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Jack Maier

  • Co-Head of Investment Banking
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Jack has been involved in hundreds of transactions across a wide range of industries and is regarded as a leading expert on mergers, acquisitions and corporate finance in the middle market.

Prior to Capstone Headwaters, Jack was Managing Partner and Founder of Legacy Ptrs. & Co, LLC, an investment bank focused on the middle market. Prior to that, Mr. Maier was Co-Head of Mergers and Acquisitions and Financial Sponsors at FBR Capital Markets. He joined FBR in 2007 when FBR acquired Legacy Partners Group, LLC, founded by Mr. Maier in 2003. 

Prior to launching Legacy, Jack was Global Co-Head of Middle Market M&A at Credit Suisse. He joined CS when it acquired Donaldson, Lufkin & Jenrette where Mr. Maier was a partner. At DLJ he helped build and then led the firm’s Middle Market M&A Advisory Practice, which became one of the most successful middle market sell-side advisory practices on Wall Street. 

Prior to joining DLJ, Jack was with Wasserstein Perella & Co. in their Los Angeles office and later in San Francisco. 

Jack is a past member of the Board of Advisors of Wake Forest University’s School of Business and Georgetown University’s School of Business. 


Georgetown University, McDonough School of Business - MBA - Finance

Wake Forest University - BA - Economics

Registrations & Affiliations

FINRA - Series 7 & 63 Registered General Securities Representative

FINRA - Series 23 Registered General Securities Principal

FINRA - Series 79 Registered Investment Banking Representative