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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 The M&A Advisor for his participation in the Professional Services deal of the year for 2015 and was 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

Due to the continued deterioration of the nation’s infrastructure, there remains tremendous opportunity for operators in the Water Infrastructure industry to capitalize on the need for...Read more

The Payment Processing industry has been supported by robust macroeconomic tailwinds and the rise in demand for value-added, real-time payment solutions. The global Digital Payment market is...Read more

On the heels of growth in downstream manufacturing markets, demand in the Industrial Equipment industry has been significant. The Industrial Production Index, a measure of manufacturing, mining,...Read more