Jul 9, 2024

Capstone Partners Welcomes Managing Director Sunny Cheung to Special Situations Investment Banking Group

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Boston, MA – Capstone Partners’ Financial Advisory Services (FAS) team is pleased to announce that Sunny Cheung has joined the firm as a Managing Director in the Special Situations Investment Banking (SSIB) group.

Mr. Cheung brings more than 20 years of experience advising middle-market, public, and private companies and their stakeholders in special situation transactions including in- and out-of-court M&A, balance sheet restructurings, liability management, and capital raises. His experience spans a broad range of industries including Industrials, Engineering and Construction, Energy, Aviation, Logistics, and Manufacturing.

”Sunny is highly respected across our industry and brings a wealth of special situation transaction experience to the firm,” said Jamie Lisac, Head of Capstone’s SSIB group. “He will play a key role in the continued growth of the group, particularly on the West Coast. We are very fortunate to have him on our team.”

Prior to joining Capstone Partners, Mr. Cheung was a Managing Director at Imperial Capital in Los Angeles where he was focused on middle-market special situation transactions. He has also held senior positions at Piper Sandler, Gleacher & Co., and PwC Corporate Finance representing companies, creditors, and other stakeholders in both conventional as well as distressed transactions. He began his professional career in the M&A group at SAIC, a Fortune 500 technical services company.


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


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