Mergers & Acquisitions

Capstone Headwaters provides world-class M&A advisory services to middle market business owners and investors pursuing a sale transaction. We are experts in generating shareholder wealth, either through a full or partial exit. Our reach into both the strategic acquirer and private equity communities is extensive and our industry relationships are deep. Through the marriage of our transaction execution skills and our domain expertise, we are able to deliver superior valuations, speed to closure and enhance the probability of success.

In addition, Capstone Headwaters offers buy-side advisory services to either large corporate acquirers, acquisitive middle market businesses or PE-backed portfolio companies seeking to leverage our industry expertise. Our M&A bankers often team with our financial advisory services (”FAS”) group to assist acquirers through target identification, valuation, quality of earnings review, business & financial due diligence, negotiations and the transaction closing process.

Types of Transactions


  • Corporate Sales
  • Recapitalizations
  • Divestitures
  • Strategic Acquisitions
  • Leveraged Buyouts
  • Management Buyouts
  • Strategic Mergers
  • Joint Ventures & Alliances

Team Members