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.   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

Merger and acquisition (M&A) activity has been robust in 2019, eclipsing 2018 total volume by 13.3%.  The uptick in announced or closed deal activity has been driven by an increasing number of divestitures of non-core business functions and unabated private equity (PE) appetite in the space.Read more

Heightened demand in the Personal Care Products & Services industry has been fueled by the proliferation of natural and organic brands, increased utilization of social media and e-commerce channels, and robust consumer confidence.  Read more

Merger and acquisition (M&A) activity in the Environmental, Health & Safety (EH&S) industry was robust in 2019 with 150 deals announced or completed. Capstone Headwaters expects deal activity in the industry to remain strong through 2020, supported by its recession resilience and buyers looking to expand market share.Read more