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Adam Morris

  • Vice President
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Biography

Adam, Vice President within Capstone Headwaters’ Debt Advisory Group, brings over seven years of experience in credit structuring, analysis, and corporate debt placement. He has underwritten and syndicated numerous private debt investments throughout his career.

Adam was previously an Assistant Vice President at Madison Capital Funding, a middle-market lending institution based in Chicago, IL, where he was involved in all aspects of underwriting and managing a number of the firm’s debt investments. Prior to Madison Capital, he was an Analyst within the Leveraged Finance group at RBS Citizens Bank.

Education

Indiana University - BS – Finance & International Business

Registrations & Affiliations

Chartered Financial Analyst

FINRA - Series 79 Registered Investment Banking Representative

Industry Coverage

Capstone Headwaters’ Debt Advisory Group has released its March 2021 Middle Market Leveraged Finance Report, with timely insight on the volume, pricing, and leverage statistics of today’s Credit markets. While deal volume was depressed through much of 2020, lending activity returned in Q4 due to a strong push from sponsor leveraged buyouts (LBOs), add-ons at attractive multiples, and recapitalizations initiated during the pandemic. Read more

Capstone Headwaters’ Debt...Read more

Middle market (MM) lending activity came to a screeching halt in Q2 and only recently has new issuer volume returned, however, the focus initially has been on opportunistic, well-structured financings involving fundamentally sound businesses in recession-resistant sectors.Read more