Common Goals. Uncommon Results.
A full-service investment bank built for the middle market.
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Powering your success with our expertise.
Over the past two decades, thousands of owners, investors, and creditors have trusted Capstone Partners to advise with their strategic decision-making in order to maximize financial outcomes at every stage of the corporate lifecycle. We have developed a fully integrated range of investment banking and financial advisory services uniquely tailored to meet the needs of middle market companies.
By the Numbers
*Last updated 11.19.24
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Highly Seasoned Professionals
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Collective Deals Completed
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Dedicated Industry Groups
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Offices in the U.S.
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Aggregate Industry Awards
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Partners Worldwide
Recent Insights & Press
Fully Integrated Services
Our capabilities have been specifically built to assist middle market corporations through each stage of the company’s lifecycle. Whether you need financial or operational help, seek growth financing, or look to pursue an M&A transaction, we will harness our collective expertise and put together a completely customized plan to help you achieve your goals.
Industry Expertise
Benefit from the vast network of relationships our industry banking professionals have with leading investors and strategic partners in your space, giving you real-time access to market intelligence and proprietary analysis of emerging trends to incorporate into your strategic thinking.
Recent Transactions
Capstone was an ideal partner for Barclay. They perfectly understood how best to articulate our unique story and generated a ton of interest on our behalf. We are thrilled with the outcome and are excited to become part of the Ecolab family.
Don Carney CEO, Barclay Water Management
The decision to transition a business is one of the most important decisions a business owner may encounter. Trusting the advisor that one chooses to navigate that transition is imperative. Capstone continuously earned my trust throughout the process. They provided consistent information, guidance, and expertise from start to finish. I would recommend Capstone to anyone considering or preparing for a transaction.
Collin Stewart Founder & Chairman of the Board, Stewart Transport
Capstone Partners worked diligently with our team throughout the transaction and were instrumental in delivering a positive outcome to the process. With their approach and constant support, we quickly developed a partnership that led to a successful transaction. As I have reviewed the entire process, I am very pleased with the decision to select Capstone as advisors and would highly recommend them to others.
Jeff Burks CEO, Latite Roofing & Sheet Metal
Lincolnshire greatly respects the critical contribution Capstone made to a successful transaction. From top to bottom, their team was strong and reliable. Capstone provided comprehensive support, demonstrating professionalism and adroit management of all parts of the transaction, including helping us position the business, working with management, and negotiating delicate deal points. Their knowledge of the sector and ability to position the company to maximize value helped deliver a successful outcome. We look forward to working with Capstone again.
John Comino Managing Director, Lincolnshire Management
Throughout the process, the deal team was extremely knowledgeable and instrumental with the negotiations, shaping the structure of the acquisition, and helping execute the transaction. This strategic acquisition is the largest to date for UIC, will help us with our ambitious goals for growth, and greatly enhances and expands our service offerings for the U.S. Air Force, U.S. Space Force and U.S. Space Command. I would like to thank Capstone for their support during the whole process. I look forward to working with them on another acquisition.
Jeevan Pokharel Chief Operating Officer, UIC
The Capstone deal team drove the M&A process with finessed negotiation skill and a determined focus to find the right strategic partner. Capstone's knowledge of the Military Space sector coupled with government contracting expertise delivered an outstanding result.
Mark Stafford President & CEO, Delta Solutions & Strategies
I want to personally thank Capstone for your patience, hard work, dedication, and long hours you’ve put into closing the WillScot purchase of Allsite's assets. The team's professionalism and expertise were instrumental in navigating through the complexities of this transaction, and we couldn’t have asked for a better team to work alongside.
Charlie Ballantyne Managing Director, Allsite Structure Rental
We are very appreciative of the hard work performed by Capstone Partners. They were instrumental in advising us through the whole acquisition process that ultimately led us to the team at Altus. With Capstone as a partner, we could stay focused on operating and growing the business.
Michael Wetzel President & CEO, Air Innovations
Capstone was an ideal partner for Barclay. They perfectly understood how best to articulate our unique story and generated a ton of interest on our behalf. We are thrilled with the outcome and are excited to become part of the Ecolab family.
Don Carney CEO, Barclay Water Management
The decision to transition a business is one of the most important decisions a business owner may encounter. Trusting the advisor that one chooses to navigate that transition is imperative. Capstone continuously earned my trust throughout the process. They provided consistent information, guidance, and expertise from start to finish. I would recommend Capstone to anyone considering or preparing for a transaction.
Collin Stewart Founder & Chairman of the Board, Stewart Transport
Capstone Partners worked diligently with our team throughout the transaction and were instrumental in delivering a positive outcome to the process. With their approach and constant support, we quickly developed a partnership that led to a successful transaction. As I have reviewed the entire process, I am very pleased with the decision to select Capstone as advisors and would highly recommend them to others.
Jeff Burks CEO, Latite Roofing & Sheet Metal
Lincolnshire greatly respects the critical contribution Capstone made to a successful transaction. From top to bottom, their team was strong and reliable. Capstone provided comprehensive support, demonstrating professionalism and adroit management of all parts of the transaction, including helping us position the business, working with management, and negotiating delicate deal points. Their knowledge of the sector and ability to position the company to maximize value helped deliver a successful outcome. We look forward to working with Capstone again.
John Comino Managing Director, Lincolnshire Management
Throughout the process, the deal team was extremely knowledgeable and instrumental with the negotiations, shaping the structure of the acquisition, and helping execute the transaction. This strategic acquisition is the largest to date for UIC, will help us with our ambitious goals for growth, and greatly enhances and expands our service offerings for the U.S. Air Force, U.S. Space Force and U.S. Space Command. I would like to thank Capstone for their support during the whole process. I look forward to working with them on another acquisition.
Jeevan Pokharel Chief Operating Officer, UIC
The Capstone deal team drove the M&A process with finessed negotiation skill and a determined focus to find the right strategic partner. Capstone's knowledge of the Military Space sector coupled with government contracting expertise delivered an outstanding result.
Mark Stafford President & CEO, Delta Solutions & Strategies
I want to personally thank Capstone for your patience, hard work, dedication, and long hours you’ve put into closing the WillScot purchase of Allsite's assets. The team's professionalism and expertise were instrumental in navigating through the complexities of this transaction, and we couldn’t have asked for a better team to work alongside.
Charlie Ballantyne Managing Director, Allsite Structure Rental
We are very appreciative of the hard work performed by Capstone Partners. They were instrumental in advising us through the whole acquisition process that ultimately led us to the team at Altus. With Capstone as a partner, we could stay focused on operating and growing the business.
Michael Wetzel President & CEO, Air Innovations
Capstone was an ideal partner for Barclay. They perfectly understood how best to articulate our unique story and generated a ton of interest on our behalf. We are thrilled with the outcome and are excited to become part of the Ecolab family.
Don Carney CEO, Barclay Water Management
Middle market businesses
deserve senior-level attention.
Our experienced, hands-on senior leaders will be by your side every step of the way, supported by a full team of highly talented professionals dedicated to delivering results and maximizing the value of your business.