Our culture differs markedly from industry norms – Headwaters exists to help our bankers achieve extraordinary results for their clients through selfless teamwork, sharing of expertise and relationships, and unapologetic, conflict-free advocacy for the business owner.

There’s only one kind of professional who can succeed at Headwaters: one who’s entrepreneurial, team-oriented, and more concerned about substance and results than ego. This bias eliminates a remarkable number of investment bankers.  It’s a team game and we only know how to win as a team. 

As an organization, we empower our people. We organize them into industry focused teams, provide them with best-in-class information, maintain and use our global network, work alongside them to leverage their business development efforts, and help them implement the best processes in the business to ensure the success of each transaction.

There’s only one kind of professional who can succeed at Headwaters: one who’s entrepreneurial, team-oriented, and more concerned about substance and results than ego.

Our Core Values
Transparency.

We share all information all of the time within our team. Inside Headwaters, we have no secrets. Our operational protocols are designed to maximize knowledge of one another’s activities, expertise, relationships, and transaction needs in a way that fuels a culture of unparalleled teamwork.

Trust the Other Person First.

As a general rule, investment bankers are cautious about sharing.  Information silos and “deal hogging” may be tolerated in big institutions, but not in our world.  We’ve created a culture that prizes an open exchange of ideas and access to relationships.  We open our minds, our calendars and our Rolodex’s for our partners and clients without asking, “What’s in this for me?”

Treat People Like Adults.

There is no one right way. We are so fortunate to work with smart, hard-working, well-connected people. We don’t need to suffocate them with bureaucracy. We have our quality standards and best practices, but we can be honest and open with each other while respecting our differences and experiences.

Life on the Inside

We work a lot. We play a lot. We make fun of each other a lot. But the best part of Headwaters is watching people share and help one another – it’s hard to believe we work at an investment bank. Let’s be honest: we spend a lot of our time taking conference calls, putting our shoes in the bin in the airport security line and sitting in the office late at night putting the final touches on the 67th draft of a document. But we know how to cut loose too.