Daniel McBroom is the Head of Investment Banking Services and on the management team for Capstone Headwaters, an award-winning elite middle market investment bank.
As Head of Investment Banking Services, Daniel is responsible for sourcing and analyzing hundreds of companies a year introduced by the firm’s institutional clients and partners. Select companies are engaged and his team will stay involved until the transaction is closed. These deals total over six billion of enterprise value annually.
Prior to Capstone Headwaters, Daniel’s experience in finance started while working in investment banking and private banking in New York and Houston for Bear Stearns and Goldman Sachs. He has been a member of multiple M&A teams, directly advising clients on strategic transaction opportunities.
Before his financial career, Daniel spent seven years as a pilot in the United States Air Force. As an Air Force Officer, he was deployed to forward locations in support of Operation Enduring Freedom. Daniel is currently attending the Executive Program at Stanford University's Graduate School of Business.
University of Notre Dame - MBA
United States Air Force Academy - BS
FINRA - Series 63 Registered Uniform Securities Agent
FINRA - Series 79 Registered Investment Banking Representative