Board Advisory

Capstone is committed to forging long-term relationships with leading companies and investors in the industries we cover. We invest in these relationships by helping owners, investors and management teams develop the business in a manner which will maximize the long-term equity value of the firm.

Our board advisory services have been developed to deliver deep industry and capital markets expertise combined with seasoned operational perspectives.  Typically engaged as an advisor to the Board of Directors, we help formulate strategies focused on optimal competitive & market positioning and shareholder value enhancement, including:

Strategic Advisory

  • Market Analysis - assessing emerging trends and their implications on the business
  • Competitive Positioning - determining how value is being created
  • Strategic Growth Plan - formalizing short and long-term growth initiatives
  • Capital Budgeting - developing rigor around capital management
  • Opportunity Assessment - defining market, product and distribution initiatives
  • Special Projects - responding to ad hoc, mission critical decisions and analyses

 

Capital Markets Advisory

  • Market Assessment - analyzing relevant acquisition and financing markets
  • Company Assessment - determining the company’s position relative to market trends
  • Public Equities Market Monitoring - tracking public valuations and relevant events
  • Acquisition Market Monitoring - proactively tracking announcements and acquisition appetites
  • Financing Market Monitoring - reporting on financings and the investment community
  • Timing Assessment - advising on capital markets timing relative to strategic goals

Valuation & Transaction Advisory

  • Valuation Checkpoints - determining valuations on an annual basis relative to goals
  • Fairness Opinions - supporting client-partner transactions with formal valuation opinions
  • Transfer of Ownership - assisting with internally led stock or management buy-outs
  • Strategic Alliances - advising on key strategic alliances and joint venture formations
  • Transaction Advisory - executing specific, targeted transactions as they arise