MB  Headwaters MB

http://www.headwatersmb.com





     Office Locations:

620 Newport Center Drive, Suite 360
Newport Beach, CA 92660
Phone: 949-706-8440
Fax: 949-706-8445

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Stages:

  • Growth
  • Middle Market


 

Industries:

  • Business Services
  • Communications & Networking
  • Consumer Products & Services
  • Energy & Clean Tech
  • Food & Agriculture
  • Information Technology
  • Life Sciences & Healthcare
  • Manufacturing & Industrial
  • Sports & Entertainment

  •  

    Description:

    Headwaters MB is a middle market merchant bank headquartered in Denver, Colorado. The firm has completed over $8 billion in transactions the past five years, including raising over $1 billion of equity and completed over fifty M&A transactions in the financial services industry. It provides its client companies with investment banking functions, including merger and acquisition services, capital formation services, and financial advisory services. Its affiliated equity fund, Rio Grande Investment Partners LP, invests solely in the firm's investment banking clients. The firm's second fund, Headwaters Capital Partners, invests $10-30 million at a time. Headwaters looks for opportunities nationwide across a broad spectrum of industries including healthcare, consumer products and services, gaming, entertainment and leisure, technology, telecommunications, business services, energy, and natural resources.


     

    Funds:


      Fund Name


      Amount


      Date

    Get funds under management for this firm including Fund name, Dollar size of fund raise, and Vintage with a National Database subscription or New York Database subscription.



    Investment Firm Key

       VC = Venture Capital
       PE = Private Equity
       A = Angel
       I = Incubator
       MB = Merchant Bank
       VD = Venture Debt
       FI = Family Investment Office
       FOF = Fund of Funds
       ED = Economic Development Office   
       TT = Technology Transfer Office
       CVC = Corporate Venture Capital
       SEC = Secondary Purchaser
       HF = Hedge Fund/Mutual Fund
       
       
       
    COMPANY STAGEREVENUE
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Revenue
    Growth Stage
    (also called Mid-stage)
    $2M-$7M
    Expansion Stage
    (also called Late-stage)
    $7M and greater
    Private Equity
    Lower Middle Market$10M-$249M
    Middle Market$250M-$499M
    Upper Middle Market$500M-$1B
    Large Cap>$1B
       
       
     

    Investment Team:


    Name   Title
    Get the complete investment team + individual email addresses for investment team partners. Get personal images, LinkedIn links, investment specialties, office locations and more with a National Database subscription or New York Database subscription.
    Bob Balaban Managing Director
    David Baker Managing Director
    Grant Garbers Managing Director
    Jeff Ackerman Managing Director
    Joel Schneyer Managing Director

     

    Portfolio companies include:


      American Asphalt & Grading Company
        web link


      Aurora Organic Dairy
        web link


      Freeze.com
        web link


      H2X
        web link


      MedUnite
        web link


      Oberon Fish Meal Replacement
        web link


      Ross Aviation
        web link


     

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