PE  LKCM Headwater Investments

http://www.lkcmheadwater.com/





     Office Locations:

301 Commerce Street, Suite 1600
Fort Worth, TX 76102
Phone: 817-332-3235

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Stages:

  • Growth
  • Middle Market


 

Industries:

  • Energy & Clean Tech
  • Financial Services
  • Life Sciences & Healthcare
  • Manufacturing & Industrial

  •  

    Description:

    LKCM Headwater Investments is a private investment partnership that seeks to partner with management teams to build highly successful companies. LKCM Headwater Investments is an affiliated entity of Luther King Capital Management, an SEC-registered investment firm established in 1979 with over $13.1B of AUM, 49 investment and other professionals and 84 employees. The firm prefers to make $5 to $40 million equity investments in companies with a revenue of $50 to $250 million, or $3 to $50 million for add-on acquisitions. LKCM invests in the following industries: Industrial Distribution & Services, Manufacturing, Energy, Financial Services, and Healthcare.


     

    Funds:


      Fund Name


      Amount


      Date

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    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.
    Andrew D. Zacharias CFA Partner
    Corbin J. Robertson Managing Partner
    J. Bryan King CFA Managing Partner
    Jacob D. Smith Principal
    Joel D. Stewart Vice President

     

    Portfolio companies include:


      Ascentium Capital
        web link


      Bearcom Holdings
        web link


      Buckhorn Energy Services
        web link


      Flatrock Compression
        web link


      LL & B Headwater
        web link


      Quality Magnetite
        web link


      Relevant Solutions
        web link


     

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