Evan
Lee

Current Company:

LKCM Headwater Investments

Title:

Senior Associate

Education (SMU specific):

BBA Finance 2021

Career Background:

I joined the private equity investment team at LKCM Headwater Investments in 2022 after beginning my career in investment banking at Stephens.

What am I doing – describe your current role and objectives:

LKCM Headwater is a generalist investment platform currently investing out of our fourth fund of ~$1B. I work on the investment team where I am responsible for originating new investment opportunities, conducting due diligence, structuring transactions and working with our portfolio companies. I specifically work on our investments across distribution, business services and healthcare.

Connections trying to make:

Meet fellow SMU grads with similar career paths to expand professional network.

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