


Brendan is a Managing Director focused on private equity sponsor coverage and a member of Capstone Headwaters’ Management team. In that capacity, he oversees the sourcing and execution of transactions amongst Capstone Headwaters’ investment banking teams.
Brendan joined the analyst program at Headwaters MB (now Capstone Headwaters) in 2004, immediately engaging on transaction teams working across different industries on many types of deals. He has held several roles at the firm including the management of the firm’s business development, marketing, recruiting and public relations efforts. In 2012, he was awarded 40 UNDER 40 by the M&A Advisor, an organization that recognizes and connects the world’s leading M&A professionals.
Pomona College - BA - Politics, Philosophy, Economics
Amid favorable industry trends, M&A activity has increased 35% year-over-year. Capstone Headwaters maintains an active Domestic Marine Services practice and this year has successfully advised both shipping services provider Vigor Industrial and Great Lakes shipping leader Andrie on their respective sales.Read more
Logistics services providers are a vital component of the Transportation and Logistics (T&L) industry as shippers seek ways to swiftly navigate the increasingly complex supply chain. In 2018, third-party logistics providers (3PLs) accounted for an estimated 81% of domestic transportation, 69% of warehousing, 50% of freight forwarding and 40% of customs brokerage, according to the 2019 23rd annual Third-Party Logistics Study headed by Dr. John Langley of Pennsylvania State University. Read more
Competitive market conditions in middle market private equity necessitate that firms need to review more investment opportunities to deploy capital. Private equity’s voracious...Read more