October 25, 2014 4:12 PM ET

Capital Markets

Company Overview of Headwaters MB, LLC

Company Overview

Headwaters MB, LLC is a boutique investment bank that offers financial advisory and merchant banking services to middle market companies. The firm provides mergers and acquisitions, capital raising, transactions, debt financing, restructuring, management buyouts, and strategic advisory services. Additionally, it offers fairness opinions, restructuring analysis, and valuation services. Headwaters MB’s clientele include Freewave Technologies Inc., Ariat International, and X Rite. The firm was founded in 2001 and is based in Denver, Colorado with additional offices in Atlanta, Georgia and Irvine, California.

1225 17th Street

Seventeenth Street Plaza

Suite 2460

Denver, CO 80202

United States

Founded in 2001





Key Executives for Headwaters MB, LLC

President and Chief Operating Officer
Age: 55
Age: 50
Director of Finance & Administration
Managing Director and Head of Technology Media and Telecommunications
Compensation as of Fiscal Year 2014.

Headwaters MB, LLC Key Developments

Headwaters MB, LLC Presents at SME's Second Annual Conference on Current Trends in Mining Finance, Apr-28-2014 02:00 PM

Headwaters MB, LLC Presents at SME's Second Annual Conference on Current Trends in Mining Finance, Apr-28-2014 02:00 PM. Venue: CUNY Graduate Center, 34th Street and Fifth Avenue, New York City, NY 10016, United States. Speakers: Ricardo Campoy, MD, Minerals Capital & Advisory Practice.

Headwaters Appoints Samrat Karnik as Managing Director of its Industrials Group

Headwaters announced that Mr. Samrat Karnik has joined the firm as a Managing Director within its Industrials group. Mr. Karnik brings 15 years of investment banking experience with a particular focus on growth industrial technology and cleantech companies. At Headwaters, Mr. Karnik will continue to focus on clients in sub-sectors such as instrumentation & sensors, industrial software & informatics, automation & control, power technologies, and water & environmental technologies. Prior to joining Headwaters, Mr. Karnik was a senior banker in the M&A and Industrial Groups of both Duff & Phelps and Houlihan Lokey where he was responsible for covering and providing investment banking advisory services to companies in the Industrial and Environmental Technologies sectors. He is also a Co-founder and Head of Strategy for Dreambox Emergence, which is a social enterprise focused on bringing the benefits of and access to 3D printing /additive manufacturing technologies to remote, underdeveloped communities globally.

Bradley S. Schreiber Bradley S. Schreiber Joins Headwaters MB as Managing Director to its Newport Beach Office

Headwaters announced that Bradley S. Schreiber has joined Headwaters MB as Managing Director in the Industrials and Consumer teams. Based in Newport Beach, CA, Mr. Schreiber brings more than 20 years of investment banking experience in the consumer and industrial fields. Previously, Mr. Schreiber was a Vice President with Citigroup in its middle-market investment banking division and a Vice President with Wells Fargo in its Commercial Banking Group.

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