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Tracy Patch

  • Director
949-220-0540
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Biography

Tracy is a Director in the Orange County office, supporting the management of the Western Region.   She possesses nearly 16 years of experience in middle market investment banking, working on both domestic and cross-border transactions, focusing on the Personal Care industry and other Manufacturing and Industrial targets.

Prior to Capstone Headwaters, Tracy worked as a senior banking professional in Morgan Stanley Smith Barney’s Capital Strategies Group and its predecessor, Citi Capital Strategies. She also worked in the hedge fund industry with Collins/Bay Island Securities LLC and Talisman Capital, and prior to that worked with institutional fixed income sales at both Vining Sparks IBG, LP and Robert Thomas Securities, Inc.  Tracy also enjoyed tenure in management at The Disney Company.  

Education

Pepperdine University - MBA

Miami University of Ohio - BS - Finance

Registrations & Affiliations

FINRA - Series 7 and 63 Registered Securities Representative

Industry Coverage

Capstone Headwaters has posted its 2019 Year in Review Packaging Coverage Report. The Packaging industry attracted significant merger and acquisition (M&A) activity from buyers who primarily targeted packaging product manufacturers (57.1% of deals) and service providers (33.6% of deals).  Read more

Merger and acquisition (M&A) activity in the Environmental, Health & Safety (EH&S) industry was robust in 2019 with 150 deals announced or completed. Capstone Headwaters expects deal activity in the industry to remain strong through 2020, supported by its recession resilience and buyers looking to expand market share.Read more

http://capstoneheadwaters.com/sites/default/files/Capstone%20Headwaters%20MRO%20Executive%20Summary%20-%20Q4%202019%20%282%29.pdfWith 111 transactions announced or completed in the MRO industry through year-to-date (YTD) 2019, deal activity has already eclipsed 2018 total volume.Read more