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Adam Morris

  • Vice President
720.407.6270
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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

Our Q4 Middle Market Leverage Finance report shares key market stats including Broadly Syndicated Loan volume, interest rate spreads, leverage multiples, and equity contributions.  Conditions in the middle market have become more conservative as lenders continue to shift their credit focus towards protecting portfolio credit quality as the end of the credit cycle approaches. Read more

When preparing for a period of credit contraction, in many cases, we counsel our clients to execute a pre-exit dividend recapitalization prior to a sell-side market launch.Read more