You are here

Tracy Patch

  • Director
949-220-0540
(add to contacts)

Biography

Tracy is a Director in the Orange County office, supporting the management of the Western Region.  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 possesses nearly 15 years of experience in middle market investment banking, working on both domestic and cross-border transactions.

Her previous finance experience includes working in the hedge fund industry with Collins/Bay Island Securities LLC and Talisman Capital Partners.  Prior to that, Mrs. Patch 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

The Personal Care Products & Service industry has seen significant shifts in consumer preferences, in tandem with the entire Consumer Products market. Companies that have leveraged these...Read more

Though tempered relative to that of the previous two years, merger and acquisition (M&A) activity in the Chemicals industry remained healthy during 2018. With 182 transactions announced or...Read more

From both an industry growth and merger and acquisition (M&A) standpoint, 2018 was a monumental year for the Packaging industry. Rising levels of consumer spending and e-commerce sales have...Read more