May 3, 2023

Capstone Partners Wins Fourth Consecutive “Investment Bank of the Year” Award, Earns Additional Recognition at USA M&A Atlas Awards

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The firm and its professionals accepted several prominent awards at last week’s event hosted by Global M&A Network.

Boston, MA –
Capstone Partners, a leading middle market investment banking firm, is proud to announce its recognition—including its fourth consecutive win of the prestigious “Investment Bank of the Year” award—at the Global M&A Network’s 5th Annual USA M&A Atlas Awards, held in Washington D.C. on April 27, 2023.

In addition to being named “Investment Bank of the Year,” Capstone professionals took home awards for “M&A Deal of the Year,” “Business Services Deal of the Year,” and “Top USA Female Dealmaker.”

Learn more about the awards, professionals, and featured deals below:

Pictured (left to right): Wolfgang Zahner, Lisa Tolliver, Bob Balaban, Erik Larson


  • Investment Bank of the Year, USA Middle Markets

Capstone notably earned this award for the fourth consecutive year. The prestigious award honors the most outstanding middle market firm from a competitive lineup based on transactions closed, team leadership, and expertise.

John Ferrara, Founder & President of Capstone, said, “We are honored to receive the Investment Bank of the Year title. We view this as a testament to the quality of our professionals and our clients, both of whom make up the DNA of Capstone. Our commitment to expanding our service offerings and deepening our expertise has already set up 2023 to be strong year for Capstone and we look forward to continuing to grow alongside our partners.”

Based in Denver, CO, Garlock Pipeline Technology (GPT) produces critical-service flange isolation kits (FIKs) and monolithic isolation joints (MIJs) for oil, natural gas, and water pipeline applications globally. Capstone executed a multi-faceted carve-out of GPT’s operations while simultaneously closing an accretive sale leaseback of the company’s facility to Tempus Realty.

Wolfgang Zahner, Director in Capstone’s Industrials Investment Banking Group and deal team leader, commented, “We are pleased to be recognized for this transaction, which highlights the benefit of teaming up across multiple specialties—M&A and corporate real estate—to add demonstrable value to the client when leveraging cross-functional capabilities under one brand.”

Founded in 2010, Charter Impact is a mission-driven business partner dedicated to empowering charter schools and nonprofits with professional, personalized financial management, and operational support. Mercator was interested in Charter Impact due to its mission-driven focus, talented management team, and unique service delivery model. Post transaction, the companies plan to deepen focus on tracking operational performance, introduce new marketing efforts, and pursue new growth opportunities.

The transaction was led by Head of Business Services Investment Banking Bob Balaban and Director Erik Larson.

Lisa is a Managing Director in Capstone’s Consumer Investment Banking Group with over 25 years of experience advising Consumer companies. Her primary focus is advising business owners within the branded e-commerce, home goods, and health & wellness sectors. She is an established leader and mentor in the firm’s Chicago office.

The 5th Annual Top USA Female Dealmakers list honors the top performing women dealmakers from the corporate, investing, private equity, investment bank, legal M&A and restructuring transactional communities in the U.S. The award honors excellence in professional accomplishments and the selection is based on expertise, transactional experience, and reputation amongst clients, colleagues, and peers within the industry.

“We [are thrilled to have] honored the successes of top performing leaders and dealmakers and congratulate them on their vision and excellence for executing value-creating transactions. We wish them continued success for the year ahead,” added Shanta Kumari, CEO and Global Group Editor at Global M&A Network.


Global M&A Network is a diversified news, information media, and forums company, as well as the host of various prestigious awards ceremonies honoring top talent in the M&A space. The Network produces high-quality “Intelligence Forums” and the world’s most prestigious M&A, Turnaround, and female leadership “Atlas Awards.” 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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