August 14, 2020
Boston, MA – Capstone Headwaters released its Pharmaceutical Outsourcing report today, reporting that despite COVID-19 induced disruption, merger and acquisition activity has remained robust in the Pharmaceutical Outsourcing industry with 37 transactions announced or completed in year-to-date (YTD) 2020, slightly outpacing the 36 transactions in YTD 2019.
August 12, 2020
Boston, MA – Capstone Headwaters released its Healthcare Information Technology (IT) Update today, reporting that the industry is undergoing an accelerated growth phase as the pandemic pushes the Healthcare industry to innovate and meet patient demand despite limitations on in-person visits.
August 11, 2020
Boston, MA – Capstone Headwaters released its August 2020 Building Products report today, reporting that COVID-19 has created unprecedented
August 7, 2020
Boston, MA - Capstone Headwaters, a leading middle market investment banking firm, is pleased to announce the addition of Managing Director Kenneth Wasik. Mr. Wasik will lead Capstone’s Consumer & Retail Group.
July 21, 2020
Boston, MA - Capstone Headwaters was named U.S. Middle Market “Investment Bank of the Year” by ACQ5 Magazine during their 2020 Global M&A Awards.
April 9, 2020
Boston, MA - Capstone Headwaters, a leading middle market investment banking firm, has expanded its Financial Advisory Services (FAS) practice with the addition of Managing Director Jack Bradley. Jack is highly successful at initiating and negotiating complex transactions, including debt restructurings and acquisitions, and has extensive mergers & acquisitions experience in due diligence, valuation, terms, and deal structure.
April 6, 2020
Denver, CO - This week, Capstone Headwaters' President, Phil Seefried, was interviewed by Private Equity Professional regarding his perspective on the deal market in the midst of the coronavirus outbreak. In the article "Nobody Knows Anything", written by GF Data CEO Andy Greenberg, Seefried shares his view on the current M&A deal pipeline. Here is an excerpt from the article:
"According to Phil:
March 19, 2020
Boston, MA - Capstone Headwaters, a leading middle market investment banking firm, was recognized at the Global M&A Network’s Middle Market M&A Awards ceremony held in Washington D.C. The firm was honored with four M&A industry awards, including one firm award, two transaction awards and one leadership award.
February 21, 2020
Boston, MA - Capstone Headwaters, a leading middle market investment banking firm, announced today that it has consolidated its investment banking resources and added leadership to enhance the firm’s focus on the consumer and retail market segments. The newly constructed Consumer & Retail Group (CRG), which will be led by the firm’s founder and CEO John Ferrara, marks the latest move in the firm’s ongoing efforts to provide middle market business owners and investors top-tier investment banking solutions.
January 28, 2020
Denver, CO - Capstone Headwaters, a leading middle market investment banking firm, is pleased to announce that Managing Director, Ted Kinsman, has joined the firm’s corporate leadership team as Head of the Denver, Colorado office. This move is highly valuable to the firm on several fronts and represents the firm’s expanding presence and status as a leading middle market investment bank.
January 27, 2020
Boston, MA - Capstone Headwaters, a leading middle market investment banking firm, is pleased to announce the promotions of both Sophea Chau and David DeSimone to the position of Managing Director. Chau and DeSimone have each played integral parts in the firm's expansion and development. This milestone reflects their demonstration of leadership and significant contributions to their respective practices.
November 25, 2019
Boston, MA - Capstone Headwaters, a leading international investment banking firm, was recently recognized for outstanding performance at the 18th Annual M&A Advisor Awards, which took place at the New York Athletic Club in New York, NY on November 19th, 2019.
Capstone was the recipient of two transaction-specific awards:
November 13, 2019
Boston, MA - Capstone Headwaters, a leading international investment banking firm, was recently recognized as the recipient of four awards at the 11th Annual Americas M&A Atlas Awards which took place at the Metropolitan Club of New York in New York City on the 24th of October 2019.
October 23, 2019
Boston, MA - Capstone Headwaters, a leading corporate finance solutions provider, has expanded its Employee Stock Ownership Plan (“ESOP”) advisory practice with the addition of Jeremy Huish. Huish has joined Business Transition Advisors (“BTA”), the ESOP advisory practice at Capstone Headwaters, as a Director BTA advises businesses looking to make an ownership transition in the future. Huish brings particular experience working with businesses that have, or are considering including, a captive insurance company as part of their corporate structure.
September 24, 2019
New York, NY– Three Capstone Headwaters professionals were recognized as emerging leaders during The M&A Advisor's 10th Annual Emerging Leaders Awards. The awards, which took place on September 17th at the New York Athletic Club, recognize and celebrate the achievements of the next generation of M&A, Financing and Turnaround professionals, whose significant level of success, while still under the age of 40, establishes them as the industry's emerging leaders.
Capstone Headwaters Emerging Leader Winners are:
June 27, 2019
Boston, MA - Capstone Headwaters, a leading middle market investment banking firm, announced today that it has expanded the firm’s corporate finance capabilities to include ESOP advisory services. This is the latest move in the firm’s ongoing efforts to offer middle market business owners and investors an end-to-end solution. Initially founded as an M&A advisory boutique, Capstone Headwaters now offers integrated and complementary services via several fully-dedicated groups, including Corporate Restructuring, Debt Advisory, Equity Placements and ESOPs, among others.
May 23, 2019
Boston, MA – Capstone Headwaters, a leading international investment banking firm, was recognized as the recipient of 2 awards at the 11th Annual Turnaround Awards on Monday, May 20th at the 2019 Global M&A Network Gala held at the Metropolitan Club of New York.
The Turnaround awards honor the best value-creating transactions, outstanding firms, professionals and legendary leaders from the international restructuring, investing, distressed M&A, and turnaround communities for successfully closing transactions. Winners are selected on pre-determined restructuring criteria, firm expertise and team leadership merits.
May 1, 2019
Denver, CO - Capstone Headwaters is pleased to announce the expansion of our Debt Advisory Group with the addition of Brian Schofield. Brian Schofield has joined the firm as a Managing Director in our Los Angeles office where his focus is serving private equity firms and private owners of middle market businesses in the placement of various forms of senior and junior corporate debt financing, including first- and second-lien debt facilities, unitranche loans, mezzanine debt, structured equity instruments, and other credit-based solutions.
April 11, 2019
Capstone Headwaters receives 3 Bank of the Year Awards and 7 Deal Awards in Q1
Boston, MA – This week The M&A Advisor announced Capstone Headwaters will be receiving the coveted International Investment Banking Firm of the Year award at the 11th Annual International M&A Awards to be held in New York on June 5, 2019. This awards program honors the industry leaders in mergers and acquisitions globally.
March 21, 2019
On Thursday, March 21, 2019, popular industry magazine, Rock Products, published an article written by Capstone Headwaters' Managing Director Joel Schneyer assessing the Rystad Energy Analysis. On March 15, Rystad Energy released a report detailing that in-basin sand has no initial impact (i.e. the IPs show no material differences) on well productivity in the Permian Basin. In his article, Schneyer takes a deep dive into this study and it's findings.