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Tracy Patch

  • Director
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Tracy is a Director 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

Merger and acquisition (M&A) activity in the Environmental, Health & Safety (EH&S) industry remained healthy in 2017 and is expected to persist as the application of technology bas

For the third consecutive year, merger and acquisition (M&A) activity in the Personal Care Products & Services industry surpassed the record level achieved in the previous year.

Building on strong momentum from the record setting 2016, merger and acquisition (M&A) activity in the Maintenance, Repair & Operations (MRO) industry remained robust as 94 transactions wer