Brian Schofield

  • Managing Director
(508) 561-8799
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Biography

Brian Schofield is a Managing Director in Capstone Headwaters’ Debt Advisory Group. Based in Los Angeles, Brian advises private equity sponsors and middle market businesses on private capital placements including senior, unitranche and junior debt financings and common and structured equity.  In his 13+ years of corporate finance experience, Brian has developed a specialized focus on structuring and executing complex financings for clients facing financial and operational challenges.

Prior to joining Capstone Headwaters, Brian was a co-founder and Partner with Lampert Advisors, a New York-based debt advisory firm where he advised middle-market companies and financial sponsors on over $2.5 billion in transactions including acquisition financings, dividend recapitalizations and restructurings as well as a select number of sell-and-buyside M&A assignments.  During his tenure at Lampert, he completed transactions across various transaction types, structures, situations and industries including: Industrials, Energy, Paper & Packaging, Environmental Services, Commercial Products and Services, Insurance, Healthcare, Retail, Metals & Mining and Building Products.  Previously, he worked with ICON Investments, a New York-based asset manager where he originated and executed senior financings for capital-intensive businesses including those within the energy, general industrial and marine sectors. 

Education

Keene State College - BS Management, Economics

Registrations & Affiliations

FINRA - Series 79 Registered Investment Banking Representative

 

Industry Coverage

Capstone Headwaters’ Debt Advisory Group has released its March 2021 Middle Market Leveraged Finance Report, with timely insight on the volume, pricing, and leverage statistics of today’s Credit markets. While deal volume was depressed through much of 2020, lending activity returned in Q4 due to a strong push from sponsor leveraged buyouts (LBOs), add-ons at attractive multiples, and recapitalizations initiated during the pandemic. Read more

Capstone Headwaters’ Debt...Read more

Middle market (MM) lending activity came to a screeching halt in Q2 and only recently has new issuer volume returned, however, the focus initially has been on opportunistic, well-structured financings involving fundamentally sound businesses in recession-resistant sectors.Read more