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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

Chemicals have played a critical role throughout the pandemic providing inputs for disinfection and sanitation, protective equipment, and medical supplies and equipment.  However, pandemic-induced manufacturing slowdowns and demand shocks have challenged chemical producers in 2020. While specialty chemicals saw depressed demand across nearly all end markets in Q2 and Q3 2020, Capstone expects end market recovery to fuel demand throughout 2021, driving merger and acquisition (M&A) activity.Read more

Despite significant headwinds introduced by COVID-19 in the Personal Care industry, demand has persisted for brands with favorable product mixes and robust e-commerce capabilities.  While deal-making has slowed through year-to-date 2020 compared to the prior year, personal care brands and manufacturers have continued to draw sustained buyer interest, with the Skincare/Bodycare segment comprising the highest percentage of transactions. Read more

The EH&S industry has been instrumental in combating the novel coronavirus.  EH&S operators that provide personal protective equipment (PPE) as well as sanitization products and services have seen an unprecedented uptick in demand as states follow suggested Center of Disease Control (CDC) and Occupational Safety and Health Administration (OSHA) guidelines to protect workforces and prevent the virus’ spread. Read more