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Burke Smith

  • Managing Director
310-872-0038
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Biography

Burke joined the firm in 2014 to work with companies in the transportation and logistics sector.

Burke brings to Capstone Headwaters 19 years of experience as both an advisor to and leader of middle market companies. Most recently, Burke ran several asset-based trucking and warehousing operations. Over his career to date, Burke has executed more than 45 transactions with a combined value in excess of $40 billion.

Burke began his career working on Wall Street. He initially trained at Wasserstein Perella & Co., where he worked directly for famed M&A banker Bruce Wasserstein. Burke then joined Donaldson, Lufkin & Jenrette (DLJ) as an early member of the firm’s Exclusive Sales Group, which became one of the most successful middle market sell-side advisory practices on Wall Street. Following the acquisition of DLJ by Credit Suisse, Burke joined UBS as an Executive Director in the mergers and acquisitions group. 

Education

Harvard Law School - JD - Law

Stanford University - MA

Stanford University - BA - International Relations

Registrations & Affiliations

FINRA - Series 79 Registered Investment Banking Representative

Industry Coverage

Merger and acquisition activity has surged in the Logistics Service Providers sector, with 44 transactions announced or closed year-to-date compared to 21 deals during the same period last year.Read more

The Transportation & Logistics Group has released it's Q2 2019 Location-Based Logistics Executive Summary, available for download below. While the industry has been in high demand due to the expanding U.S. economy and favorable consumer spending, the macro effect of tariffs on Chinese imports remains an unknown for the industry and will potentially weigh on inventory and supply-chain costs. Read more

Demand for the Logistics Service Providers industry has risen as complex US regulations, the ongoing truck driver shortage, and competitive delivery times have pushed companies to utilize third-party logistics service providers (3PLs) to improve cost and efficiency. While 3PLs have collectively claimed a large share of the Transportation and Logistics (T&L) market, the industry remains highly fragmented with attractive opportunities for both strategic and financial buyers.Read more