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Mergers & Acquistions

Capstone 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. Our reach into both the strategic acquirer and private equity communities is vast and our industry relationships are deep. In addition, Capstone offers buy-side advisory services to either large corporate acquirers pursuing an M&A growth strategy or private equity firms seeking to leverage our industry expertise.  Through the marriage of our transaction execution skills and our industry domain expertise, we are able to deliver superior valuations, speed to closure and probability of success.

Types of Transactions
  • Corporate Sales
  • Recapitalizations
  • Divestitures
  • Strategic Acquisitions
  • Leveraged Buyouts
  • Management Buyouts
  • Strategic Mergers
  • Joint Ventures & Alliances
Corporate Restructuring

Capstone’s award-winning corporate restructuring services (CRS) practice helps companies navigate through difficult operating and financial environments.  The CRS team is comprised of senior executives with experience to deploy rapidly and deliver immediate leadership, stabilization and value. CRS provides both debtor and creditor oriented advisory services.  Our services are utilized by private and public companies, private equity groups, commercial lenders and unsecured creditors.  Our approach is one of partnership: we team with the relevant stakeholders, develop a plan for stabilizing, maximizing and/or realizing value, implement action and help manage results.

Types of Engagements
  • Corporate Restructurings
  • Turnaround Management
  • Chapter 11 Advisory
  • Interim & Crisis Management
  • Specialty M&A
  • Performance Improvement
  • Quality of Earnings Analysis
  • Liquidating Trust & Lit Support
Private Placements

Capstone helps businesses secure growth and acquisition capital, leveraging long-established relationships with venture capital, private equity and strategic investors, as well as commercial lenders and mezzanine funds. We possess deep credentials in recapitalization financings involving PE groups pursuing both majority and minority investments. These transactions typically involve a significant amount of shareholder liquidity, but also help companies forge long-term equity capital partnerships to build management teams, fuel growth and pursue acquisitions.  Our private placement channels have been constructed to help companies at various stages of development access appropriate forms of financing.

*Capstone Capital Markets LLC is a registered Broker Dealer with FINRA/SIPC

Types of Transactions
  • Venture Capital
  • Private Equity
  • Subordinated Debt
  • Unitranche Debt
  • Senior Debt
  • Venture Debt
  • Bridge Loans
  • Working Capital Lines

Advisory Services

Strategic Advisory

Capstone works with businesses, private equity portfolio companies and commercial credits on either an assessment or special project basis. We also serve as a Board for long-term planning purposes. This form of strategic coverage provides tremendous value to businesses contemplating a transaction in the future.

Valuation Services

Private companies often require an objective, independent assessment of value.  Capstone has provided valuation advisory services across a broad spectrum of engagements, ranging from standard business valuations to financial accounting & reporting valuations to fairness and insolvency opinions.

Merchant Banking

Capstone stands behind the quality of the companies we represent with our own capital. Through Capstone Ventures, we are able to co-invest in transactions, sending a strong message to both our clients and the broader market.  We do not review outside opportunities as this commitment is reserved for select clients of the firm.