Mar 6, 2023

Capstone Partners Announces Two Internal Promotions to Managing Director

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The firm expands its list of “home-grown” career investment banking professionals.

Boston, MA – Capstone Partners, a leading middle market investment banking firm, is pleased to announce that two of its senior-level professionals—Harvey Mason, Financial Advisory Services, and Yogesh Punjabi, Consumer Investment Banking—have been promoted to Managing Director. This accomplishment is testament to the exceptional leadership and expertise each has contributed the firm.

Harvey Mason is a Managing Director in Capstone Partners’ Financial Advisory Services (FAS) Group. He has wide-ranging experience helping business owners, investors, and management teams navigate the many stages of their business journeys. Over the course of his 10+ years at Capstone, Mason has provided transaction advisory, interim management, financial advisory, operational consulting, forensic, turnaround and restructuring, and insolvency services to clients across a wide range of industries. He has additionally spearheaded business development initiatives within the FAS Group beyond his advisory duties.

“I am extremely proud to be part of such an exceptional firm and humbled to take on this new role and continue focusing on our outstanding client service, while also helping to lead business development efforts within FAS,” Mason commented. “The people, culture, and professionalism at Capstone is second to none. I look forward to sharing in the continued success with my wonderful colleagues.”

Yogesh Punjabi joined Capstone Partners’ Consumer Investment Banking Group in 2019, immediately demonstrating noteworthy dedication to the firm and its clients. He has deep investment banking expertise across mergers & acquisitions, financial advisory, and capital raising, with a specific focus on the Automotive Aftermarket sector. Prior to joining Capstone, he was a Senior Vice President at Jefferies, also focused on transactions in the Automotive Aftermarket sector including advising automotive parts manufacturers, suppliers, distributors, retailers, and service providers. In 2020, Punjabi was named an Emerging Leader in the industry by M&A Advisor.

“I am honored to be promoted to Managing Director at Capstone Partners,” Punjabi added. “I am excited to continue working with our highly talented team to provide top-tier holistic advisory services to our clients and look forward to contributing to the firm’s success—particularly across the evolving Automotive Aftermarket sector.”

Both Harvey and Yogi have played integral parts in the continuous evolution and expansion of Capstone Partners. We couldn’t be more thrilled to see them step into the hard-earned role of Managing Director and continue to serve as leaders and mentors within the firm, as well as seasoned partners to our clients.”

John FerraraFounder & President, Capstone Partners


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

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