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 successful independently owned 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.
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 research 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 at the top of U.S. advisor league tables for deals under $250M and in the top 10 global advisor league tables 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.
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.