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    Bruce Goldfarb

    Research Analyst at Lake Street Capital Markets

    Bruce Goldfarb is Managing Director and Head of Product Strategy in Institutional Equity Sales at Lake Street Capital Markets, where he focuses on delivering tailored market insights and liquidity solutions for institutional clients. He has participated in the coverage and execution of transactions for publicly traded companies such as Universal Technical Institute, among others, drawing on a strong background in equity sales and high-touch trading. Goldfarb began his capital markets career prior to joining Lake Street, rising to a leadership role and playing an instrumental part in the firm's product strategy since at least the early 2020s. He is known for his expertise in institutional equity sales and product strategy, though specific performance track records and professional securities licenses have not been publicly detailed.

    Bruce Goldfarb's questions to UNIVERSAL TECHNICAL INSTITUTE (UTI) leadership

    Bruce Goldfarb's questions to UNIVERSAL TECHNICAL INSTITUTE (UTI) leadership • Q3 2025

    Question

    Bruce Goldfarb from Lake Street Capital Markets asked about the progress and timeline for consolidating UTI and Concord's IT systems (ERP, LMS, etc.) and inquired about any other impacts from the 'One Big Beautiful Bill Act' besides the changes to Pell Grants for short courses.

    Answer

    CEO Jerome Grant stated that the integration of the company's four major IT systems is a key focus for the new CIO, but it is a multi-year process. Regarding the legislation, he reiterated that the most significant impact is the new Pell Grant eligibility for short courses, which supports UTI's advocacy for greater financial support for skilled trades education. He noted that further legislative enhancements could be pursued in the next budget cycle.

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    Bruce Goldfarb's questions to UNIVERSAL TECHNICAL INSTITUTE (UTI) leadership • Q2 2025

    Question

    An analyst from Lake Street Capital Markets, on behalf of Bruce Goldfarb, asked about employer demand trends for graduates, the current M&A environment, and the future strategy for marketing spend.

    Answer

    CEO Jerome Grant described employer demand as steady and growing for transportation, outpacing estimates for skilled trades, and exceptionally strong for healthcare. He noted that M&A activity is slightly lower than six months ago as potential sellers are also seeing robust demand. He confirmed that UTI will continue to increase marketing spend, particularly for Concorde, where it generates a strong ROI.

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    Bruce Goldfarb's questions to SOUNDTHINKING (SSTI) leadership

    Bruce Goldfarb's questions to SOUNDTHINKING (SSTI) leadership • Q4 2024

    Question

    Bruce Goldfarb from Lake Street Capital Markets asked about the potential for pipeline disruption from federal government funding efforts and the company's exposure to such changes.

    Answer

    Executive Ralph Clark explained that key demand drivers remain strong, including positive sentiment towards policing and agency understaffing. He acknowledged that federal ARPA funds are diminishing, which presents a challenge. However, the company is proactively mitigating this by helping customers find alternative funding sources, including a notable shift towards state-level initiatives in places like New Jersey and New York.

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    Bruce Goldfarb's questions to Olo (OLO) leadership

    Bruce Goldfarb's questions to Olo (OLO) leadership • Q3 2024

    Question

    Bruce Goldfarb inquired about pipeline trends comparing emerging enterprise to enterprise customers, the company's M&A appetite for new technology, and the specific allocation of reinvestment from the recent workforce reduction savings.

    Answer

    Founder and CEO Noah Glass noted strong wins in both segments, highlighting that emerging enterprise brands often launch with all three product suites, whereas enterprise clients tend to land with one module and expand over time. He stated that Olo is focused on its internal roadmap and partner ecosystem for innovation rather than active M&A. CFO Peter Benevides clarified that of the $8 million in annualized savings from the workforce reduction, 60% would improve operating income, with the remaining $3.2 million being reinvested broadly across the business.

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