Feb 5, 2024

Capstone Partners Financial Advisory Services Team Announces TMA Leadership Appointments and Sponsorship Commitments

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Boston, MA – Capstone Partners continues to support the Turnaround Management Association’s (TMA) role as one of the leading associations for industry professionals through the investment in national and regional sponsorships, as well as executive board participation at multiple levels of the association.

“The TMA is an enormously important organization to the turnaround and restructuring community,” said Brian Davies, Managing Partner of Capstone’s Financial Advisory Services (FAS) practice. “Helping our clients and their stakeholders navigate periods of business stress and distress is an important part of our team’s mission and we are pleased to continue to support the insights, training, and professional development that the TMA provides to members across the world.”

The firm’s 2024 commitment includes:

• Sponsorship of the annual TMA Distressed Investing Conference (DIC) in Las Vegas
• Chapter sponsorships in Capstone’s major operational markets including TMA Northeast, TMA Detroit, TMA Chicago/Midwest, TMA Rocky Mountain, and TMA Dallas-Fort Worth
• Leadership appointments for Associate Lori Wong, who was elected to serve on the board of directors for the TMA Northeast chapter beginning in 2024, for Managing Director Sheldon Stone, who was previously a member of the TMA global board and who will serve as a member of the TMA Audit Committee in 2024; for Director Brian Phillips who is serving on several Detroit chapter committees, including the 2024 Programming Committee, and for Associate Erik Morandi who is a member of the TMA NextGen Detroit Chapter board.
• Ongoing individual participation by FAS professionals with individual chapter membership, content contributions, and speaking engagements

Capstone’s Financial Advisory Services group specializes in providing middle market businesses and their stakeholders with comprehensive advisory services across the full business lifecycle. For more information about our services, including Turnaround & Restructuring, please contact a member of our team.

For More Information Contact:

Lorene Branch
Marketing Manager
Financial Advisory Services

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