2021 is Coming…Now We Get

Back to Work to Build Value


2021 is Coming…Now We Get
Back to Work to Build Value

Daniel McBroom is one of the most engaging leaders in the middle market investment banking world today. He is constantly on the cutting edge of what is driving value for family owned and entrepreneur led companies. During our time with Daniel he is going to share his firms perspective on what is driving value and how his firm is helping owners to create successful liquidity events that provide the owners with enough cash to live their lives to the fullest.


Learning Objectives:

  • Learn what kills a deal and how to avoid this with your business
  • Understand what is driving company multiples now and how that will be different moving forward
  • What sellers need to do now in order to have a successful transition for their family


About the Presenter:

Learn from industry expert Daniel McBroom, Managing Director of Capstone Headwaters

Meet the Presenter

Thanks to our sponsors!

S&T Bank






The EPI Pittsburgh Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPIPittsburgh.org

About the Presenter

Daniel McBroom

Daniel McBroom

Managing Director of Capstone Headwaters

Meet Daniel McBroom.

Daniel McBroom is the Head of Investment Banking Services and on the management team for Capstone Headwaters, an award-winning elite middle market investment bank.

As Head of Investment Banking Services, Daniel is responsible for sourcing and analyzing hundreds of companies a year introduced by the firm’s institutional clients and partners. Select companies are engaged and his team will stay involved until the transaction is closed. These deals total over six billion of enterprise value annually.

Prior to Capstone Headwaters, Daniel’s experience in finance started while working in investment banking and private banking in New York and Houston for Bear Stearns and Goldman Sachs. He has been a member of multiple M&A teams, directly advising clients on strategic transaction opportunities.

Before his financial career, Daniel spent seven years as a pilot in the United States Air Force. As an Air Force Officer, he was deployed to forward locations in support of Operation Enduring Freedom.

United States Air Force Academy – BS
University of Notre Dame – MBA
Stanford Graduate School of Business – Executive Program (‘21)

Registrations & Affiliations
FINRA – Series 63 Registered Uniform Securities Agent
FINRA – Series 79 Registered Investment Banking Representative


Continuing Education

This meeting qualifies for the following continuing education credits:

One (1) CPE hour (pending approval)

One (1) CFP hour (pending approval)

One (1) CEPA credit (pending approval)

One (1) PA CLE credit (pending approval)


NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact EPI.