We are unapologetic advocates for the business owner. They make the sacrifices, take risk and make the hard decisions to create companies of value, ready to transact to raise money for growth, to make acquisitions, or to sell some or all of their business.
These decision makers are not always new to the financial community – often they have relationships with private wealth advisors at large financial institutions. These advisors are often long-time friends and trusted advisors to the business owner, managing personal liquid wealth, retirement plans, etc. However, often time these advisors are part of firms that either do not have investment banking services or do have such services but may not be set up to execute middle market sell-side assignments or smaller, non-public capital raises.
Over its 15 year history, Headwaters has established a trusted referral relationship with many of these financial institutions and their key relationship managers. We are quite proud of our track record in serving our partners’ client needs in close cooperation with these advisors – we respect the relationship history and understand the stresses of these critical moments. These larger firms are demanding of us, as they should be, conducting regular diligence on our processes and procedures with high quality standards and no room for error. We thrive in this environment. We partner with these firms/advisors to bring the total service package to our shared clients.
We have deep experience helping business owners navigate through the deal process.