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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

Despite slowing global growth and trade tensions, U.S. chemical production remains strong, predominantly driven by low-cost feedstock availability and domestic end-market growth. Read more

The resilience of the Environmental, Health & Safety (EH&S) industry to recessionary forces given its ensured demand due to stringent government regulations provides the sector with favorable dynamics to further support heightened levels of merger & acquisition (M&A) activity.Read more

Capstone Headwaters’ has posted its Q3 2019 Personal Care Executive Summary which highlights key industry and merger and acquisition (M&A) trends. The utilization of social media has allowed independent (indie) personal care brands to target and engage large audiences at a relatively low direct-to-consumer (D2C) marketing cost, strengthening brand recognition and sales growth.Read more