Geoff Loos
Managing Director
Mr. Loos has over sixteen years of experience advising clients on both domestic and cross-border M&A transactions. Mr. Loos’ transactional experience covers mergers, acquisitions, divestitures, corporate investments, capital raises, debt placements and other value-creating transactions.
He has advised clients on a variety of complex and highly successful transactions in the consumer/e-commerce, food, health and wellness, industrial and technology sectors. Representative clients include Albion Minerals, baggalini, Chosen Foods, LifeVantage, Mity-Lite, Nelson Laboratories, Omega Protein, Tecumseh Poultry/Smart Chicken, Walker Edison, YoCream and ZAGG.
Prior to joining CapM, Mr. Loos was a Director in D.A. Davidson’s investment banking group and was a founding member of the firm’s consumer and technology investment banking teams. During his sixteen-year career at D.A. Davidson, Mr. Loos completed over $3.5 billion in investment banking transactions.
Mr. Loos actively supports the growth of the Utah business community by planning and contributing to value-added events and participating in leading local organizations, such as serving as the current Chairman of Utah’s Association for Corporate Growth (ACG).
Education
- Bachelor’s degree in finance from the University of Utah, David S. Eccles School of Business
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Representative Transactions
- Sale of Bergstrom Nutrition to Balchem
- Sale of Stone Ground to Tilia
- Sale of Granite Seed to S&S Seeds
- Sale of NORPAC Foods Soup business to Kettle Cuisine, a portfolio company of Kainos Capital
- Sale of Tecumseh Poultry, doing business as Smart Chicken, to Tyson Foods
- Sale of Setpoint Systems & Setpoint Inc. to JR Automation, a portfolio company of Crestview Partners
- Sale of American Eagle Instruments to Young Dental, a portfolio company of Linden Capital
- Sale of Cal-Pacific Specialty Foods to Titan Frozen Fruit
- Majority sale of Chosen Foods to Sesajal
- Sale of Nelson Laboratories to Sotera Health, a portfolio company of Warburg Pincus and GTCR
- Capital raise and management buyout transactions for Walker Edison
- Advised management and the Board of Directors of ZAGG on their acquisition of mophie
- Sale of Albion Minerals to Balchem Corporation
- Sale of Gray & Company to Seneca Foods Corporation
- Recapitalization of LifeVantage Corporation
- Sale of International Document Services to Reynolds & Reynolds
- Sale of Wheat Montana to River Associates
- Advised Omega Protein on their acquisition of Bioriginal Food & Science
- Sale of Bridgewater Corporation to Aramsco, a portfolio company of AEA Investors
- Sale of MITY Enterprises to Prospect Capital Corporation
- Recapitalization of MedSource RX Pharmacy
- Sale of American Sporting Goods to Caleres
- Sale of baggallini to R.G. Barry
- Sale of TimeShareWare to SS&C Technologies
- Advised on Leatherman Tool Group’s acquisition of LED Lenser
- Sale of Danude Technologies to CollabNet
- Sale of Inmatrix Technology to Sungard Data Management Solutions
- Sale of YoCream International to Danone
- Sale of O’Currance Teleservices to Riverlake Partners
