Brian Schofield

  • Managing Director
(818) 936-2240
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Biography

Brian Schofield is a Managing Director in Capstone Headwaters’ Debt Advisory Group. Based in Los Angeles, Brian advises private equity sponsors and middle market businesses on private capital placements including senior, unitranche and junior debt financings and common and structured equity.  In his 13+ years of corporate finance experience, Brian has developed a specialized focus on structuring and executing complex financings for clients facing financial and operational challenges.

Prior to joining Capstone Headwaters, Brian was a co-founder and Partner with Lampert Advisors, a New York-based debt advisory firm where he advised middle-market companies and financial sponsors on over $2.5 billion in transactions including acquisition financings, dividend recapitalizations and restructurings as well as a select number of sell-and-buyside M&A assignments.  During his tenure at Lampert, he completed transactions across various transaction types, structures, situations and industries including: Industrials, Energy, Paper & Packaging, Environmental Services, Commercial Products and Services, Insurance, Healthcare, Retail, Metals & Mining and Building Products.  Previously, he worked with ICON Investments, a New York-based asset manager where he originated and executed senior financings for capital-intensive businesses including those within the energy, general industrial and marine sectors. 

Education

Keene State College - BS Management, Economics

Registrations & Affiliations

FINRA - Series 79 Registered Investment Banking Representative

 

Industry Coverage

Our Q4 Middle Market Leverage Finance report shares key market stats including Broadly Syndicated Loan volume, interest rate spreads, leverage multiples, and equity contributions.  Conditions in the middle market have become more conservative as lenders continue to shift their credit focus towards protecting portfolio credit quality as the end of the credit cycle approaches. Read more

When preparing for a period of credit contraction, in many cases, we counsel our clients to execute a pre-exit dividend recapitalization prior to a sell-side market launch.Read more

Capstone Headwaters’ Debt Capital Advisory Services Team has released its Q3 Middle Market Leverage Finance report. As expected, Q3 2019 volume started out relatively light due to the typical summer slowdown, but finished strong in September with syndicated loan volume of more than $2.75 billion, the most in any single month since November 2018.Read more