Recent transactions
New Harbor Capital
Acquired Majority Control of Business Operations
Blueprint Test Preparation LLC
Bossard Group
Acquired 100% of Business Operations
Arnold Industries LLC
Elements Behavioral Health
Acquired 100% of Business Operations
Park Bench Group
Champlain Capital Partners
Acquired 100% of Business Operations
Master Cutlery, Inc.
Sophea has over 10 years of experience in mergers & acquisitions, private placements and financial advisory services. Her responsibilities include providing financial and valuation analysis, performing due diligence, asset positioning and strategy articulation. Prior to joining Capstone Headwaters, Sophea was an Analyst at FTN Midwest Securities, a full-service investment banking firm based in Cleveland.
She has significant experience in M&A advisory for middle-market companies, across a wide variety of industries, including Healthcare, Pharmaceutical Services and Marketing & Advertising.
Sophea is a graduate of Columbia University with a BA in Economics.