Dec 12, 2023

Capstone Partners Services and Professionals Recognized at 22nd Annual M&A Advisor Awards

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Boston, MA – Capstone Partners, a leading middle market investment banking firm, is proud to announce that it received multiple awards from The M&A Advisor—the premier global network of M&A, Turnaround, and Finance professionals—at the 22nd Annual M&A Advisor Awards held during the Future of Dealmaking Summit in New York, NY on November 15, 2023.

Capstone Partners received the following recognitions:

It was a very good outcome under difficult circumstances,” said Jamie Lisac, Head of Capstone’s Special Situations Investment Banking (SSIB) group and lead investment on the transaction. “Our deal team, in close collaboration with the attorneys at Potter Anderson & Corroon that served as debtor’s counsel and the professionals from Aurora Management Partners, who served as Chief Restructuring Officer and financial advisors, delivered an outstanding result, including saving the jobs of over 40 employees who were retained by the buyer. It was our privilege to work with the company’s management team and the professionals at Potter Anderson & Corroon and Aurora Management. Most of the time great work goes unnoticed so it was a great honor for our Special Situations Investment Banking Group to be recognized by the M&A Advisor.” 

  • Middle Market Investment Banking Firm of the Year, Finalist

For over 20 years, thousands of business owners, investors, and creditors have trusted Capstone to help guide their strategic decisions and maximize financial outcomes at every stage of the corporate lifecycle. Capstone is consistently ranked within the top firms in the U.S. and strives to deliver a differentiated client experience through fully integrated services to address the needs of any situation.

Brian Davies, Managing Partner

Brian Davies, Managing Partner of Financial Advisory Services at Capstone

“The award recipients represent the best in the mergers and acquisitions industry this past year and earned these honors by standing out in a group of extremely impressive finalists,” said Roger Aguinaldo, Founder and CEO of The M&A Advisor. “Ranging from large multi-billion dollar deals to lower middle market deals, we are recognizing the leading transactions, firms, and individuals that represent the highest levels of accomplishment.”

Additionally, Erik Larson, a Director in Capstone’s Business Services Investment Banking Group, was named an Emerging Leader at the M&A Advisor’s 14th Annual Emerging Leader Awards during their Leadership in Dealmaking Summit.  The award—born as the “40 under 40 Awards” in 2010 to honor the achievements of outstanding young professionals in M&A, turnaround, and financing—recognizes Larson’s 15+ year track record of success advising clients, particularly in the IT and Professional Services sectors.

Erik Larson, Director

Erik Larson, Director at Capstone

Bob Balaban, Capstone’s Head of Business Services, commented, “Erik has been an outstanding representative of Capstone during his tenure at the firm. He is highly skilled in the nuances of transaction management and execution, and has developed into a valued resource and trusted advisor to clients in their monumental business decisions. This is a well-deserved recognition. 

“With the challenges undertaken over the past three years, especially through the pandemic and challenging economic uncertainty, the 2023 award recipients join a truly remarkable, global network of outstanding young professionals,” commented Aguinaldo.

“We are incredibly proud of the dedicated professionals across our firm who were recognized for their exemplary work and leadership,” said Paul Janson, Head of Investment Banking at Capstone Partners. “From complex deals to our rising talent, these awards showcase the deep expertise and client-focused approach that has defined Capstone for over 20 years. As the market evolves, we remain committed to delivering outstanding outcomes and service to every client. These honors further strengthen our platform as we continue powering success for middle market businesses.”


The M&A Advisor was founded to offer insights and intelligence on mergers and acquisitions, establishing the industry’s leading media outlet in 1998. Today, the firm is recognized as the world’s premier leadership organization for mergers & acquisition, restructuring, and corporate finance professionals, delivering a range of integrated services from offices in New York and London. For more information, visit


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

For More Information Contact:

Rebecca Levesque
Director of Marketing



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