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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

Over the past decade, high profile water crises in major markets have increased awareness of looming problems, including jeopardized water supplies in Georgia, Texas, California, and South Africa...Read more

Last year, we predicted renewed emphasis on transactions featuring C4ISR capabilities as a result of commitments to speed critical enabling technologies to the warfighter.  Within the C4ISR...Read more

E-Commerce & Internet Retailing is a fast growing industry with healthy fundamentals and strong tailwinds.  According to the US Department of Commerce, total e-commerce sales in the US...Read more