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Office Locations:
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301 Commerce Street, Suite 1600
Fort Worth, TX 76102
Phone: 817-332-3235
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Energy & Clean Tech
Financial Services
Life Sciences & Healthcare
Manufacturing & Industrial
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LKCM Headwater Investments is a private investment partnership that seeks to partner with management teams to build highly successful companies. LKCM Headwater Investments is an affiliated entity of Luther King Capital Management, an SEC-registered investment firm established in 1979 with over $26.3B of AUM, 66 investment and other professionals and 99 employees. The firm prefers to make $5 to $80 million equity investments in companies with a revenue of $50 to $500 million, or $3 to $100 million for add-on acquisitions. LKCM invests in the following industries: Industrial Distribution & Services, Manufacturing, Energy, Financial Services, and Healthcare. Since 2000, members of the team have collectively completed over 50 platform transactions with over 60 follow-on acquisitions, totaling over $1 billion of invested capital.
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Investment Firm Key
VC = Venture Capital
PE = Private Equity
A = Angel
I = Incubator
MB = Merchant Bank
VD = Venture Debt
FI = Family Investment Office
FOF = Fund of Funds
ED = Economic Development Office
TT = Technology Transfer Office
CVC = Corporate Venture Capital
SEC = Secondary Purchaser
HF = Hedge Fund/Mutual Fund
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| COMPANY STAGE | REVENUE |
| Venture Capital | |
Seed Stage
(includes "pre-seed," or
concept stage) | No Revenue |
| Early Stage | Minimal
Revenue |
Growth Stage
(also called Mid-stage) | $2M-$7M |
Expansion Stage
(also called Late-stage) | $7M and greater |
| Private Equity | |
| Lower Middle Market | $10M-$249M |
| Middle Market | $250M-$499M |
| Upper Middle Market | $500M-$1B |
| Large Cap | >$1B |
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