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Tracy Patch

  • Director
949-220-0540
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Biography

Tracy is a Director in the Orange County office.   She possesses 17 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. Prior to that, Tracy worked with institutional fixed income sales at both Vining Sparks IBG, LP and Robert Thomas Securities, Inc.  She 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

Despite lowered revenues among industry players, the Personal Care space has demonstrated resilience among select segments such as do-it-yourself (DIY) products, including hair coloring and skincare solutions, which have experienced heightened year-over-year sales. Read more

The MRO industry has been deeply impacted across Retail, Entertainment, Aviation, and Oil & Gas sectors while operators with a focus on essential end markets, deep cleaning and disinfecting, and personal protective equipment (PPE) are experiencing a spike in demand.  Companies with diversified customer bases and end markets are expected to be able to weather the storm, recovering swiftly relative to their peers in highly impacted sectors.Read more

The novel coronavirus pandemic as well as downward pressures on oil prices have rippled through the global economy.  While the effect on demand is yet to be entirely realized, the pervasive impacts have disrupted chemicals supply chains, altered production capacities, and reduced raw material input costs.Read more