Capstone Partners Advises Heald College on Acquisition by Investor Group

September 10 , 2007

Boston, MA- Capstone Partners LLC, a leading national investment banking firm, announced that it has successfully advised Heald College on its recent acquisition by an education industry investor group that wishes to remain undisclosed.  Heald College is one of the most well established providers of post-secondary educational programs in the Western United States.  The transaction, terms of which will remain confidential, involved new management members, growth capital and the conversion of Heald from a nonprofit institution with the approval of regulatory and governmental authorities.  Capstone served as the exclusive investment banking advisor to Heald College during the transaction process.

This latest announcement from Capstone adds to the firm’s long string of successful transactions with leading educational institutions.  John Ferrara, Capstone’s President and Managing Partner commented, “It was a complex transaction that required a highly collaborative effort from Heald’s entire transaction team as well as the Board of Trustees.  We believe that this is a milestone transaction within the post-secondary educational market and are honored to have been involved with such a prestigious institution that has been dedicated to student success for over 140 years.” 

Heald College was founded in 1863 and has become a leader in providing career-focused education programs to students in the Western United States.  Heald offers a broad curriculum of degree, diploma and certificate opportunities in business administration, information and networking technology, and allied healthcare.  Headquartered in San Francisco with 11 campuses across California, Oregon and Hawaii, the College presently enjoys one of the strongest regionally accredited brands in the post-secondary education industry today. www.heald.edu                                                                                                  

Capstone Partners LLC is a leading national investment banking advisory firm dedicated to serving the transaction needs of middle market companies.  The firm provides corporate sale & divestiture, merger & acquisition and private placement advisory services across three major industry practices: Specialty Products, Business Services and Technology & Media.  www.capstonellc.com