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Headwaters MB is an independent investment banking and growth advisory firm providing strategic merger and acquisitions, corporate finance services and merchant banking to middle market companies. The firm was founded in 2001 and is headquartered in Denver, CO. The firm operates regional offices in Boise, ID; Boston, MA; Burlington, VT; Chicago, IL; Greenwich, CT; Newport Beach, CA; Pittsburgh, PA, San Francisco, CA; Sao Paulo, Brazil; and Washington DC. The firm is led by Co-Founder & CEO, Philip Seefried, President & COO, Paul Janson, Head of Investment Banking, Jack Maier, and Director of Business Development, Brendan Burke.

History
Headwaters was founded by Philip Seefried and David Maney in the fall of 2001. The pair simultaneously launched the investment banking operations and a merchant banking fund. Over its ten year history, the firm has grown steadily and served clients such as Newport Corporation (NASDAQ: NEWP), X-Rite, Inc. (NASDAQ: XRIT), Aurora Organic Dairy, as well as numerous private equity groups, entrepreneur-led and family-owned enterprises. In the fall of 2011, Headwaters merged with Source Companies of Sewickley, PA. Source has rebranded as Headwaters SC under the terms of the merger and operates the firm’s Integrated Business Advisory Services business.