Sam is a Vice President at Capstone Headwaters, with over 12 years of experience serving clients on transactions involving mergers, acquisitions, divestitures, valuations, recapitalizations and other corporate finance assignments. He has amassed extensive experience across a number of diverse industries, including business services, niche manufacturing, industrials, consumer products, value-added distribution, food, packaging, building products, specialty chemicals, software, and life sciences. Sam has successfully closed M&A transactions for entrepreneurs, private equity clients, and large and small public companies. Over the course of his career, Sam has participated as an advisor on M&A transactions with aggregate value in excess of $1 billion.
Prior to joining Capstone Headwaters, Sam worked as a senior investment banker at Prestwick Partners. Earlier in his career, Sam worked for Colorado Capital Management, an investment advisor focused on financial planning and wealth management for high-net-worth individuals, families and foundations.
University of Colorado – BS – Business Administration with Concentration in Finance
FINRA – Series 7 & 63 Registered General Securities Representative