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Peter Nam

  • Managing Director
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Peter joined the firm in 2008 and currently serves as Co-Head of the Industrial Technology Group at Capstone Headwaters. 

Peter has over 20 years of experience across financial markets including M&A, capital formation, and financial advisory work, with a particular focus in robotics, automation, sensing, metrology, photonics, AI and Industrial IoT technologies. Prior to Capstone Headwaters, Peter led deal execution as a Vice President at two different boutique investment banks serving middle market companies in the Industrial Technology and TMT sectors. Peter began his investment banking career with Credit Suisse First Boston in their Global Technology Group focusing on mergers and acquisitions. Subsequent to CSFB, he also worked in the technology investment banking group at Robertson Stephens. 

Peter lives in Orange County, California with his wife, Hannah, and their two daughters and son.


University of California, Berkeley - BA - Economics

Registrations & Affiliations

FINRA - Series 7 & 63 Registered General Securities Representative

FINRA - Series 79 Registered Investment Banking Representative

Industry Coverage

Capstone Headwaters’ Industrial Technology Group (ITG) has published its periodic sector update.  In this report, ITG shares observations from its advisory experience with highly specialized smart water companies such as RedZone and also discusses how smart water technologies and digital solutions are proliferating across various applications.

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Capstone Headwaters has published its Industrial Technology Update: Robotics Segment Highlight. The report discusses observations from our advisory experience with successful robotics companies such as RedZone Robotics and Bell and Howell in the context of robotics & automation technologies that are proliferating across Infrastructure, Warehouse, and Retail end-markets.Read more

The latest issue of our Industrial Technology Value-Added Distributors Sector Overview, highlighting trends in M&A, financing, IPOs and capital markets for private and public companies in...Read more