Financial Services

Your Path to Superior Results

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Proven Capabilities

Capstone Partners has developed a full suite of corporate finance solutions to help privately owned businesses and private equity firms through each stage of the company’s lifecycle, ranging from growth to an ultimate exit transaction. In addition, we developed a specialty consulting practice to provide financial advisory services to companies experiencing distress or performance challenges. All of these capabilities are supported by 16 industry groups, an active sponsor coverage group, and a dedicated research team.

Mergers & Acquisitions

Capstone Partners provides world-class M&A Advisory Services to middle-market business owners and investors pursuing a sale transaction. We are experts in generating shareholder wealth, either through a full or partial exit.

Capital Advisory

Our Capital Advisory Services group helps privately-owned and sponsor-backed companies secure debt capital for organic growth, acquisitions, dividend recapitalizations and refinancings.

Financial Advisory Services

Our Financial Advisory Services group provides expert corporate financial consulting services, delivered by senior executives.

Special Situations & Restructuring

Our Turnaround & Restructuring and Special Situations Investment Banking professionals have a broad range of situational and industry experience to help companies assess and address the root causes of distress and implement optimal solutions for complex capital structure challenges.

ESOP Advisory

Employee Stock Ownership Plans (ESOPs) can provide an effective alternative for business owners wishing to transition ownership to management and employees while providing an attractive level of personal liquidity and maintaining operating control.