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Theodore Polk

  • Managing Director
312-674-4531
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Biography

Ted is a Managing Director at Capstone Headwaters. Prior to Capstone, Ted ran the corporate finance practice in the Central region for Morgan Stanley Smith Barney’s Capital Strategies Group and its predecessor, Citi Capital Strategies.  He has over 20 years of experience working with businesses across a variety of industries and has focused interest working with businesses providing tech-enabled products and services to industrial, government-related and other markets.  Ted is an active public speaker on the topic of business exits and recapitalizations of privately owned businesses.  

Ted was recognized by Global M&A Network in 2018 for his involvement in the USA Recap Deal of the Year and in 2017 for his participation in the US Corporate M&A Deal of the Year. He was previously recognized by the M&A Advisor in 2015 for Professional Services Deal of the year and was also previously recognized for his role on transactions awarded the Middle-Market M&A Deal of the Year, the Middle-Market M&A Financing Deal of the Year and the Cross-Border Middle-Market Deal of the Year. Early in his career, Mr. Polk worked at Valuemetrics, Inc. and in the Corporate Banking Group at The Bank of New York.

Education

The University of Chicago - MBA

Georgetown University - BSBA

Registrations & Affiliations

Chartered Financial Analyst (CFA)

FINRA - Series 24 General Securities Principal

FINRA - Series 7 & 63 Registered General Securities Representative

Industry Coverage

Leading defense contractors are leveraging buy-and-build strategies to capture prime contracts while also divesting ancillary businesses to become Aerospace & Defense (A&D) pure plays. The continuation of this industry trend is expected to fuel further merger and acquisition (M&A) activity in the Mapping, Modeling & Simulation (MM&S) industry.Read more

Expansion of the HVACR market has resulted from economic growth, the increased availability of tools and products that promote energy efficiency, and the consequential opportunity they create to retrofit building infrastructures.Read more

The ongoing need to retrofit or replace North America’s aging water and wastewater infrastructure continues to enable the development of innovative technology and more cost-efficient equipment in the Water Infrastructure industry.Read more