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Theodore Polk

  • Managing Director
312-674-4531
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Biography

Ted is a Managing Director at Capstone Headwaters. Prior to Capstone, Ted ran the corporate finance practice in the Central region for Morgan Stanley Smith Barney’s Capital Strategies Group and its predecessor, Citi Capital Strategies.  He has over 20 years of experience working with businesses across a variety of industries and has focused interest working with businesses providing tech-enabled products and services to industrial, government-related and other markets.  Ted is an active public speaker on the topic of business exits and recapitalizations of privately owned businesses.  

Ted was recognized by Global M&A Network in 2018 for his involvement in the USA Recap Deal of the Year and in 2017 for his participation in the US Corporate M&A Deal of the Year. He was previously recognized by the M&A Advisor in 2015 for Professional Services Deal of the year and was also previously recognized for his role on transactions awarded the Middle-Market M&A Deal of the Year, the Middle-Market M&A Financing Deal of the Year and the Cross-Border Middle-Market Deal of the Year. Early in his career, Mr. Polk worked at Valuemetrics, Inc. and in the Corporate Banking Group at The Bank of New York.

Education

The University of Chicago - MBA

Georgetown University - BSBA

Registrations & Affiliations

Chartered Financial Analyst (CFA)

FINRA - Series 24 General Securities Principal

FINRA - Series 7 & 63 Registered General Securities Representative

Industry Coverage

After a three month decline that brought U.S. manufacturing activity to its lowest level since the Global Financial Crisis, the industry showed signs of slight recovery in May and June.  Our Industrials & Manufacturing (I&M) Team has spoken to leading industry players and private equity firms across the industry to discuss how COVID-19 has impacted their business model and merger and acquisition (M&A) appetite.  While activity has slowed, and many companies have opted to delay a sale, select M&A transactions are still underway.Read more

Capstone Headwaters has released its Q1 2020 Mapping, Modeling & Simulation (MM&S) Executive Summary, detailing merger and acquisition activity in the industry.  The coronavirus pandemic has pushed the world to increasingly rely on technology to stay connected and informed while mitigating the spread of the highly-contagious disease.Read more

Capstone Headwaters has published its Q1 2020 Building Energy Management Coverage Report.  Merger and acquisition activity in the Building Energy Management industry has been robust with 127 transactions announced or completed in 2019, outpacing 2018 total deal volume by nearly 33%.  Strategic buyers have continued to account for the majority of the deals, comprising nearly 74% of the completed transactions. Read more