LKCM Headwater Investments

About The Fund

LKCM Headwater Investments operates as a Small Business Investment Company based in Nashville, Tennessee. They specialize in offering various capital solutions such as Equity and Mezzanine financing, and they have carved out an expertise in facilitating Expansion, Management Buyouts/Levieraged Buyouts (MBO/LBO), Acquisition, and Recapitalization efforts for small to middle-market companies. Their focused approach is directed towards businesses operating within the scope of Business Solutions, FinTech & Financial Services, Hardware & Manufacturing, Energy, HealthTech & Fitness, and Logistics & Distribution sectors. LKCM Headwater's investment philosophy centers around empowering lower-middle market companies with structured capital to not only envision bolder futures but also scale their businesses successfully. They pride themselves on a disciplined, yet creative approach to investment that reflects a combination of careful selection, defined strategy, and a thoughtful, hands-on approach. They emphasize transparency and ongoing collaboration which they believe adds flexibility to every investment opportunity. With a portfolio showcasing a wide range of sector expertise, LKCM Headwater Investments has a storied track record in supporting success across diversified fields. Typical investments by them range from $5 to $40 million, often in the form of subordinated debt and equity. Their investment criteria focus on companies that possess strong market positions, sustainable cash flows, growth potential, and exceptional management teams. The fund's long-term success metrics include effective selection processes, customized solution offerings, and fostering personal and collaborative relationships with their invested companies to maximize outcomes.