Professional Team
BUILT FOR THE MIDDLE MARKET™
As an organization, Capstone is built from the top - our clients receive hands-on senior level attention on every engagement, regardless of size or scope. As a team, Capstone possesses over 200 years of corporate finance advisory experience, spanning hundreds of M&A and financing transactions, corporate restructuring assignments and valuation engagements. With a proven track record of success and commitment to excellence, our entire team is dedicated to delivering superior results while creating maximum value for our clients.
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John FerraraPresident, Managing Partner > MORE |
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David BenchManaging Director (949) 460-6431 |
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Kevin JolleyManaging Director (617) 619-3330 |
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Theodore PolkManaging Director (312) 674-4531 |
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Eric WilliamsManaging Director (215) 854-4065 |
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Brian DaviesManaging Director (617) 619-3328 |
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Ronald AdamsManaging Director, Valuation Services (617) 619-3367 |
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Jacob VoorheesDirector & Principal > MORE |
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David DeSimoneDirector |
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Mark SurowiakDirector |
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Lisa TolliverDirector |
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Tracy PatchVice President (949) 460-6432 |
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Mark ShifrinVice President, Valuation Services |
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Sophea ChauSenior Associate |
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Dan SchultzAssociate |
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Dan MozerAnalyst |
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Shannon CullenDirector of Operations |
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Deborah FosterDirector (949) 460-6433 |