


Burke brings to Capstone Headwaters over 20 years of experience as an advisor to or leader of middle market companies, including several asset-based trucking and warehousing operations. Over his career as an M&A advisor, Burke has executed more than 45 transactions with a combined value in excess of $40 billion.
Burke began his career working on Wall Street. He initially trained at Wasserstein Perella & Co., where he worked directly for famed M&A banker Bruce Wasserstein. Burke then joined Donaldson, Lufkin & Jenrette (DLJ) as an early member of the firm’s Exclusive Sales Group, which became one of the most successful middle market sell-side advisory practices on Wall Street. Following the acquisition of DLJ by Credit Suisse, Burke joined UBS as an Executive Director in the mergers and acquisitions group.
Harvard Law School - JD - Law
Stanford University - MA
Stanford University - BA - International Relations
FINRA - Series 79 Registered Investment Banking Representative
Through Q3, merger and acquisition (M&A) volume reached 60 deals and surpassed the year-to-date volume seen in 2019 (52 deals), 2018 (44), and 2017 (56). Warehousing, Logistics-Specific Back Office, and E-Commerce Software were three sectors that saw a noticeable increase in deal volume. Capstone expects M&A and venture capital (VC) activity to increase in 2021 as executives place a greater importance on integrating technology into their supply chain.Read more
In Q2 2020, Echo Global Logistics (Nasdaq:ECHO) (“Echo”), C.H. Robinson Worldwide (Nasdaq:CHRW) (“CHRW”), and privately owned brokerages that Capstone spoke with have all said the same thing: Q2 was volatile.Read more
Capstone Headwaters has released its Q1 2020 Transportation & Logistics Public Earnings Update, reporting that public markets have taken notice of trucking companies that have strong balance sheets and the ability to weather freight recessions.Read more