FinTech & Services

Our FinTech & Services Group focuses on providing world-class corporate finance advice to leading middle market companies in the financial technology and financial services markets.

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At a Glance

Our FinTech & Financial Services Investment Banking Team provides superior merger and acquisition, institutional financing, and strategic advisory services to leading financial technology, financial services, and insurance companies in the middle market. We maintain active dialogs with strategic investors and financial sponsors in highly relevant B2B and B2C FinTech and financial services sectors including software and service providers that serve the entire payments spectrum, banks, brokerage firms, asset managers, and insurance markets.

When you partner with Capstone’s FinTech & Services team, our senior professionals will use their unique understanding of the industry’s value propositions, valuation trends, and timeline considerations to analyze a full range of strategic options to achieve your goals and advance your vision.

Areas of Focus

Financial Technology

  • Alternative, Speciality Digital Lending
  • Bank Technology
  • Capital Markets Tech
  • Insurance Technology
  • Property/Real Estate Technology
  • Wealth Technology


  • B2B Integrated Payments
  • B2B2C Processing
  • Processing & Technology
  • Vertical Niche Wallets

Financial Services

  • Asset & Wealth Management
  • Banking
  • Capital Markets
  • Insurance
  • Specialty Finance

Recent Transactions

Senior Team Leaders

What our clients are saying about us:

Capstone was our firm of choice to represent us in this important point in our long history. Their knowledge of our technology, the FinTech industry, and extensive experience with finding the most appropriate partner to monetize what we have built, was critical to the success of this transaction.

Boyce Adams, Sr. Founder and Chairman, BankTEL

Capstone provided unwavering support throughout the entire process to help us navigate the complexities of our deal structure and to find the appropriate partner that shared our vision.

David Kelley CFO, SIB Fixed Cost Reduction

Capstone combined passion, expertise and a genuine concern for me throughout the entire process. The team communicated proactively and consistently. They listened incredibly well and made sure that my needs were met at every stage. I can't imagine going through this process without them.

Clifford B. Allen CEO, Clifford Allen Associates

We are very pleased with Capstone’s execution and the favorable outcome of the debt financing process as they introduced us to a number of strong institutional lenders and provided us with strategic advice throughout the entire transaction process.

Joel Garcia President, XL Funding

Learn More

Want to learn more about the services we provide for owners, investors, and creditors of middle market companies? Reach out to us today!