What does Capstone Partners do?

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www.capstonepartners.com

Capstone Partners is a middle-market investment bank offering M&A, capital formation, and financial advisory services.

Capstone Partners is a full-service investment bank built for the middle market. The firm provides mergers and acquisitions advisory, capital formation, and financial advisory services to privately owned companies, sponsors, and investors. Capstone serves business owners seeking to sell, grow, or optimize value; private equity sponsors requiring sponsor coverage; and strategic buyers pursuing complex transactions. The firm offers a broad suite of services, including M&A advisory (sell-side and buy-side), capital advisory (debt and equity), restructuring and advisory, ESOP advisory, interim management, and performance improvement, all delivered through an integrated, conflict-free approach. Capstone emphasizes industry-focused collaboration, with cross-functional teams and dedicated industry groups to tailor solutions to specific sectors. With a global footprint—more than 450 partners across dozens of offices in many countries—the firm combines local market knowledge with multinational reach to execute middle-market transactions in virtually every sector. Capstone highlights a client-centric, results-driven mindset, aiming to maximize value for business owners, entrepreneurs, and private equity firms at every stage of the corporate lifecycle. The firm’s capabilities span sell-side and buy-side engagements, cross-border deals, and capital raises, enabling clients to access strategic advice and financing options across a wide range of industries while maintaining a focus on fiduciary integrity and long-term outcomes.

Mission statement

To empower middle-market business owners and investors with conflict-free, integrated financial advice and execution across M&A, capital formation, and strategic advisory.

Products & Services

Mergers & Acquisitions Advisory Service

Maximize value and optimize outcomes through expert M&A advisory services tailored for your business.

www.capstonepartners.com/services/mergers-and-acquisitions-advisory 11 features

✓ Buy-side advisory — Facilitates Strategic Acquisitions
✓ Sell-side advisory — Maximizes Sale Value
✓ Approach and negotiation — Negotiate Favorable Terms
✓ Comprehensive M&A Strategy Development — Tailors M&A Approach
✓ Target and criteria development — Define Investment Criteria
✓ Due diligence and closing — Facilitate Smooth Closures
✓ Industry-Focused Expertise — Enhances Transaction Execution
✓ Market assessment — Identify Market Opportunities
✓ Retained search list building and outreach — Establish Target Networks
✓ Quality of earnings analysis — Assess Financial Health
✓ Process management — Streamline Acquisition Processes

Capital Advisory Service

Secure cost-effective debt and equity capital for your growth objectives.

www.capstonepartners.com/services/capital-advisory 5 features

✓ Debt capital advisory — Obtain Debt Financing
✓ Equity capital advisory — Raise Equity Capital
✓ Cost-Effective Solutions — Access Cost-Effective Capital
✓ Cross-Functional Team Collaboration — Leverage Sector Insights
✓ Infrastructure finance — Finance Infrastructure Projects

Financial Advisory Services Service

Enhance organizational performance and shareholder value through tailored financial advisory solutions.

www.capstonepartners.com/services/financial-advisory-services 11 features

✓ Corporate Financial Advisory — Offers Tailored Solutions
✓ Financial due diligence — Enhance Decision-Making
✓ Performance Improvement — Maximizes Profitability
✓ Valuation Advisory & Litigation Support — Delivers Independent Assessments
✓ Integration advisory — Streamline Integration
✓ Post-merger integration — Ensure Ongoing Success
✓ Sell-side readiness — Optimize Selling Process
✓ Transaction Advisory Services — Ensures Smooth Transactions
✓ Operational due diligence — Identify Operational Risk
✓ Quality of earnings/quality of technology review — Assess Value Drivers
✓ Interim Management Advisory Services — Provides Immediate Support

Special Situations & Restructuring Service

Offering specialized services for managing complex financial issues and restructuring.

www.capstonepartners.com/services/special-situations-restructuring 4 features

✓ Turnaround & Restructuring — Optimize Operational Stability
✓ Bankruptcy & Insolvency Advisory — Manage Bankruptcy Proceedings
✓ Special Situations Advisory — Leverage M&A Processes
✓ Special Situations Investment Banking — Execute Distressed Transactions

ESOP Advisory Service

Facilitates employee ownership transitions while ensuring personal liquidity for business owners.

www.capstonepartners.com/services/esop-advisory 4 features

✓ Ownership Transition Assistance — Facilitates Seamless Transition
✓ Tax Advantages — Defers Capital Gains Taxes
✓ Operational Control Retention — Maintains Control
✓ Employee Engagement — Empowers Employees

Common Questions

What does Capstone Partners do?: Capstone Partners is a full-service investment bank built for the middle market. The firm provides mergers and acquisitions advisory, capital formation, and financial advisory services to privately owned companies, sponsors, and investors. Capstone serves business owners seeking to sell, grow, or optimize value; private equity sponsors requiring sponsor coverage; and strategic buyers pursuing complex transactions. The firm offers a broad suite of services, including M&A advisory (sell-side and buy-side), capital advisory (debt and equity), restructuring and advisory, ESOP advisory, interim management, and performance improvement, all delivered through an integrated, conflict-free approach. Capstone emphasizes industry-focused collaboration, with cross-functional teams and dedicated industry groups to tailor solutions to specific sectors. With a global footprint—more than 450 partners across dozens of offices in many countries—the firm combines local market knowledge with multinational reach to execute middle-market transactions in virtually every sector. Capstone highlights a client-centric, results-driven mindset, aiming to maximize value for business owners, entrepreneurs, and private equity firms at every stage of the corporate lifecycle. The firm’s capabilities span sell-side and buy-side engagements, cross-border deals, and capital raises, enabling clients to access strategic advice and financing options across a wide range of industries while maintaining a focus on fiduciary integrity and long-term outcomes.