Jun 27, 2024

Capstone Partners Adds Two New Directors with Deep Transaction Advisory Expertise to Financial Advisory Services Team

Print Friendly, PDF & Email

Boston, MA – Capstone Partners is pleased to announce the addition of two senior professionals to the firm’s Financial Advisory Services (FAS) team: Alex Alekseev and Adrian Urgena.

Mr. Alekseev and Mr. Urgena will add their expertise to the FAS team focused on helping clients preserve and accelerate value, particularly in the context of a transaction.

“Alex and Adrian are amazing additions to the firm. We are excited to have them join the team and continue to help expand our ability to support current and future clients through both buy- and sell-side processes, as well as throughout the operational period of the business,” said FAS Managing Partner Brian Davies. “The timing could not be better; with deal activity starting to heat up across most industries, bringing in two seasoned professionals with their focus and expertise is going deliver immediate value to our clients pursuing transactions in the middle market.”

Mr. Alekseev has more than 20 years of experience providing clients in the U.S. and abroad with performance improvement, integration and separation advisory, and expanded diligence services. Prior to joining Capstone, he led Applied BI, a performance improvement consultancy that he founded, and has previously worked for Grant Thornton, KPMG, and PwC. He joins the firm’s growing team in the Chicago market.

Mr. Urgena has more than 20 years of experience applying information technology and decision science expertise to preserve and grow stakeholder value, in companies ranging from mid-cap to Fortune 500 entities. He has maximized return on more than $25B of transaction value by advising clients on 100+ deals across multiple industries, types, sizes, and geographies. Key areas of expertise include process optimization, enterprise technology deployment, IT and data governance, advanced analytics, agile development methodologies, and M&A advisory services. He will be based in the firm’s Denver office.


For over 20 years, the firm has been a trusted advisor to leading middle market companies, offering a fully integrated range of investment banking and financial advisory services uniquely tailored to help owners, investors, and creditors through each stage of the company’s lifecycle. Capstone’s services include M&A advisory, debt and equity placement, corporate restructuring, special situations, valuation and fairness opinions, and financial advisory services. Headquartered in Boston, the firm has 175+ professionals across the U.S. With 12 dedicated industry groups, Capstone delivers sector-specific expertise through large, cross-functional teams. Capstone is a subsidiary of Huntington Bancshares Incorporated (NASDAQ: HBAN). For more information, visit www.capstonepartners.com.

For More Information Contact:

Lorene Branch
Marketing Manager, Financial Advisory Services


Related Transactions

Engaged Capstone Partners to issue a Fairness Opinion

Engaged Capstone Partners for Valuation, Financial and Transaction Advisory Services

Print Friendly, PDF & Email

Insights for Middle Market Leaders

Receive email updates with our proprietary data, reports, and insights as they’re published for the industries that matter to you most.