Headwater Equity Partners

Overview of the Headwater Equity Partners program:

Headwater Equity Partners is a Calgary-based private investment firm that partners with owner-managed, mid-sized businesses across Western Canada. The firm specializes in management buyouts, succession planning, majority recapitalizations, and growth capital investments. Their approach focuses on building long-term value through patient capital and strong operational partnerships. Target companies typically have an established track record of profitability, operate in stable or growth industries, and are led by management teams seeking transition, liquidity, or expansion. Headwater does not merely provide capital—they actively collaborate with management, offering strategic guidance and governance while respecting the existing culture and operational autonomy of the business. The firm avoids highly speculative or early-stage ventures, instead concentrating on businesses with strong fundamentals, a defensible market position, and a proven revenue model. Headwater’s involvement can include either minority or majority equity positions depending on the needs of the owner. Their investment philosophy emphasizes stability, trust, and legacy, often working with founders who are retiring or stepping back from daily operations but want to preserve their company’s long-term success.

Benefits of the Headwater Equity Partners program:

• Provides capital for ownership transitions and business growth
• Ensures continuity for companies undergoing succession or generational change
• Offers strategic and operational support without micromanaging
• Focuses on long-term, value-based partnerships
• Helps business owners extract equity while ensuring business legacy
• Works closely with management to execute strategic growth plans
• Headquartered in Alberta with a regional focus and deep local expertise

Eligibility criteria of the Headwater Equity Partners program:

• Business located in Western Canada (Alberta, British Columbia, Saskatchewan, or Manitoba)
• Privately held company, typically owner-operated
• Annual EBITDA (earnings before interest, taxes, depreciation, and amortization) of $2 million or more
• Stable cash flow and strong operational history
• Preference for companies in industries such as:
• Manufacturing
• Business services
• Niche industrials
• Distribution
• Energy services
• Not suitable for: startups, distressed businesses, or companies requiring high-risk turnaround