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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

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