About Us

 

HISTORY

 

Headquartered in Boston, Capstone’s roots are with Arthur Andersen, where in 1996 we built one of the fastest growing, most successful middle-market corporate finance practices in the country.  In 2002, the practice was spun out of Andersen and re-branded as Capstone Partners LLC.  Since that time, Capstone has become recognized as one of the premier national middle market investment banking firms.

 

GROWTH

 

Capstone has fueled its success with some of the industry’s best talent.  We have expanded our team by drawing from many larger firms, including JP Morgan, Lehman Brothers, Morgan Stanley, Citigroup, H.I.G. Capital, Robertson Stephens, KPMG, Mesirow Financial, Adams Harkness & Hill and Needham & Company.  In 2010, Capstone acquired the middle market M&A practice of Morgan Stanley Smith Barney, extending our footprint into Chicago, Los Angeles and Philadelphia.  Additionally, Capstone opened a New York office in 2011.

 

EXPERIENCE

 

Today, we collectively possess over 200 years of corporate finance advisory experience, spanning hundreds of M&A and financing transactions, corporate restructuring assignments and valuation engagements.  By committing senior Wall Street caliber professionals to middle market business needs, Capstone has produced a transaction closure record that has consistently ranked the firm in the top 20 of national firms.*  In 2010, Capstone earned the “Deal Maker of the Year” honor at the 9th Annual M&A Advisor Awards in New York.

 

*As compiled annually by the Boston Business Journal.