Since 1982, our business has existed for one fundamental reason: we are passionate about the important purpose, role and value that privately owned businesses bring to our economy and society.

Philosophy & Values

Headwaters has existed for 30 years for one fundamental reason: we are passionate about privately owned businesses. Because of this, our objective has always been to bring a high level of personal integrity along with skilled expertise to achieve extraordinarily good results for our business-owning clients.

Most of our client-owned businesses are located in smaller cities, towns and rural areas. When they are growing and profitable, the owners tend to operate their businesses with a purpose beyond profit. They are good employers, supportive of employees’ families, and dedicated to their regional economies and communities. We believe that such locally owned, privately held, growing and profitable companies are important contributors to the betterment of their regional economies and the social fabric within their communities.

For over thirty years, we have demonstrated our commitment to support such businesses and owners. We help them develop and implement their growth plans, secure growth capital under favorable terms and conditions, successfully transition to future generations, and obtain liquidity, when necessary, for their shareholders.

There are three ways we excel for clients:

1. We have extraordinarily good people.
 
Not only are there few professional services firms that provide the integrated suite of services that we provide, but even fewer that have assembled as competent a group of senior professional staff members to support clients. We encourage prospective clients to check the qualifications of our team and, when doing so, it is easy to understand why we are widely recognized as industry leaders when it comes to advising business owning families and business owning family offices.

2. We have 12 attributes that are hard to find elsewhere.

Our 30 years in business, and specialized practice focus during that time, have positioned us with 12 Attributes that both differentiate our practice and provide value for our clients.Click here to find out more about our 12 Attributes.

3. We maintain and use our extraordinarily good network.

Our contacts and network are significant and global. No one in our business manages their network anymore effectively than we do for your benefit.