Headwater Equity Partners

Headwater Equity Partners is a Canadian private equity firm that invests in established, profitable, Western Canadian businesses seeking succession, growth, or recapitalization support.
  • 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

Related Funding Opportunities

Explore similar funding opportunities that match your goals.

Imperial CapitalOPEN
  • Imperial Capital
AVAC Ltd.OPEN
  • AVAC Ltd.
Project Accelerator GrantOPEN
  • Edmonton Heritage Council
Business loansOPEN
  • Servus Credit Union

Other Grants and Funding by Region

Startup CalgaryOPEN
  • Startup Calgary
Skills Development ProgramOPEN
  • First Peoples Economic Growth Fund
Land and Biodiversity ProgramOPEN
  • Alberta Innovates
Surety Bond InsuranceOPEN
  • Export Development Canada
Fair Finance FundOPEN
  • Fair Finance Fund
Young Edmonton Grants (YEG)OPEN
  • Edmon Community Foundation
Restaurant to Retail OPEN
  • FEAD (Food Entrepreneurship & Access Development)

More Grants and Funding by Industry

#GreenMyCity GrantOPEN
  • Green Cities Foundation
Strategic Innovation Fund (SIF)OPEN
  • Government of Canada
Accelerating Innovations Into Care (AICE)OPEN
  • Alberta Innovates - Health Solutions
Vistara GrowthOPEN
  • Vistara Growth
Student Employment Placement (SEP)OPEN
  • Stó:lō Aboriginal Skills & Employment Training (SASET
Back to Ag ProgramOPEN
  • Canadian Agricultural Safety Association
Green Freight ProgramOPEN
  • Government of Canada
Index VenturesOPEN
  • Index Ventures