Headwater Equity Partners

About

Headwater Equity Partners is a private equity fund that is focused on making private investments in Western Canadian companies. The Fund was established to address the succession challenges faced by many companies in the lower mid-market.

We specialize in assisting companies manage ownership change and succession through well-aligned management buyouts or acquisitions. Headwater also provides growth capital to businesses that have the opportunity to grow organically or through acquisition. We look for management teams that have a strong vision for their business and are seeking value-added investors to help them achieve it.

We invest based on fundamentals and are long-term investors committed to helping management teams achieve success. Headwater collaborates with management to help build strategically significant, sustainable businesses.


Source: Headwater Equity Partners

Strategy

Headwater is looking to invest in businesses that have strong fundamentals including profitable operations, good margins and defensible competitive positions. Typically we get involved during ownership or shareholder change. These scenarios include succession, divorce, partner buyout, divestitures of entire businesses or divisions, or situations which require growth capital.
Headwater primarily focuses on investment opportunities in Western Canada with the following investment criteria:

• Revenues greater than $10 million
• History of profitability
• EBITDA in excess of $2 million
• Opportunities for growth organically or through acquisition

We will invest in both minority and majority transactions as long as there is good alignment with the other shareholders and management.

We enjoy working with capable management teams who have a deep knowledge of their businesses and understand the risks and rewards of becoming owners. In all of our investments, we require strong goal alignment with the management team which often includes equity ownership, option plans and other incentives based on success.

We consider ourselves experts in management succession, growth financing, corporate spinouts and acquisitions. We have an excellent track record of financial success and strong management references.


Source: Headwater Equity Partners


  • Industry Focus
    Diversified
  • Year Founded
    2012
  • Address
    1890 – 1111 West Georgia Street
    Vancouver, BC V6E 4M3
    Canada
  • Key Personnel
    Mr. Daniel G. Jacques CA, MBA - Co-Founder
    Mr. Simon D. Koch CA - Co-Founder