Charlotte Franson

Charlotte Franson, Director of Operations, Building Products & Construction Services, joined Headwaters in 2010.

As a member of the “Building Products & Construction Services” industry vertical, Charlotte supports the team by seeking out business owners of privately held businesses in the industry that need advocacy and help in monetizing, capitalizing or transitioning their business. In addition she helps to identify investors in the private equity and family wealth markets for their clients.

Her experience in the industry allows Charlotte an up to date understanding of the capital markets and the current financial structures as she help in the process of identifying prospects, building marketing materials and identifying/qualifying potential investors in both the debt and equity markets.

Prior to her time at Headwaters, she worked as the Investor Relations Coordinator at IBG Business Services where she assisted a deal team of 15 professionals with creating and implementing client approved marketing plans to prepare for market transactions.

Prior to her career in investment banking, Charlotte was a stock broker with A.G. Edwards where she specialized in representing high net worth individuals with all of their estate and retirement planning needs.

Charlotte earned a B.A. in Finance from the University of Texas-El Paso. Charlotte also serves on the Finance Committee at Jefferson Academy Charter School, and is a previously licensed SEC Series 7 and 63 Securities Dealer.

Transactions
M&A
Has been recapitalized by
We acted as sole advisor to the seller

Announced

01/18/2017

Industry

Building Products & Construction Services
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M&A
Belson Outdoors
Has been acquired by
PlayCore
A portfolio company of
Sentinel Capital Partners
We acted as sole advisor to the seller

Announced

11/16/2015

Industry

Building Products & Construction Services
Consumer & Retail
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M&A
Has been acquired by
We acted as sole advisor to the seller

Announced

05/01/2015

Industry

Industrials / Industrial Technology
Building Products & Construction Services
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M&A
Has been acquired by
A portfolio company of
We acted as sole advisor to the seller

Announced

11/14/2014

Industry

Industrials / Industrial Technology
Building Products & Construction Services
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M&A
Has been recapitalized in partnership with
We acted as sole advisor

Announced

12/12/2012

Industry

Building Products & Construction Services
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