Jordan Houtz joined Headwaters MB (now Capstone Headwaters) in 2016 and currently serves as the Senior Vice President on the Business Services team.
He has over 5 years’ experience spanning investment banking, commercial technology banking, and private equity. Prior to Capstone Headwaters, Jordan worked as an investment banker at KeyBanc Capital Markets where he executed transactions across industrial, consumer and technology industries. He is primarily responsible for supporting lead bankers by managing workstreams, creating process materials, performing financial and operational analysis, management due diligence, facilitating buyer outreach and coordinating management presentations.
In 2017, Jordan was awarded the 8th annual emerging leaders award by the M&A Advisor.
University of Utah - BS - Finance
FINRA - Series 63 Registered Uniform Securities Agent
FINRA - Series 79 Registered Investment Banking Representative