About the Headwater Team
Headwater Equity Partners was formed by Dan Jacques and Simon Koch in 2012. Dan and Simon have been working with small and medium sized companies since 2002, they are comfortable working with a wide cross-set of management teams including family enterprises and professional managers. Dan and Simon bring a diverse set of skills to bear on Headwater’s business and investments and have experience in a wide variety of industries including manufacturing, building products, industrial and food distribution, retail, rail services and oil & gas services. Headwater’s investment team is comprised of seasoned professionals with experience in finance, banking, and accounting to help support our portfolio companies. Our team maintains a management friendly philosophy and has developed a proven approach to working with management to add value to their portfolio investments and ensure successful outcomes for the businesses we partner with.
Co-Founder & Managing Partner
Dan is a Co-Founder and serves as a Managing Partner at Headwater Equity Partners. Dan has more than 25 years experience in Private Equity and Investment Banking, bringing extensive experience in corporate finance to the Headwater Equity team. Prior to founding Headwater Equity Partners, Dan served as a Senior Director at HSBC Capital (Canada) where he sourced, negotiated, executed and exited numerous private equity and mezzanine investments in Western Canada. He also served as Chairman of the Board and a Board Member for a number of portfolio companies in a variety of industries. Prior to joining HSBC Capital (Canada), Dan worked in investment banking at Morgan Stanley’s Technology Group in Silicon Valley, at Donaldson Lufkin and Jenrette in New York and KPMG corporate finance in Vancouver. Dan is a Chartered Accountant and a graduate of the Master of Business Administration program at the Richard Ivey School of business at the University of Western Ontario. In addition, he has a Bachelor of Business Administration degree with honours from Simon Fraser University.
Co-Founder & Managing Partner
Simon is a Co-Founder and serves as a Managing Partner at Headwater Equity Partners. Simon has over 25 years’ experience in the financial industry having sourced, negotiated, executed and exited numerous private equity and mezzanine investments and served as both Chairman and Board member of a number of portfolio companies. Prior to founding Headwater Equity Partners, Simon served as the Chief Financial Officer and Director of Merchant Banking at HSBC Capital (Canada). He began his career at KPMG, where he was a manager in the Financial Institutions Group in Vancouver. He is a Chartered Accountant and holds a Bachelor of Arts degree in English Literature from the University of British Columbia.
Mack has over 10 years’ experience in private equity, M&A advisory and accounting. Mack joined Headwater Equity Partners in 2015 and assists with the evaluation and execution of potential investments and the monitoring and support of portfolio companies. Prior to joining Headwater, Mack worked at PwC Vancouver as a Manager in the Consulting & Deals Group where he provided M&A advisory services to a wide variety of clients. Mack is a Chartered Accountant and holds a Bachelor of Arts in Political Science from the University of British Columbia.
Michael has over 4 years’ experience in private equity and investment banking. Michael joined Headwater Equity Partners in 2019 and assists with the evaluation and execution of potential investments and the monitoring and support of portfolio companies. Prior to joining Headwater Equity Partners, Michael worked as an Associate, Investment Banking at CIBC Capital Markets in Vancouver and previously at RBC Capital Markets in the Global Energy Investment Banking Group in Calgary where he participated in M&A, restructuring, and equity financing transactions. Michael holds a Bachelor of Commerce (finance, honours) from the University of Alberta.