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Burke Smith

  • Managing Director
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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.


Harvard Law School - JD - Law

Stanford University - MA

Stanford University - BA - International Relations

Registrations & Affiliations

FINRA - Series 79 Registered Investment Banking Representative

Industry Coverage

Capstone Headwaters has released its most recent Warehousing & Fulfillment Industry Update, available for free download below. COVID-19’s acceleration of e-commerce sales has heightened demand for warehousing and fulfillment operations, driving increased merger and acquisition (M&A) activity and valuations of industry operators. Capstone predicts 2021 to be an active transaction year as companies adjust to the post-COVID supply chain environment.   Read more

Through Q3, merger and acquisition (M&A) volume reached 60 deals and surpassed the year-to-date volume seen in 2019 (52 deals), 2018 (44), and 2017 (56).  Warehousing, Logistics-Specific Back Office, and E-Commerce Software were three sectors that saw a noticeable increase in deal volume.  Capstone expects M&A and venture capital (VC) activity to increase in 2021 as executives place a greater importance on integrating technology into their supply chain.Read more

 In Q2 2020, Echo Global Logistics (Nasdaq:ECHO) (“Echo”), C.H. Robinson Worldwide (Nasdaq:CHRW) (“CHRW”), and privately owned brokerages that Capstone spoke with have all said the same thing: Q2 was volatile.Read more