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Tracy Patch

  • Vice President
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Tracy is a Vice President in the Orange County office, supporting the management of the Western Region.  Prior to Capstone, Tracy worked as a senior banking professional in Morgan Stanley Smith Barney’s Capital Strategies Group and its predecessor, Citi Capital Strategies.  She possesses nearly 15 years of experience in middle market investment banking, working on both domestic and cross-border transactions.

Her previous finance experience includes working in the hedge fund industry with Collins/Bay Island Securities LLC and Talisman Capital Partners.  Prior to that, Mrs. Patch worked with institutional fixed income sales at both Vining Sparks IBG, LP and Robert Thomas Securities, Inc.  Tracy also enjoyed tenure in management at The Disney Company.  


Pepperdine University - MBA

Miami University of Ohio - BS - Finance

Registrations & Affiliations

FINRA - Series 7 and 63 Registered Securities Representative

Industry Coverage

Demand within the personal care market has heightened due to positive industry tailwinds such as increased consumer spending and the preference towards luxury and natural personal care products.&nb

In contrast with previous years, when strategic buyers dominated the industry financial buyers have accounted for a significant portion of the merger and acquisition (M&A) market in 2017. 

With 75 transactions being announced or completed year-to-date (YTD) in 2017, the Maintenance, Repair & Operations (MRO) industry continues to experience strong M&A activity.  Over the