Financial Advisory Services for TMA Members
About Capstone Partners’ Financial Advisory Services Group
Capstone Partners is one of the largest financial advisory services and investment banking firms in the United States. For over 20 years, the firm has been a trusted advisor to clients, offering an integrated range of services uniquely tailored to help owners, investors, and creditors through each stage of the company’s lifecycle.
Capstone’s Financial Advisory Services (FAS) group delivers comprehensive, enterprise-wide solutions aimed at increased shareholder value.
Headquartered in Boston, the firm has 175+ professionals across the U.S. and an international presence including over 450 professionals in more than 40 countries.
Capstone’s FAS team includes more than 40 dedicated professionals located in Boston, New York, Detroit, Chicago, Dallas, and Denver.
What We Do
Turnaround & Restructuring Advisory
When a business becomes distressed, rapid changes require quick and decisive action. Having a knowledgeable and experienced team to help assess the root causes of the distress and implement immediate solutions is vitally important. In these urgent situations, Capstone’s Financial Advisory Services group can offer stakeholders a range of turnaround & restructuring advisory services designed to stabilize the troubled company’s operational and financial positions and help it preserve value and return to sustained growth.
- Turnaround
- Crisis Management
- Restructuring Advisory
- Debtor & Creditor Advisor Services
- Chief Restructuring Officer Services
Special Situations Investment Banking
Capstone Partners’ Special Situations Investment Banking team of investment banking professionals has deep experience across a broad range of industries and distressed and special situations. We work seamlessly with our industry M&A and Financial Advisory Services colleagues to bring a highly coordinated, cross-disciplined, efficient, and effective approach to every situation and transaction process.
- Strategic alternatives and contingency planning
- Buy- and sell-side distressed M&A
- Debt and equity capital markets
- Balance sheet restructurings
- Creditor and credit committee advisory
- Board and special committee advisory
- Fairness and solvency opinions
Bankruptcy Services
- Debtor Representation Services
- Creditor Representation
- Chapter 11 Plan of Reorganization
- Chapter 11 Liquidation
- Chapter 7 Liquidation
- Section 363 Asset Sale
Business Advisory
- Business Performance Improvement
- Project Management
- Post-merger Integration
- Accounting & Audit Support
- Public Company Readiness
- Public-to-Private Planning
Transaction Advisory Services
Even the most straightforward transaction has its complicated moments. Capstone’s Financial Advisory Services Group provides specialized transaction advisory services that support all aspects of the transaction process and keep the complexity minimized and manageable. If a business is faced with unexpected demands outside the expertise of the existing management team or staff, we can deploy experienced management professionals to support the business.
- Sell-side Readiness
- Financial Due Diligence
- Operational Due Diligence
- Quality of Earnings Review
- Interim Management Advisory Services
- Integration Advisory
Select Financial Advisory Services Case Studies