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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

Market usage of Energy Management Services has grown steadily over the past five years. Growth within this industrial industry segment is attributed to its success in helping companies reduce one...Read more

The global Heating, Ventilation, Air Conditioning, and Refrigeration market value is expected to reach $251.6 billion by 2023, growing at an annualized rate of 6.8% during the forecast period...Read more