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Jordan Houtz

  • Senior Vice President
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Biography

Jordan Houtz joined Headwaters MB (now Capstone Headwaters) in 2016 and currently serves as the Senior Vice President on the Business Services team.

He has over 5 years’ experience spanning investment banking, commercial technology banking, and private equity. Prior to Capstone Headwaters, Jordan worked as an investment banker at KeyBanc Capital Markets where he executed transactions across industrial, consumer and technology industries. He is primarily responsible for supporting lead bankers by managing workstreams, creating process materials, performing financial and operational analysis, management due diligence, facilitating buyer outreach and coordinating management presentations.

In 2017, Jordan was awarded the 8th annual emerging leaders award by the M&A Advisor.

Education

University of Utah - BS - Finance

Registrations & Affiliations

FINRA - Series 63 Registered Uniform Securities Agent

FINRA - Series 79 Registered Investment Banking Representative

Industry Coverage

Through the beginning of June 2019, there have been 19 announced or closed transactions in the Call Center industry, consistent with year-to-date levels in 2018. Strong buyer interest in the industry has been supported by profit margin expansion and robust demand among US firms for outsourced customer service operations. Read more

In 2018, 331 transactions were announced or completed in the Marketing Services industry. Through Q1 2019, deal volume was robust with 92 transactions, compared to 64 in Q1 2018. Acquisitions in the Marketing Services industry have predominantly been completed in the Digital and Direct Marketing segments.Read more