Yogesh Punjabi

  • Director
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Yogesh is a Director in Capstone Headwaters’ Boston office and brings investment banking experience across mergers & acquisitions, financial advisory, and capital raising for private and public companies.  Prior to joining Capstone, Yogesh was a Senior Vice President at Jefferies focused on transactions in the Automotive Aftermarket industry including for automotive parts manufacturers, suppliers, distributors, retailers, and service providers.  Prior to Jefferies, Yogesh was with BB&T Capital Markets where he worked with clients in the Retail & Consumer, Automotive Aftermarket, and Food & Beverage sectors, and with Financo where he focused on Retail & Consumer clients.  Yogesh began his financial career in Alternative Investments at Bank of America Merrill Lynch after graduating from business school.


Georgetown University, McDonough School of Business - MBA

Northeastern University - BS - Computer Science  

Registrations & Affiliations

FINRA - Series 7 Registered General Securities Representative

FINRA - Series 66 NASAA Uniform Combined State Law Exam

FINRA - Series 79 Registered Investment Banking Representative


Industry Coverage

Capstone maintains relationships with an extensive private equity network, which gives us access to unique buyer perspectives and industry insights.  We spoke with many of these private equity firms in Q2 to learn more about the current state of the Food & Beverage Distribution environment and COVID-19’s unprecedented impact on their respective distribution businesses.Read more