A Different Kind of Firm
Built for the Middle Market
Expertise is not the only thing that matters. Relationships matter. Culture matters. Grit matters.
Capstone Partners is one of the largest and most active investment banking firms in the United States, with a unique set of capabilities specially tailored to serve the needs of owners, investors, and creditors of middle market companies throughout their full business lifecycle.
Middle Market Focus
We were founded to serve the needs of middle market businesses owned by entrepreneurs, private equity, and families. The vast majority of our clients are privately-held companies.
Full Service Capabilities
We have built special teams offering integrated services, enabling us to deliver a full suite of corporate finance solutions entirely in-house to address any need.
Dedicated Market Intelligence
One of our core capabilities is to deliver sector-specific, proprietary intelligence to our clients. We are a trusted source for middle market insights and emerging industry trends, with our reports and articles having been featured in many of the nation’s top news outlets and major industry publications.
Superior Client Results
We are consistently honored with the highest of praises from our clients, as evidenced by the many testimonials they have so graciously shared.
Top Ranked Performance
We consistently rank in the top 3 of firms in the U.S. for deals under $250M and the top 10 firms globally for deals under $500M.
Established Brand Reputation
Having completed close to a thousand deals and engagements, we have an established reach into leading strategic acquirers, PE firms, and Wall Street partners in the middle market.
Like many of our clients, we started as a small bootstrapped venture with five employees in a single office. We understand the power of acquisitions, with Capstone Partners having completed eight transactions of our own as a part of our firm’s growth strategy over the past two decades. We understand what it means to invest years into growing a private company, and we know what we do is mission-critical for the clients we serve. Very often, it represents their life’s work. As business builders ourselves, we embrace this deeply personal role in their legacy, and we’re unyielding in our commitment to being our clients’ most trusted partner for independent, expert advice and unparalleled solutions to meet any challenge or need.
Mission, Vision & Values
Capstone Partners’ mission is to serve our clients and our people with unyielding passion and unmatched skills to deliver superior value. Our vision is to build a firm that is strong, well-managed, fast-growing, exciting, and innovative with meaningful relationships, high business ethics, and an elite reputation – a firm that offers great opportunities where people are proud to work. We are results-oriented. We take pride in our client performance ratings and the value we create. Our bullish approach is simple: partner with clients where we are certain our capabilities can have a significant impact. As a team, we subscribe to professional values we feel make a difference in our client relationships and the quality of our representation.
Selflessness – Embrace “We, then me.” Serve the team first.
Enthusiasm – Enjoy what you do and celebrate who you are.
Trust – Have faith in your partners. Just do the right thing.
Respect – Communicate with transparency and integrity at all times.
Tenacity – Have a passion for excellence. Be gritty. Win.
Progressiveness – Be curious beyond the obvious. Over-deliver.
Entrepreneurial – Build something meaningful for the firm. Create.
Empowerment – Take control. Be accountable. Push and expect to be pushed.
Balance – Stay focused on what matters most to you. Be healthy and happy.
Ownership – This is your firm, run with it.
We often refer to ourselves as “a different kind of firm” and nowhere is that more apparent than in our culture. Our goal is to be trusted partners; not only to our clients but to each other and our community. Our culture internally of sharing, collaboration, and teamwork makes a real difference. No matter how large we get, spend some time with us and you’ll see instantly how much we care for one another, have fun together, and share a unified sense of purpose and community commitment that truly sets us apart.
In late 2019, Capstone Partners began a colleague-run charitable initiative. Capstone Cares focuses on helping children in need across the country, specifically in our footprint areas.
Capstone recognizes colleagues want to be active and feel more connected in their communities. The meaningful change in the lives of children and these philanthropic efforts have become the heart of our firm. Our approach to philanthropy takes many forms, including colleagues who contribute financially, matching gifts made by Capstone Partners, volunteer efforts, such as distributing shoes, site beautification and engaging in children’s summer camp activities. Additionally, colleagues donate items toward back-to-school and holiday drives. In exchange, colleagues receive paid time off for their volunteer efforts.
Individual contributions from Capstone colleagues, throughout all levels of the firm, make up the financial contributions across our national footprint. The firm matches every dollar contributed by its colleagues for a combined total of nearly $655,000 gifted to five non-profits. Annually, up to 75% of colleagues participate in Capstone Cares by making financial contributions, volunteering or both.
We invite you to browse the photo gallery below with special memories captured from various charitable and team-building events we have enjoyed throughout the years.
Want to learn more about the services we provide for owners, investors, and creditors of middle market companies? Reach out to us today!