PE  LKCM Headwater Investments

     Office Locations:

301 Commerce Street, Suite 1600
Fort Worth, TX 76102
Phone: 817-332-3235

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  • Growth
  • Middle Market



  • Energy & Clean Tech
  • Financial Services
  • Life Sciences & Healthcare
  • Manufacturing & Industrial



    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 $13.1B of AUM, 49 investment and other professionals and 84 employees. The firm prefers to make $5 to $40 million equity investments in companies with a revenue of $50 to $250 million, or $3 to $50 million for add-on acquisitions. LKCM invests in the following industries: Industrial Distribution & Services, Manufacturing, Energy, Financial Services, and Healthcare.



      Fund Name



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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
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Growth Stage
    (also called Mid-stage)
    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

    Investment Team:

    Name   Title
    Get the complete investment team + individual email addresses for investment team partners. Get personal images, LinkedIn links, investment specialties, office locations and more with a National Database subscription.
    Andrew D. Zacharias CFA Partner
    Corbin J. Robertson Managing Partner
    J. Bryan King CFA Managing Partner
    Jacob D. Smith Principal
    Joel D. Stewart Vice President


    Portfolio companies include:

      Ascentium Capital
        web link

      Bearcom Holdings
        web link

      Buckhorn Energy Services
        web link

      Flatrock Compression
        web link

      LL & B Headwater
        web link

      Quality Magnetite
        web link

      Relevant Solutions
        web link


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