Trusted Partners

For Private Business Owners in The Middle Market

Your business is the culmination of your life’s work. It’s deeply personal to you; and when you place your life’s work in our hands, it’s deeply personal to us.

Phil SeefriedPresident

At Capstone Partners, we understand your journey. As entrepreneurs and business owners ourselves and advisor to thousands of companies like yours over the past two decades, we can relate to where you’ve been and where you want to go, and we have the team and capabilities in place to help you achieve your goals.

Our full-service investment banking and financial advisory teams can help with:

  • Selling your company
  • Acquiring a company
  • Raising capital
  • Providing strategic, conflict-free advice
  • Managing buyouts
  • Interim management services
  • Making operational improvements
  • Determining valuations
  • Conducting fairness opinions
  • Planning for tax-optimized liquidity events

Explore Our Services

Contact Us

If you’re a middle market business owner, we invite you to reach out and find out if you would benefit from a partnership with us.