Headwater Growth
We bring
new water
to your river.
Commission-only business development for niche B2B service firms. We build the pipeline and deliver full-cycle support, on your terms.
How it works →
The Model
Built for firms that are exceptional at what they do.
The best niche service firms in the world grow almost entirely through reputation and referrals. That's a strength — until it becomes a ceiling. Headwater Growth exists to push past that ceiling, without disrupting the work that earned the reputation in the first place.
01
Targeted Outreach
We identify and approach the specific buyers your firm is built to serve — researched, qualified, and approached with your value proposition, not a generic pitch.
02
Qualified Conversations
We handle the full top of funnel — finding, contacting, and qualifying prospects — then deliver warm, informed conversations with buyers who already understand your model and are ready to engage.
03
Full-Cycle Support, On Your Terms
Every partnership looks different. We go as deep as you need — from first contact through close, or anywhere in between. You stay in control of your business. We stay focused on growing it.
04
Commission Only
No retainer, no monthly fee, no risk. Headwater earns a commission on closed business and a trail for the life of the client relationship. Our incentives are perfectly aligned with yours.
[ Name — Coming Soon ]
Founder,
Headwater Growth
Headwater Growth was founded on a simple observation: the most capable niche service firms in the world are often the hardest to find. Not because their work isn't exceptional — but because building a pipeline isn't what they do. It's what we do.
Working in some of the most relationship-driven corners of financial sales, where complex products meet discerning buyers, the founder understands that the best opportunities rarely announce themselves — they require someone who can find the right conversation, earn the right to have it, and see it through.
The firms Headwater partners with are specialists — expert operators in complex, high-margin niches who have built their reputation through craft and results, not marketing. Our job is to make sure the right buyers find them.
Background
Built in rigorous commercial environments.
Internal Director, Sales
Financial Alternatives Distribution Platform · New York City
Sales in a sophisticated, relationship-driven environment — working directly with financial advisors, business owners, and institutional decision-makers on complex, high-consideration engagements.
Investment Services · HNW Division
Elite Asset Management Platform
Began in retail investment services before moving into high-net-worth client services. Led the department in sales referrals through inbound client engagement for the duration of tenure — a record built on trust, fluency, and consistent follow-through.
Educational Background
B.S. Economics · University of Delaware
Analytical foundation in economic systems, markets, and financial modeling. Ongoing pursuit of CFA designation.
What We Do
A complete, turnkey sales function. Built around your business.
Headwater doesn't make calls and disappear. We design, build, and run the entire outbound sales function for our partners — from strategy and infrastructure through to qualified conversations and closed clients. Every engagement is adapted to your business, your boundaries, and your market.
01 —
Pipeline Strategy & Infrastructure
Before outreach begins, we build the commercial foundation your firm has never had. That means a precisely defined ideal client profile, a lead scoring system, a mapped prospect list, and a sales infrastructure — CRM setup, contact sequencing, and tracking — ready to run from day one. This isn't a template. It's built around your specific service offering, your market, and the buyers you want to reach.
Includes
Ideal Client Profile
Lead Scoring System
Prospect List Development
CRM Setup & Management
Sales Process Design
02 —
Outbound Campaign Management
A coordinated, multi-channel outbound effort built around your value proposition. Cold calling is the primary engine — direct, personal, and built for the relationship-driven markets we operate in. Supporting that is a structured email campaign: personalized intro emails timed to calls, follow-up sequences, and re-engagement touches. Every campaign is managed end-to-end with consistent cadence, documented activity, and full visibility into what's working.
Campaign Channels
Direct Cold Calling
Personalized Intro Emails
Structured Follow-Up Sequences
Re-Engagement Campaigns
LinkedIn Outreach
Activity Reporting
03 —
Discovery, Qualification & Handoff
We don't hand off cold leads. Every prospect we surface is taken through a structured discovery process — establishing their pain, confirming budget and decision-making authority, and identifying the precise fit with your service offering before you invest a minute of your time. What you receive is a warm, informed conversation with a prospect who already understands your model and is expecting your call.
Includes
Needs & Pain Assessment
Budget Qualification
Authority Mapping
Prospect Briefing Document
Warm Introduction
04 —
Ongoing Pipeline Management
Closing a client is the beginning, not the end. Headwater manages the full pipeline on an ongoing basis — tracking every prospect through each stage, maintaining outreach cadence, reporting on activity and conversion, and continuously refining the target list as we learn what resonates. Your pipeline is a living system, not a one-time project.
Includes
Pipeline Stage Tracking
Ongoing Outreach Cadence
Performance Reporting
Target List Refinement
Objection Analysis
05 —
Niche Market Specialization
Headwater works exclusively with niche B2B service firms — expert operators in complex, high-margin markets where product mastery and relationship trust are the deciding factors. We invest in deep industry knowledge before the first call is made, so every conversation we have on your behalf is credible, specific, and informed. We don't represent everyone. We go deep on a few.
Current Verticals
Regulatory & Compliance Services
Hospitality & Culinary Consulting
Additional Verticals — Selective
Built to adapt to your business.
Every firm we partner with has different boundaries, different buyers, and different definitions of success. Headwater's model is designed to flex around yours — from the channels we use to the pace of outreach to how deeply we engage before handing off. We start with commission only, with no upfront cost or financial risk to you. As the partnership matures, engagement structures evolve to match the scale and scope of what we're building together.
Revenue Summary
Total Monthly Retainer
$0
Across all active clients
Monthly Commission
$0
Headwater earned this month
Active Clients
0
Introduced by Headwater
Revenue Since Engagement
$0
Total retainer inflow
Active Clients
No active clients yet — your pipeline is being built.
Fee Schedule
Months 1–3
25%
Acquisition rate — covers prospecting, qualification, and handoff
Months 4–15
15%
Active partnership rate — established client relationship
Months 16–27
10%
Mature trail rate — self-sustaining relationship
Month 28+
0%
Trail complete — you own the relationship with no further obligation
Questions about your account or commission schedule? Reach out directly to your Headwater contact. All client data is kept strictly confidential and is visible only to you.