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Burke Smith

  • Managing Director
310-872-0038
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Biography

Burke brings to Capstone Headwaters over 20 years of experience as an advisor to or leader of middle market companies, including several asset-based trucking and warehousing operations. Over his career as an M&A advisor, 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.

Education

Harvard Law School - JD - Law

Stanford University - MA

Stanford University - BA - International Relations

Registrations & Affiliations

FINRA - Series 79 Registered Investment Banking Representative

Industry Coverage

Merger and acquisition (M&A) volume has been heightened in the Logistics Service Providers industry in 2019 with 68 announced or closed transactions year-to-date (YTD) compared to 43 in all of 2018.  Consideration and discussion of technology innovations in a sector that has historically been people-based has increased, prompting third-party logistics (3PL) providers to seek scale through M&A in order to gain the resources needed to create their own proprietary software. Read more

Merger and acquisition activity has surged in the Logistics Service Providers sector, with 44 transactions announced or closed year-to-date compared to 21 deals during the same period last year.Read more

The Transportation & Logistics Group has released it's Q2 2019 Location-Based Logistics Executive Summary, available for download below. While the industry has been in high demand due to the expanding U.S. economy and favorable consumer spending, the macro effect of tariffs on Chinese imports remains an unknown for the industry and will potentially weigh on inventory and supply-chain costs. Read more