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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

 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

Capstone Headwaters has released its Q1 2020 Transportation & Logistics Public Earnings Update, reporting that public markets have taken notice of trucking companies that have strong balance sheets and the ability to weather freight recessions.Read more

From 2018 to 2019, transaction activity in the industry increased a significant 31%, climbing from 64 announced or closed mergers and acquisitions (M&A) in 2018 to 84 in 2019.  Buyer demographics have shifted over the past year to comprise a large share of private buyers, as fragmented players seek to expand their capabilities and geographic presence.Read more