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Kapil Puri

  • Director
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Kapil brings over 13 years M&A, capital raising, and financial analysis experience to Capstone Headwaters. He focuses on providing strategic and corporate finance advisory to industrial technology companies while leveraging his prior bulge bracket advisory work with companies in the industrial, automotive and technology sectors.

Prior to joining Capstone Headwaters' Industrial Technology Group, Kapil was a Director in the Industrials Group at Credit Suisse where he worked for six years leading M&A and capital raising advisory mandates.  He covered the automotive & transportation sectors including automotive suppliers, automakers, dealerships and automotive technology. He also served as a generalist industrials banker across aerospace and defense, capital goods, building products and diversified industrials.   

Prior to joining Credit Suisse, Kapil’s investment banking experience included M&A and capital raising work at Barclays Capital and Oppenheimer. Kapil began his career working in financial analysis at Deutsche Bank and in credit risk management at JP Morgan.


Northwestern University, Kellogg School of Management - MBA - Finance, Entrepreneurship, Accounting

Carnegie Mellon University - MISM

Registrations & Affiliations

FINRA - Series 7 & 63 Registered General Securities Representative

Industry Coverage

Capstone Headwaters has published its Industrial Technology Update: Robotics Segment Highlight. The report discusses observations from our advisory experience with successful robotics companies such as RedZone Robotics and Bell and Howell in the context of robotics & automation technologies that are proliferating across Infrastructure, Warehouse, and Retail end-markets.Read more