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Tracy Patch

  • Director
949-460-6432
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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 robust economy has driven industry growth, as consumers with high disposable income levels have more to spend on discretionary products and services.  Currently, the median public company...Read more

Merger and acquisition (M&A) activity in the Maintenance, Repair & Operations (MRO) industry remains healthy through year-to-date 2018.  Public companies have accounted for some of...Read more

Merger and acquisition (M&A) activity in the Chemicals industry remains healthy as both private equity and strategic operators demonstrate continued interest in the space and have competed to...Read more