Capstone Partners Insights

Sector-Specific Intel for Middle Market Leaders, Business Owners, Investors & Creditors

Stay ahead of the competition.

Capstone Partners Industry Insights

Our commitment is to give our clients and partners a competitive advantage by providing exclusive access to complimentary, proprietary data and expert analysis of industry and market trends that may impact their business.

Capstone’s Industry Insights provide industry-specific market intelligence based on continually updated deal activity and insight our investment bankers capture from ongoing conversations with active acquirers and investors across a number of sectors. They are intended to keep you abreast of key trends in your sector, including:

The latest economic indicators for various sub-sectors
Unique company characteristics that are gaining attention from strategic and private equity buyers
Highlights of notable M&A deals in your space
M&A valuation drivers and purchase price multiples

Our insights have been featured in many of the nation’s top news outlets and industry publications, demonstrating the credibility and reliability of our analysis.

How To Subscribe to Capstone Partners Insights

We email our content to subscribers as soon as it is published. To subscribe, use our online form below to provide us with your industry and content preferences. This allows us to be respectful of your inbox and only send content that will be most valuable to you at this stage in your business lifecycle. Again, there is no cost to you for access to our insights.

Types of Content You Can Subscribe To

Industry & Sector Insights

Our specialized industry groups are supported by an award-winning research team that helps us deliver proprietary, sector-specific market intelligence to our clients. Subscribe to the industries and sectors that matter to you the most and receive reports and articles on emerging trends, M&A activity, deal multiples, competitive dynamics, and more delivered right to your inbox.

See examples of our insights here

Monthly Capstone News & Deal Updates

Subscribe to our periodic corporate e-newsletter for a quick snapshot of firm activity and news, including quick links to our recently closed deals and a snapshot of the most popular content published across the firm.

Receive the Monthly Capstone Newsletter

Quarterly Capital Markets Update

Receive our quarterly, deep-dive market analysis of key trends driving deal activity, including perspectives from Capstone experts on major economic developments and how they impact the market. Written for middle market companies and their advisors, this publication takes a deep dive into M&A activity levels and statistics, EBITDA Multiples, capital markets dashboards, middle market leveraged finance conditions, year-over-year comparisons, pricing trends, and more. This publication also includes an update on firm activity for the quarter.

See our latest report here

Middle Market M&A Valuations Index

Access proprietary insights, including analysis of M&A transaction volume and average middle market M&A valuations across 12 key industries. We seek to provide business owners and market participants greater transparency into the pricing dynamics of completed middle market M&A sale processes.

See our latest report here

Private Equity Index Report

Receive our bi-annual report examining private equity dealmaking in the middle market. Leveraging market research and Capstone’s proprietary data, we seek to provide greater transparency into U.S. middle market private equity activity including fund formations, dry powder, loan issuance, platform and add-on acquisitions, transaction valuations, hold time, portfolio exits, and return distributions.

See our latest report here

Financial Advisory Services Group News & Alerts

Quarterly email newsletter featuring insights, upcoming events, case studies, and other news specifically from our Financial Advisory Services (FAS) group combined with occasional email alerts with breaking news or time-sensitive announcements.

Learn more about our FAS Team here

Middle Market Business Owner Survey Annual Report

Our U.S. Middle Market Business Owners Research Survey provides proprietary data on how the current economic environment is impacting the operations and strategy of privately held middle-market businesses in the United States. The periodic survey allows us to track and provide analysis on changes in business operations, economics, and overall sentiment over time. As a subscriber, you will receive our survey results as they are published and will be invited to participate in surveys as they are conducted.

See our latest report here

Women Entrepreneurs Study

Receive our annual report analyzing the responses of more than 200 female business owners across the U.S. for key findings related to business decisions, growth strategies, and legacy expectations. This report seeks to identify and elevate key differences and challenges that female founders face.

See our latest report here

Global M&A Trends Survey Annual Report

Our Global M&A Trends Survey Report features insights from M&A advisors across the world. This annual survey report provides insight into M&A market activity and forecasts for deal making conditions, including M&A Market Conditions, M&A Valuation Dynamics, Sell-Side M&A Considerations, and Global Economic Impacts. The report also reveals data by industry and region, highlighting significant variances.

See our latest report here