara | Founder & Chief Executive Officer | 00 | Boston, MA |