Our Team

Geoff Loos
Geoff Loos
Geoff Loos
Managing Director

Education

  • Bachelor’s degree in finance from the University of Utah, David S. Eccles School of Business

Geoff Loos is a Managing Director at CapM.

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

 

Selected Representative Advisory Transactions

  • 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