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Burke Smith

  • Managing Director
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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. 


Harvard Law School - JD - Law

Stanford University - MA

Stanford University - BA - International Relations

Registrations & Affiliations

FINRA - Series 79 Registered Investment Banking Representative