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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 softening manufacturing activity evidenced by an end to the ISM Purchasing Managers’ Index 35-month expansion; the MRO industry has proven resilient to the subsequent downward pressures on production, presenting defensible investment opportunities.Read more

As consumer preferences continue to shift towards eco-conscious products, companies creating natural-based personal care products have flourished. Macroeconomic indicators continue to propel M&A growth in the Person Care industry.Read more

Advancements in engineering and equipment capabilities have rapidly developed the Packaging industry by both strengthening existing packaging products and expanding them into new markets. Read more