Capstone was formed with a singular purpose: to build an entrepreneurial-focused firm capable of delivering superior results with unmatched skill. We have earned that position in the sectors we cover by representing emerging industry leaders. Today, we are a highly differentiated firm with capabilities that are rare in our industry.
- LEADING REPUTATION – Capstone is one of the largest and most successful independent middle market investment banking firms in the US. Our clients benefit from the immediate market credibility of our branded reputation.
- SENIOR ATTENTION – Capstone’s senior resources are committed to each engagement. Our clients benefit from the creativity and experience of seasoned managing directors, supported by broader national and international teams.
- MARKET FOCUS – Capstone is entirely dedicated to middle market companies, generally ranging in value from $15mm to $350mm. Our clients are guided by professionals who are intimate with the unique characteristics of privately held businesses.
- INDUSTRY EXPERTISE – Capstone is focused on specific industry segments with national and global teams. As a result, our clients are ensured deep domain knowledge, optimal positioning, established relationships and speed of execution.
- BROAD PRESENCE – Capstone maintains offices in key markets across the US, representing strong deal distribution capabilities. Our clients benefit from an expansive geographic footprint and resources that can be deployed on each transaction.
- GLOBAL ACCESS – With Capstone’s London office and IMAP global partnership, we have completed award-winning cross border transactions. This international platform provides our clients with seamless capabilities anywhere in the world.
- DEDICATED RESEARCH – Through Capstone’s research team, we are able to deliver proprietary industry insights. This market intelligence, together with the relationships we have cultivated, is harnessed for the benefit of our client engagements.
- ENTREPRENEURIAL ROOTS – Capstone has been, and will continue to be, an independently-owned, growth oriented firm. As business owners ourselves, we share a common DNA with our entrepreneurial clients.
- PRINCIPAL INVESTMENTS – Capstone can deploy its own capital into select client transactions. As a firm, we believe strongly in the quality of companies we represent and the transactions we help to complete.