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Jordan Houtz

  • Senior Vice President
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Biography

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.

Education

University of Utah - BS - Finance

Registrations & Affiliations

FINRA - Series 63 Registered Uniform Securities Agent

FINRA - Series 79 Registered Investment Banking Representative

Industry Coverage

The rise in e-commerce, social media, and digital news has driven shifts in marketing and advertising to digital channels, accelerating the Marketing Technology (MarTech) and Advertising Technology (AdTech) segments. MarTech and AdTech’s emersion in the space has created competitive advantages over traditional marketing services providers, offering precise marketing solutions coupled with tracking real-time analytics for active campaigns.Read more

Capstone Headwaters has released its March 2021 Business Process Outsourcing (BPO) & Contact Centers Industry Update, available for free download below. Operational challenges amid COVID-19 have placed heightened focus on cost-effective, consumer oriented BPO and contact center solutions as companies look to increase productivity, while simultaneously retaining their consumer base.Read more

The proliferation of digital consumer channels and an increased focus on delivering high-quality and efficient customer experience solutions have fueled demand in the Business Process Outsourcing (BPO) & Contact Centers industry.Read more