Headwater Team

Headwater Equity Partners was formed by Simon Koch and Dan Jacques who bring a diverse set of skills to bear on Headwater's business and investments. Prior to forming Headwater, they worked together at HSBC Capital (Canada) Inc. in private equity and have completed numerous equity and debt transactions principally in Western Canada.

Simon and Dan have over 20 years of direct private equity investing experience and prior experience in investment banking, corporate finance and accounting. They have a management friendly philosophy and have developed a proven approach to working with management to add value to their portfolio investments.

Dan Jacques, Headwater Equity PartnersDan Jacques, CA, MBA
Dan has over eighteen years' experience in private equity, investment banking and accounting. Prior to forming Headwater Equity Partners Inc., Dan Jacques was a senior Director, Merchant Banking with HSBC Capital (Canada) Inc. While at HSBC 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 including manufacturing, building products, food distribution, retail, and rail services.

Prior to joining HSBC Capital (Canada) Inc., Dan worked in investment banking at Morgan Stanley in Silicon Valley, Donaldson Lufkin and Jenrette in New York and KPMG Corporate Finance in Vancouver.

Dan is a Chartered Accountant and a graduate of the MBA 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.

Simon Koch, Headwater Equity PartnersSimon Koch, CA
Simon has over twenty years experience in private equity and public accounting. Prior to forming Headwater Equity Partners, Inc., Simon Koch held positions of senior Director and Chief Financial Officer with HSBC Capital (Canada) Inc.

He has 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. He has direct experience in a variety of sectors including manufacturing, industrial distribution, food distribution, retail and oil and gas services.

Prior to joining HSBC Capital, Simon spent seven years at KPMG Vancouver in the financial institutions group.

Simon is a Chartered Accountant and holds a Bachelor of Arts in English Literature from the University of British Columbia.

Headwater's Founding Partner Group

In addition to the Headwater's team, our investors include many successful entrepreneurs, business leaders and professionals who are available to provide assistance, senior relationships or mentorship to our investee companies.