Client Testimonials
Guided by Integrity
Our reputation is built on the people and institutions we represent, ranging from private business owners to leading investors and lenders.
At the conclusion of each engagement, we seek direct feedback from our clients across 10 key performance categories. To date, our team has achieved a 96% performance rating. Clients highlight our ability to increase the probability of success, speed to completion, and shareholder value. We take great pride in this achievement.
We are truly honored to consistently receive the highest of praises from our clients, as evidenced by the many testimonials they have so graciously shared. We invite you to take a moment to browse the testimonials below.
See what our clients have to say:
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 Managament
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
Capstone provided hands-on guidance throughout the transaction process and made a concerted effort to build a customized process designed to help us achieve an outcome above our expectations with two best-in-class partners. Capstone’s history as an entrepreneurial firm was extremely relevant as we navigated our own process.
Kevin Keane Executive Chairman, PKF O'Connor Davies
Through Capstone we found an acquisition partner in Madison who aligns with SimX’s mission to save lives by making healthcare simulation training cheaper, easier, and more realistic. We’re excited about the future we’re building together with our new partner.
Dr. Ryan Ribeira Founder & CEO, SimX
It was a pleasure working with the team at Capstone. Their strategic advice, support, and understanding of our company and the market were invaluable to us as we navigated this complex process. Looking forward, we are excited about our partnership with Vance Street Capital. The team at Vance Street has a proven track record of successfully investing in and growing businesses within the medical device sector. We remain committed to providing the highest quality services, products, and customer service to all our customers.
Daniel Prince Founder & CEO, Prince Sterilization
The Ravago family of companies was exactly the right partner for Mays Chemical Company. We were represented by Capstone Partners, who provided invaluable guidance and strategic knowledge of the possible transaction partners across both the private equity and Specialty Chemical Distribution landscapes. Capstone helped us navigate this unfamiliar terrain and maximized our time and value for our shareholders. They were truly our partners in this process, and we were grateful to have them on our team.
Kristin Mays-Corbitt President & CEO, Mays Chemicals
Thanks to Capstone Partners we have successfully found a partner in Gallagher Bassett to help us achieve our goal of growing and expanding our services in the construction industry. It was critical that we partner with a company that aligns with our values and vision. Josh and I feel optimistic about the success of this partnership. It’s a blessing to feel at ease with our collaboration with Gallagher Basset and we are looking forward to our journey in succeeding and achieving our business objectives.
Anna Martinez CEO, Safe T Professionals
When it came time to select an investment bank to help us navigate the uncharted (to us) waters of M&A, the Capstone team was a definitive choice due to their deep understanding of our specific space and experience helping many similar businesses find the right partner. The convenience of having a wide variety of experts and resources made available to us and managed via a single point of contact can’t be overstated. In the world of Speech-Language Pathology, the CCC acronym stands for Certificate of Clinical Competency. Capstones’ Cs are Competence, Calm, and Confidence.
Gary Weber CEO, Nyman Associates
Doug, Mike and I couldn’t be happier to have engaged Capstone Partners to assist us with our search. They understood our company and our objectives from Day 1 and worked tirelessly to find us the very best possible partner for Supreme Auto Transport’s future development.
Jack Nugent President & CEO, Supreme Auto Transport
Our management team and principal shareholders knew from the very first meeting we wanted to work with Capstone. The Capstone team brought a high level of expertise and the support we needed to successfully find the right company to acquire Ultra Pet. Capstone came up to speed quickly, gaining a deep understanding of our business and goals, and doing a great job throughout the entire process. Capstone was instrumental in our successfully closing the transaction within the timeline we set while maximizing the value of our business.
Richard Murbach CEO, Ultra Pet
As a repeat customer of Capstone, we continue to be impressed with their ability to provide comprehensive support and expertise throughout a complex process that is always challenging. Capstone’s ability to understand a business in detail and position the organization in a manner that identifies outstanding potential parties and optimizes their clients value is greatly appreciated. We saw Capstone as more than a business partner and the Capstone team was a pleasure to work with. Without question we continue to recommend Capstone to other peer business owners.
David Knigge CEO, AstreaX
We extend our appreciation to Capstone Partners for their exceptional expertise and dedication in orchestrating a successful transaction. Their commitment to excellence and thoughtful guidance played a pivotal role in achieving a prosperous outcome. On behalf of Continental Adjusters Team, thank you!
Grant Wynn President, Continental Adjusters
Capstone was the ideal choice for us as we decided to seek a growth partner for our family business. Their knowledge and proven expertise in the automotive aftermarket are what set this team apart from their competition. From our initial meeting to the close of the transaction, the Capstone team’s attention to detail and ongoing guidance is what allowed us to find the best partner for our company and our family of associates. Their diligent sale process enabled us to realize the full value of our business, honoring our family legacy and generations of hard work.
Dustin Dobbs CEO, Dobbs Tire and Auto Centers
We chose Capstone due to their extensive track record of success and their experience in advising founder-owned businesses through the sales process. They took the time to fully understand our definition of a successful transaction and quickly presented numerous qualified buyers who met our criteria. They consistently acted in HazTek’s best interest, and we are very grateful to the Capstone team for being our advisory partner and helping us achieve the best possible outcome for us and our employees.
Steve Jones Co-Founder and CEO at HazTek
Capstone’s Building Products & Construction Services team was a great steward for us throughout this transaction. Capstone knew and respected our objectives, and the team ran a targeted and professional process that allowed us to select a partner that is culturally aligned and will allow us to grow and continue to offer best-in-class service to our clients. The Capstone team’s support and advice throughout the process was instrumental in helping us find the perfect fit for Poulos & Bennett.
Jaime Poulos & Lance Bennett Partners at Poulos & Bennett
The Capstone team did an outstanding job as our sell-side advisor, from creating the initial marketing materials, to using their industry contacts to identify buyers, to seeing the transaction all the way through to close. The due diligence process was rigorous, and we could not have managed it without Capstone’s counseling and assistance every step along the way. Buyers in the current market deploy deep, talented, aggressive due diligence teams that must be countered with equal depth and talent. The Capstone team brought that talent and more. Thanks to the Capstone team we were able to realize full value for the business we built over generations.
Robert Berkowitz CEO, City Line Distributors
Capstone Partners identified [Renewable Concepts] as a potential acquisition target and was instrumental is convincing RCI to enter into exclusive negotiations with BPI without talking to other potential acquirers. Capstone’s buyside expertise was crucial to BPI as we embark on the next growth phase for the company.
Xavier Dorai EVP and Chief Strategy Officer, BPI
Capstone was very thorough in explaining current market conditions, potential buyer types, and realistic valuation expectations. The team walked us through the entire sales process, helped organize our financials, and optimally positioned the business to achieve the best possible outcome. Capstone negotiated with buyers, worked with legal teams, and efficiently managed the process, so we could continue running the business with minimal interruption.
Allen Mescher CEO, A&M Cold Storage
Capstone was the perfect choice as I pursued the sale of my family business. The team spent significant time upfront to understand my business and transaction objectives. They ran a targeted and highly professional sale process and were committed to achieving the best outcome for my business. The Capstone team provided consistent guidance and were tirelessly focused on driving a successful transaction.
Nick Sardo Owner, Mama Rosie's
The COVID pandemic struck while we were taking LBRI to market and elongated our process substantially. Capstone Partners persevered throughout the transaction process and provided guidance and support throughout. We could not have achieved this favorable outcome for the future of Lovelace without the input we received from the team at Capstone.
Dr. Robert Rubin CEO & President, Lovelace Institute
When evaluating investment bankers for the potential sale of our company, Capstone’s Industrial Technology Group clearly stood apart from other generalist Industrials groups. This team understood our positioning in the marketplace and was able to effectively communicate our story and generate unprecedented interest from prospective acquirors. We selected the right partner to make our transaction happen.
Timothy Detten CEO, Aldinger Company
We have two international subsidiaries and a few other factors that made this more complicated than most SaaS deals. Capstone Partners brought clarity as to what needed to be done and was the partner that is always there for you. We thoroughly enjoyed working with the Capstone team. Choosing Capstone Partners as our investment banker was one of the best decisions we made.
Karl Facredyn Founder and CEO, Orange Logic
Capstone Partners provided invaluable assistance, advice, and experience in structuring the deal, working the deal with the seller, and closing the deal with INSA accounting and legal teams. Without Capstone, the deal might not have even come to fruition and surely would not have closed with the same high level of satisfaction of both the buyer and seller. Capstone was always available, not only providing expertise but also keeping both sides engaged and moving forward.
Mario Bruketa CEO, INSA
Capstone Partners’ process identified hundreds of potential investment partners, methodically categorized, and ultimately found the perfect partner to assist Connors Group in our growth journey. We are forever grateful to the Capstone Partners team for initiating the relationship with RLH Equity Partners.
Patrick O'Leary Vice President, Connors Group
Capstone and its Construction Services-focused team was the right partner to guide me and my company through the hurdles of a transaction process. The deal team worked tirelessly and was available day and night to discuss and address issues as they came up, which led to a successful outcome.
Frank Shadpour Founder and President, SC Engineers
Capstone was a perfect fit as I pursued the sale of Thomas J. Paul Inc. They are particularly well suited to founder-led family-owned companies of our size and provided their guidance and expertise at each step of the journey. The Capstone team members were passionately committed to our unique needs and understood not only the distinctive marketable characteristics of our company, but the emotional aspects of selling a family business founded 50 years ago. They were tirelessly focused throughout an extremely challenging due diligence process and functioned as a seamless extension of our management team. I cannot recommend Capstone Partners more highly, and I am grateful for their professionalism in shepherding us to a very successful closure.
James Paul President, Thomas J. Paul
The Capstone team provided thorough and objective advice all along the way from positioning our company to negotiating terms through our closing process. They were always there when we needed them which allowed us to focus on our business and they provided a path forward when we encountered obstacles.
Chris Smith OnPoint, CEO
Hats off to the Capstone team for creating a highly competitive M&A process and finding a great partner to help further scale our business. Their attention to detail, responsiveness, and sound advice made a complicated process understandable for my partners and myself and resulted in a great outcome for ToxStrategies.
Mark Harris Co-Founder, ToxStrategies
Capstone’s deep industry expertise and skillful process acumen led to an outcome that exceeded our initial expectations. They ran an efficient process, always made themselves available, and were patient with our many questions. Capstone delivered on all their commitments, and we were very pleased with the outcome of our engagement.
Matt McDonald Co-Founder, Five Star Golf Cars
The Capstone team provided unwavering advice every step of the way. They not only gave guidance on when to launch a process but were integral in every step of our preparation process, which resulted in flawless execution and a strong closing. We would highly recommend Capstone’s Fintech team to anyone looking to find the right partner at the right time.
Ken Virgin Co-Founder and CEO of iPayables
The Capstone team delivered on what they promised at the onset of the engagement. Capstone’s deep market knowledge, buyer relationships, and commitment to transaction execution enabled us to achieve an outstanding result. We couldn’t be more pleased.
Romir Bosu Founder and CEO, Nadavon Capital Partners
We had the right firm in Capstone Partners for this sale process. Being in a very unique and nuanced industry, Capstone was able to leverage their expertise in DTC ecommerce and tactical and outdoor coverage, to run a process that navigated us expertly through any and all challenges we faced.
Dan Kash Owner, Kash-LAX
The Capstone team was our ideal partner. They ran a highly professional and customized sale process and were committed to achieving a successful outcome for the owners and our team members. Their consistent guidance, capabilities, and sector expertise significantly contributed to a successful transaction with the perfect partner.
Adam Smith Founder & President, Calculated Risk
Upon reflection of working with Capstone Partners, I can definitively say that they were the perfect advisor for this process and provided the best service experience of my career. The timeliness of their decision-making and correspondence, even in the late of night and weekends, maintained the course to a successful closing.
Greg Ibsen President, Summit Service Group
We are so glad that we chose Capstone as our investment banking partner. Going into this process we felt that the deal team had the relationships and connections to properly represent us in this market and they did not disappoint. The Healthcare team expertly guided us through the process and achieved for us the result that we wanted. We could not imagine going through this with any other partner.
Stewart O'Keefe M.D., RIV
The team at Capstone did a great job drawing in multiple potential buyers and helped us see the value of staying in the NewCo for a second bite of the apple years down the road. Along the way, they were there to offer advice and direction in the process, and it was very comforting to know that we were dealing with a professional M&A firm that had been through this process many times. The bottom line is that we completed our deal at a fair price and with a group that we believe will be good partners for many years to come, and we couldn’t have done it without the professional help of Capstone and their team. Thank you!
Scott McBride Partner, Uncle John's Pride
The Capstone team delivered on what they promised at the onset of the engagement. Capstone’s deep market knowledge, buyer relationships, and commitment to transaction execution enabled us to achieve an outstanding result. We couldn’t be more pleased.
Romir Bosu Founder and CEO, Nadavon Capital Partners
We knew we wanted to work with Capstone from the first day we contemplated selling. The team delivered the level of expertise, support, and buyer connections we needed to successfully find the right partner to acquire MenoLabs and bring that deal across the finish line. As 20-year veteran entrepreneurs, our team moves at a very fast pace. Capstone matched us stride for stride and did not let anything fall through the cracks.
Vanessa Ford Co-Founder, MenoLabs
The Capstone team provided strategic advice through every stage of the marketing process and helped navigate the transaction to the very end. Their financing expertise and deep understanding of our business were vital in reaching a successful closing.
Michael Nyman Chairman & CEO, ACC
Capstone came up to speed quickly, gaining a deep understanding of our business and our goals. They were able to find us a buyer, where the synergy of cultures enabled the transaction to close quickly within the timeline parameters we set, while maximizing value. It took a lot of hard work on both sides, but it was a very gratifying experience!
Christine Raber Managing Director, American Farms
Capstone was the perfect partner. They invested the time upfront to understand our business as well as our goals and objectives. They ran a competitive transaction process and ultimately found us what we believe to be the perfect partner to help accelerate our growth.
Ken Siegel CEO, Siegel Egg
Capstone was insightful in capturing and communicating to potential buyers the key underlying value drivers in the business and technology. The team was diligent and tenacious in running a process to identify the best strategic fits and unlock value for shareholders.
John Trauth CEO, Bricata
I was impressed with Capstone’s attention to detail throughout the transaction process. They clearly knew the industry, sector, and buyer landscapes, and they were fantastic at driving the deal process through closing by remaining hyper-focused until the very end.
Marc Cabrera Founding Board Member, Pinnacle Family Services
I selected Capstone Partners over four other firms based on their presentations to me, which I found to be so much more professional and committed than all the others. From that time on, they proved that I had made the right choice. They were by my side at every step of the process and did more than I ever expected. I cannot recommend them highly enough.
Robert Bolduc Owner, Pride Stores
Capstone’s cybersecurity market knowledge and board-level relationships enabled us to effectively and efficiently find a great fit with SilverSky. We are excited about the synergies between the two companies and look forward to collaboration with the SilverSky team to build a global leader in managed security services.
Rob Scott CEO, Cygilant
We needed an advisor that has deep sector expertise within the automotive aftermarket and also understands the value of an online retailer that serves a highly enthusiast customer set. The team at Capstone Partners fit that bill perfectly. They ran a very customized process that yielded a great result for Morris 4×4.
Drew Sanocki Departing CEO, Morris 4x4
Capstone Partners provided our team with unparalleled Fintech and M&A experience that allowed our management team and shareholders to realize this significant transaction. The Capstone team provided expert advice all along the way, from the preparation work involved ahead of time, combined with being able to address obstacles along the way.
Chris Chestnut Co-Founder & CEO, Payix
Capstone was a persistent partner through the deal process. With the timing of our go to market, many buyers were hesitant given the industry, but Capstone forged forward with tenacity to find the right buyer for us. They brought a balanced insight to us as founders and helped educate us throughout the process, given this was the first transaction of such a size-able amount for us. We are pleased with the selection of Capstone and the outcome of this deal.
Leila Hormozi Co-Founder, Gym Launch & Prestige Labs
The Capstone Aerospace, Defense & Government team has deep military and intelligence space domain expertise which was used to position Cosmic in the market, with deal finesse and commanding sector knowledge. Capstone provided M&A expertise to put us on a par with buyers well versed in the process. The team negotiated a deal that exceeded our expectations and did so with exceptional leadership and technical advice. Our collective thanks and respect for their professionalism.
Carol Zanmiller CEO, Cosmic AES
This was my second deal with Capstone. Noting that they were chosen a second time, after thoroughly interviewing the competition, says it all. The professionalism and knowledge of the process detail were impressive. I felt comfortable and had complete trust in them. They found opportunities for a better outcome of which I was unaware. They certainly have my highest recommendation.
Michael Lorsbach CEO, On Point Technology
Over the past 15+ years, we have enjoyed significant success and are thrilled to now be part of Service Logic. Capstone helped us successfully navigate a very complex undertaking and we are very appreciative of their support. They helped drive a successful outcome for both parties.
James Reynolds Co-Founder, South Coast Facility Services, Inc.
The Capstone team took the time to gain a deep understanding of our value proposition which led to communicating a compelling investment opportunity for the buyer. They far exceeded our expectations on all fronts which resulted in getting the maximum value for our team.
Steve Frank CEO, Pioneer Recycling Services
I appreciate the amazing work the entire Capstone team did. This whole process was very impressive. From the very beginning, their guidance was right on target. Capstone is a great organization working at the top of its field. My heartfelt gratitude goes out to the deal team and the organization as a whole.
Michael Glass Principle, Next-Gen
Acquisitions tend to be highly stressful. In our case, having Capstone by our side made the journey quite enjoyable. There was no stress. Capstone had command. And what made all the difference, was the people on the team. Each individual played a key role and together they exceeded our wildest expectations. I am forever grateful.
Adam Rosh CEO, Rosh Review
We are so glad that we chose Capstone as our partner. Going into this process we felt that Capstone had the relationships and connections to properly represent us in this market and they did not disappoint. They expertly guided us through the process and achieved for us the result that we wanted. We could not imagine going through this with any other partner.
Patrick Nolan Managing Partner, MCRC Group
Capstone proved to be an instrumental advisor to Aquatech as we worked to find the right partner for our outsourced solutions platform. Their focus in the water sector, knowledge of suitable partners globally, and ability to understand and solve commercial aspects of the joint venture was key in getting the transaction across the finish line.
Devesh Sharma Managing Director, Aquatech
The Capstone Partners team invested the time to understand our company, its unique qualities and what we sought in a partner. They didn’t treat it like ‘just another engagement’ and worked to qualify buyers that met our non-quantitative criteria. They were true stewards and champions of the company we built.
Eli Boufis Co-Founder & Executive Principal, Driehaus Private Equity
Capstone’s industry insights, contacts and experience enabled a thorough process including the identification of Evergreen as an ideal strategic partner. The team worked diligently to facilitate all aspects of the transaction including the diligence process and negotiation to achieve an optimal result for our shareholders. This exceptional oversight throughout the entire process allows our vision and culture to remain intact as we go to the next phase of our company’s growth.
Russ Armbrust CEO, VirtualArmour
Both Randy and I very much enjoyed building the business, but we reached a point where we realized it was time to grow the brand to keep up with rapidly changing consumer trends. It was important to us that Capstone would find a new owner that was going to be steadfastly dedicated to maintaining the organic ethos of the Coconut Secret brand. And they did just that!
Leslie Caren Co-Owner, Leslie's Organics
When we began our search for a banking partner, Capstone came highly recommended and did not disappoint. Throughout the process they were there to advise, assist, recommend and strategize. The professionalism, attention to detail, and knowledge was a tremendous help in realizing our goals and we could not be happier with the result.
Leigh Marcus Executive Vice President, PCB
The Capstone team was highly-professional and took a thoughtful approach to both the financing structure and marketing process. They took the time to fully understand our business along with our financing needs, and provided a flexible structure that supports our accelerated, future success. Ultimately, they connected us with Wingspire, who is the right financing partner for Worldwise.
David Blatte Chairman, Worldwise
This was a very complex and multi-faceted financing given the state of certain end-markets; however, the entire Capstone team came through for us and delivered exactly what they promised. We’re incredibly grateful for their counsel and will most certainly leverage it again in the future.
Undisclosed Company Co-President
Capstone successfully managed the balance of identifying the right partner for Sedaru to accelerate our growth, while maximizing shareholder value, consistently taking these equal factors into consideration with every decision. This, augmented by the technical strengths to support our process with the understanding of our utility industry, made Capstone a perfect fit.
Paul Hauffen CEO, Sedaru
I am pleased that I chose Capstone to represent me in the market. The team’s professionalism and dedication were exceptional. Not only did they possess in-depth sector knowledge, they truly understood and prioritized my desire to partner with a like-minded organization.
Mark Stubits Founder and CEO, EBS Healthcare
We are proud to have worked with the parties and the Department of Justice to facilitate these sales. Our investment banking and restructuring teams were tenacious and effective in completing these sales within a compressed timeframe, in a difficult dairy market, and in the middle of a pandemic.
Paul Janson COO, Capstone Partners
The Capstone team did a far better job prepping us for this transaction than we possibly could have done on our own, and their guidance throughout the process allowed us to keep running the company during our busy season. They presented a thorough list of potential acquirers that ranged from private equity firms, to strategic buyers, and family offices. This was a universe we wouldn’t have possibly reached or even known about without Capstone. We ended up meeting with several very qualified partners and within a month of concluding management meetings, we reached agreement on terms of our deal. Throughout all of this, the Capstone team provided great advice and guidance.
Tom Spalding Owner, Spalding
Capstone flawlessly executed the sale process delivering an outcome that exceeded my expectations. In addition, Capstone served as one of my most trusted advisors in planning and preparing for this transaction to help set the stage for buyer discussions. Overall, we benefitted enormously from Capstone’s market knowledge, industry contacts, transaction experience, and client commitment.
Roy Pross President, SAFE
The Capstone team was relentless in pursuit of the most advantageous transaction and provided exceptional leadership, technical advice, and support that enabled us to achieve our objectives...We couldn’t have aligned ourselves with a better investment banking firm... first-class every step of the way.
David Lawrence CEO, Special Applications Group
I am excited to advance our mission of bringing an islet replacement to diabetes patients. Our team will continue to work relentlessly to complete the development of SR-01. With the continued support of our investors, we believe SR-01 has the potential to become the first clinically validated treatment of its kind.
William Rust, PhD Founder & CEO, Seraxis
This transaction enabled us to realize the value in the decades of hard work that have gone into building our business....The team at Capstone helped us anticipate and navigate the many issues that arise during a process like this, and we could not have reached the incredible outcome that we did without their guidance.
Michael Kirkpatrick Founder, Edgewater Technical Associates
Capstone was a trusted advisor throughout the entire process leading us to a successful partnership with Lithko in spite of the many challenges in 2020. Working with their team proved to be invaluable, and we look forward to partnering again on future projects.
Rob Pikus President, Pikus Concrete
Capstone’s insightful industry knowledge coupled with their excellent attention to our needs reassured us they were the right partner. They also proved their expertise by keeping both sides on track when it was the toughest job in town.
Rick Oliver CEO, American Sentinel University
The Capstone team did a fantastic job finding a great fit for Avenger even with all the Covid challenges in 2020...Without Capstone's expert guidance I would have been bogged down with all the things involved to sell a complex company. From start to finish a closing of 60 days is hats off to Capstone's participation.
Don Godsey Founder, Avenger Logistics
It is with great pride and enthusiasm that the people at Powrmatic are joining the DGI family, a leader in our industry. A page of history is turning after 75 years with the Stamm family. We believe that DGI, with all of its resources and expertise, will help us continue to grow and reach new heights.
Claude Lapierre President, Powrmatic
Capstone was an excellent partner in helping Ei complete this strategic combination. They became an extension of the Ei team, providing critical analysis and advice along the way. Capstone’s support remained steadfast during the COVID-19 crisis, which paused, but did not disrupt, our transaction process.
Greg Cobb President, Ei Companies
Working with the Capstone team to sell INSZoom was the best decision we made. The Capstone team was knowledgeable and guided me through education and process of preparing the corporate deck, documentation and all the KPIs. The team was available almost 24×7 as needed to make the deal happen. They brought several partners to the table and ensuring we got a great valuation for the Company.
Umesh Vaidyamath Founder & CEO, INSZoom
What a great outcome, both for my family and for the company. Every deal like this is a journey. Our journey was made longer and more difficult by Covid, but the Capstone team was unwavering throughout. We very much appreciated their professional approach and personal commitment to getting a great result for our family.
Jim Mohead Founder, Inland Dredging
We chose Capstone originally because of their connections to the existing buyer pool. The team provided quality support.
Richard Burlingame Director of U.S. M&A, National Grid
With this deal, TE strengthens its presence in the midrange power segment with an expanded product offering that will further enhance our ability to provide industry leading engineering and product solutions to address the needs of our customers.
Peter Lieffrig Vice President, TE Connectivity’s
Capstone was an excellent partner to work with. Diligent, patient, focused, and determined are but a few attributes that highlight our experience with the team .... navigating the process through a very difficult year is a testimony to their capabilities and to the strength of their team.
Tom Vossman President & CEO, Newterra
Working with Capstone enabled us to achieve an optimal result in all facets of the transaction. In-depth industry knowledge, outstanding process execution, and skilled negotiating enabled us to complete a fantastic transaction with a highly strategic buyer. We are very excited about the potential for accelerated growth and success as part of ConnectWise.
Kevin Prince CEO, StratoZen
Capstone provided Eden the support needed to navigate the capital formation process during a global pandemic. The new capital enabled the immediate completion of the Terpene Belt Processing plant where we have scaled our Fresh Never Frozen cannabis derived terpene business line. We will continue growth in 2021 by expanding our cannabis retail footprint into the untapped territories of Southern Alameda County. We are fortunate to have tapped into non-dilutive capital pools and ended a challenging year with a bright outlook on the future.
Shareef El-Sissi CEO of Eden
Capstone combined passion, expertise and a genuine concern for me throughout the entire process. The team communicated proactively and consistently. They listened incredibly well and made sure that my needs were met at every stage. I can’t imagine going through this process without them.
Clifford B. Allen CEO, CAA
We are excited about joining forces with Housatonic Partners, Gabe Manjarrez and the continuing management team in driving Maxitransfers’ next phase of growth. The dedication and joint efforts of Capstone and Serficor were key to achieving the shareholders’ goals in arranging this successful partnership.
Javier Larraza Managing Director, Investar Financial
Capstone’s pedigree and thorough knowledge of the M&A landscape was present. The entire Capstone team made a tremendous effort to understand the uniqueness of SCI and provide the appropriate guidance and advice that directly attributed to maximizing the value of the acquisition...We definitely had the Capstone heavyweights going to battle for us.
John Ashton General Manager/Executive VP, SCI
Capstone was diligent and unmatched every step of the way. As a third-generation family business, certain things were not negotiable in bringing on an investor...Through Capstone’s hard work and diligent leadership, they were able to find the perfect fit for us and help us consummate a deal during trying Covid-19 times.
Dustin Rogers CEO, Rogers Mechanical Contractors
This was the first time we’ve hired an advisor to arrange financing on our behalf, but felt it was necessary given the unique market environment and ACP’s need to move quickly. Capstone ran a comprehensive offering process, did exactly what was promised, and played an instrumental role in getting this transaction over the finish line.
Matt Iodice Vice President, Align
We are excited to have closed upon such a favorable credit facility with Wingspire Capital and look forward to working with our new lender. This credit facility will allow us to pursue new strategic growth opportunities in addition to continuing our strong growth with our sister auctions as part of the XLerate Group. We are also very pleased with Capstone’s execution and the favorable outcome of the debt financing process as they introduced us to a number of strong institutional lenders and provided us with strategic advice throughout the entire transaction process.
Joel Garcia President, XL Funding
The Capstone team leveraged their sector expertise and deep industry relationships to achieve a tremendous outcome for Sun Devil Auto, despite unprecedented market uncertainty during the COVID pandemic. Through a very customized process, Capstone Headwaters did a terrific job in driving value and striving for an optimal outcome for shareholders as well as our employees.
Tom Higginbotham CEO, Sun Devil Auto
We were impressed with Capstone’s team from the very beginning. They took the time to understand the company, understood the real value, and then they truly delivered. With their guidance, we prepared a package that made us ready to enter the market at auction, and ultimately, we found the perfect strategic buyer...Capstone made the process virtually seamless and I could not be happier with the results.
Richard Shor CEO and Founder, Sani-Tech West
I have nothing but good things to say about Capstone. If you are looking for a value-added banker to help you with your transition, I recommend Capstone. Their entire team worked tirelessly to help me achieve our goals. You will be well served to hire Capstone.
John Fallin CEO, O2D
Capstone provided unwavering support throughout the entire process to help us navigate the complexities of our deal structure and to find the appropriate partner that shared our vision.
David Kelley CFO, SIB Fixed Cost Reduction
Thank you to the Capstone team for believing in our company and representing us so well. The team did a fantastic job of revealing the value of our family company and matching us with a suitor who appreciated us. Their belief got us to the Dance, and we left with the best possible suitor. Capstone delivered! I highly recommend Capstone.
Dan Cooley Chairman of the Board, Western Forge
Capstone’s industry experience, technical expertise, and unwavering commitment to exceeding expectations were key to our success. The team’s attention to detail and problem solving allowed us to manage considerable deal complexities amidst an extraordinarily challenging market environment to deliver an outstanding result for both our equity holders and our employees.
Richard Mahler CEO, Revolution Security
Time and time again, we both were just amazed at the level of professionalism, levelheadedness, and knowledge Capstone Headwaters brought to every situation. For us, Capstone was the tide that came in and caused all the boats to rise. We could not have done it ourselves.
William McDonald Co-Owner, MMi Sonora
The Capstone team worked closely with us through each step of the transaction process to identify and position with the strongest strategic partners and to ultimately achieve an optimal transaction. We benefitted greatly from the team’s industry expertise and transactional experience.
Walter Zuniga Managing Director, Backbone Consultants
We are proud to be working with this team. Their confidence in our company and their ability to understand our business is greatly appreciated. This financing will allow us to further grow our company. This is the second time we have used the team at Capstone. They are true advocates and really understand our business.
Todd Seufer President & Founder, Harmony Gardens
The Capstone team was great to work with; responsive, communicated well and delivered excellent results. I always felt I was getting the straight story which enhanced the trust factor between us. We were pushed to project a stretch budget early in the process which was great advice as we achieved it and got a higher valuation.
Chuck Dorsey CEO, Halo Innovations, Inc.
The Capstone team did an outstanding job handling our transaction; I am very thankful for their hard work...Their ability to analyze the deal and negotiate with the buyer was a huge benefit to us financially while allowing us to remain focused on running our business. We would not have made it through this process without them; I am forever grateful.
Frank Gazzillo Owner, Accurate Neuromonitoring
We were impressed with the Capstone team at the first introductory meeting. From that point forward, they continued to exceed our expectations. They lead us down a very successful path. I would highly recommend them; you could tell it was not their first rodeo.
Alan Weiss Managing Partner, Whitehouse Laboratories, LLC
They impressed us with their ability to understand, absorb and present a very complex company to prospective partners throughout the world. We thoroughly enjoyed working with their team through this process and could not have been more pleased with our selection of them as our advisors.
Gary Sable Former Managing Director and Shareholder, The Phillips Screw Company
The transaction realized through Capstone’s efforts resulted in a sale price at the upper end of Capstone’s initial estimate. I am thrilled to have had such a successful sale of my business and for the choice I made in hiring Capstone Partners.
Don Forrest President and Owner, FlexXray LLC
Capstone was an invaluable partner in the sale of Penn Foster. They were unrelenting in their commitment to securing a deal and remained balanced despite dissenting shareholder goals. They...became psychologists, mediators, and voices of reason all in one. Their temperament and expertise was a very rare combination. We look forward to a long-term relationship.
Frank Britt CEO, Penn Foster
I do deals all the time in this part of the market and it’s rare that I get to work with investment bankers like Capstone that both diligently respond to information requests and keep the deal on track in a constructive and helpful manner.
Brad Whitman Co-Founder, Renovus Capital Partners
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 Managament
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
Capstone provided hands-on guidance throughout the transaction process and made a concerted effort to build a customized process designed to help us achieve an outcome above our expectations with two best-in-class partners. Capstone’s history as an entrepreneurial firm was extremely relevant as we navigated our own process.
Kevin Keane Executive Chairman, PKF O'Connor Davies
Through Capstone we found an acquisition partner in Madison who aligns with SimX’s mission to save lives by making healthcare simulation training cheaper, easier, and more realistic. We’re excited about the future we’re building together with our new partner.
Dr. Ryan Ribeira Founder & CEO, SimX
It was a pleasure working with the team at Capstone. Their strategic advice, support, and understanding of our company and the market were invaluable to us as we navigated this complex process. Looking forward, we are excited about our partnership with Vance Street Capital. The team at Vance Street has a proven track record of successfully investing in and growing businesses within the medical device sector. We remain committed to providing the highest quality services, products, and customer service to all our customers.
Daniel Prince Founder & CEO, Prince Sterilization
The Ravago family of companies was exactly the right partner for Mays Chemical Company. We were represented by Capstone Partners, who provided invaluable guidance and strategic knowledge of the possible transaction partners across both the private equity and Specialty Chemical Distribution landscapes. Capstone helped us navigate this unfamiliar terrain and maximized our time and value for our shareholders. They were truly our partners in this process, and we were grateful to have them on our team.
Kristin Mays-Corbitt President & CEO, Mays Chemicals
Thanks to Capstone Partners we have successfully found a partner in Gallagher Bassett to help us achieve our goal of growing and expanding our services in the construction industry. It was critical that we partner with a company that aligns with our values and vision. Josh and I feel optimistic about the success of this partnership. It’s a blessing to feel at ease with our collaboration with Gallagher Basset and we are looking forward to our journey in succeeding and achieving our business objectives.
Anna Martinez CEO, Safe T Professionals
When it came time to select an investment bank to help us navigate the uncharted (to us) waters of M&A, the Capstone team was a definitive choice due to their deep understanding of our specific space and experience helping many similar businesses find the right partner. The convenience of having a wide variety of experts and resources made available to us and managed via a single point of contact can’t be overstated. In the world of Speech-Language Pathology, the CCC acronym stands for Certificate of Clinical Competency. Capstones’ Cs are Competence, Calm, and Confidence.
Gary Weber CEO, Nyman Associates
Doug, Mike and I couldn’t be happier to have engaged Capstone Partners to assist us with our search. They understood our company and our objectives from Day 1 and worked tirelessly to find us the very best possible partner for Supreme Auto Transport’s future development.
Jack Nugent President & CEO, Supreme Auto Transport
Our management team and principal shareholders knew from the very first meeting we wanted to work with Capstone. The Capstone team brought a high level of expertise and the support we needed to successfully find the right company to acquire Ultra Pet. Capstone came up to speed quickly, gaining a deep understanding of our business and goals, and doing a great job throughout the entire process. Capstone was instrumental in our successfully closing the transaction within the timeline we set while maximizing the value of our business.
Richard Murbach CEO, Ultra Pet
As a repeat customer of Capstone, we continue to be impressed with their ability to provide comprehensive support and expertise throughout a complex process that is always challenging. Capstone’s ability to understand a business in detail and position the organization in a manner that identifies outstanding potential parties and optimizes their clients value is greatly appreciated. We saw Capstone as more than a business partner and the Capstone team was a pleasure to work with. Without question we continue to recommend Capstone to other peer business owners.
David Knigge CEO, AstreaX
We extend our appreciation to Capstone Partners for their exceptional expertise and dedication in orchestrating a successful transaction. Their commitment to excellence and thoughtful guidance played a pivotal role in achieving a prosperous outcome. On behalf of Continental Adjusters Team, thank you!
Grant Wynn President, Continental Adjusters
Capstone was the ideal choice for us as we decided to seek a growth partner for our family business. Their knowledge and proven expertise in the automotive aftermarket are what set this team apart from their competition. From our initial meeting to the close of the transaction, the Capstone team’s attention to detail and ongoing guidance is what allowed us to find the best partner for our company and our family of associates. Their diligent sale process enabled us to realize the full value of our business, honoring our family legacy and generations of hard work.
Dustin Dobbs CEO, Dobbs Tire and Auto Centers
We chose Capstone due to their extensive track record of success and their experience in advising founder-owned businesses through the sales process. They took the time to fully understand our definition of a successful transaction and quickly presented numerous qualified buyers who met our criteria. They consistently acted in HazTek’s best interest, and we are very grateful to the Capstone team for being our advisory partner and helping us achieve the best possible outcome for us and our employees.
Steve Jones Co-Founder and CEO at HazTek
Capstone’s Building Products & Construction Services team was a great steward for us throughout this transaction. Capstone knew and respected our objectives, and the team ran a targeted and professional process that allowed us to select a partner that is culturally aligned and will allow us to grow and continue to offer best-in-class service to our clients. The Capstone team’s support and advice throughout the process was instrumental in helping us find the perfect fit for Poulos & Bennett.
Jaime Poulos & Lance Bennett Partners at Poulos & Bennett
The Capstone team did an outstanding job as our sell-side advisor, from creating the initial marketing materials, to using their industry contacts to identify buyers, to seeing the transaction all the way through to close. The due diligence process was rigorous, and we could not have managed it without Capstone’s counseling and assistance every step along the way. Buyers in the current market deploy deep, talented, aggressive due diligence teams that must be countered with equal depth and talent. The Capstone team brought that talent and more. Thanks to the Capstone team we were able to realize full value for the business we built over generations.
Robert Berkowitz CEO, City Line Distributors
Capstone Partners identified [Renewable Concepts] as a potential acquisition target and was instrumental is convincing RCI to enter into exclusive negotiations with BPI without talking to other potential acquirers. Capstone’s buyside expertise was crucial to BPI as we embark on the next growth phase for the company.
Xavier Dorai EVP and Chief Strategy Officer, BPI
Capstone was very thorough in explaining current market conditions, potential buyer types, and realistic valuation expectations. The team walked us through the entire sales process, helped organize our financials, and optimally positioned the business to achieve the best possible outcome. Capstone negotiated with buyers, worked with legal teams, and efficiently managed the process, so we could continue running the business with minimal interruption.
Allen Mescher CEO, A&M Cold Storage
Capstone was the perfect choice as I pursued the sale of my family business. The team spent significant time upfront to understand my business and transaction objectives. They ran a targeted and highly professional sale process and were committed to achieving the best outcome for my business. The Capstone team provided consistent guidance and were tirelessly focused on driving a successful transaction.
Nick Sardo Owner, Mama Rosie's
The COVID pandemic struck while we were taking LBRI to market and elongated our process substantially. Capstone Partners persevered throughout the transaction process and provided guidance and support throughout. We could not have achieved this favorable outcome for the future of Lovelace without the input we received from the team at Capstone.
Dr. Robert Rubin CEO & President, Lovelace Institute
When evaluating investment bankers for the potential sale of our company, Capstone’s Industrial Technology Group clearly stood apart from other generalist Industrials groups. This team understood our positioning in the marketplace and was able to effectively communicate our story and generate unprecedented interest from prospective acquirors. We selected the right partner to make our transaction happen.
Timothy Detten CEO, Aldinger Company
We have two international subsidiaries and a few other factors that made this more complicated than most SaaS deals. Capstone Partners brought clarity as to what needed to be done and was the partner that is always there for you. We thoroughly enjoyed working with the Capstone team. Choosing Capstone Partners as our investment banker was one of the best decisions we made.
Karl Facredyn Founder and CEO, Orange Logic
Capstone Partners provided invaluable assistance, advice, and experience in structuring the deal, working the deal with the seller, and closing the deal with INSA accounting and legal teams. Without Capstone, the deal might not have even come to fruition and surely would not have closed with the same high level of satisfaction of both the buyer and seller. Capstone was always available, not only providing expertise but also keeping both sides engaged and moving forward.
Mario Bruketa CEO, INSA
Capstone Partners’ process identified hundreds of potential investment partners, methodically categorized, and ultimately found the perfect partner to assist Connors Group in our growth journey. We are forever grateful to the Capstone Partners team for initiating the relationship with RLH Equity Partners.
Patrick O'Leary Vice President, Connors Group
Capstone and its Construction Services-focused team was the right partner to guide me and my company through the hurdles of a transaction process. The deal team worked tirelessly and was available day and night to discuss and address issues as they came up, which led to a successful outcome.
Frank Shadpour Founder and President, SC Engineers
Capstone was a perfect fit as I pursued the sale of Thomas J. Paul Inc. They are particularly well suited to founder-led family-owned companies of our size and provided their guidance and expertise at each step of the journey. The Capstone team members were passionately committed to our unique needs and understood not only the distinctive marketable characteristics of our company, but the emotional aspects of selling a family business founded 50 years ago. They were tirelessly focused throughout an extremely challenging due diligence process and functioned as a seamless extension of our management team. I cannot recommend Capstone Partners more highly, and I am grateful for their professionalism in shepherding us to a very successful closure.
James Paul President, Thomas J. Paul
The Capstone team provided thorough and objective advice all along the way from positioning our company to negotiating terms through our closing process. They were always there when we needed them which allowed us to focus on our business and they provided a path forward when we encountered obstacles.
Chris Smith OnPoint, CEO
Hats off to the Capstone team for creating a highly competitive M&A process and finding a great partner to help further scale our business. Their attention to detail, responsiveness, and sound advice made a complicated process understandable for my partners and myself and resulted in a great outcome for ToxStrategies.
Mark Harris Co-Founder, ToxStrategies
Capstone’s deep industry expertise and skillful process acumen led to an outcome that exceeded our initial expectations. They ran an efficient process, always made themselves available, and were patient with our many questions. Capstone delivered on all their commitments, and we were very pleased with the outcome of our engagement.
Matt McDonald Co-Founder, Five Star Golf Cars
The Capstone team provided unwavering advice every step of the way. They not only gave guidance on when to launch a process but were integral in every step of our preparation process, which resulted in flawless execution and a strong closing. We would highly recommend Capstone’s Fintech team to anyone looking to find the right partner at the right time.
Ken Virgin Co-Founder and CEO of iPayables
The Capstone team delivered on what they promised at the onset of the engagement. Capstone’s deep market knowledge, buyer relationships, and commitment to transaction execution enabled us to achieve an outstanding result. We couldn’t be more pleased.
Romir Bosu Founder and CEO, Nadavon Capital Partners
We had the right firm in Capstone Partners for this sale process. Being in a very unique and nuanced industry, Capstone was able to leverage their expertise in DTC ecommerce and tactical and outdoor coverage, to run a process that navigated us expertly through any and all challenges we faced.
Dan Kash Owner, Kash-LAX
The Capstone team was our ideal partner. They ran a highly professional and customized sale process and were committed to achieving a successful outcome for the owners and our team members. Their consistent guidance, capabilities, and sector expertise significantly contributed to a successful transaction with the perfect partner.
Adam Smith Founder & President, Calculated Risk
Upon reflection of working with Capstone Partners, I can definitively say that they were the perfect advisor for this process and provided the best service experience of my career. The timeliness of their decision-making and correspondence, even in the late of night and weekends, maintained the course to a successful closing.
Greg Ibsen President, Summit Service Group
We are so glad that we chose Capstone as our investment banking partner. Going into this process we felt that the deal team had the relationships and connections to properly represent us in this market and they did not disappoint. The Healthcare team expertly guided us through the process and achieved for us the result that we wanted. We could not imagine going through this with any other partner.
Stewart O'Keefe M.D., RIV
The team at Capstone did a great job drawing in multiple potential buyers and helped us see the value of staying in the NewCo for a second bite of the apple years down the road. Along the way, they were there to offer advice and direction in the process, and it was very comforting to know that we were dealing with a professional M&A firm that had been through this process many times. The bottom line is that we completed our deal at a fair price and with a group that we believe will be good partners for many years to come, and we couldn’t have done it without the professional help of Capstone and their team. Thank you!
Scott McBride Partner, Uncle John's Pride
The Capstone team delivered on what they promised at the onset of the engagement. Capstone’s deep market knowledge, buyer relationships, and commitment to transaction execution enabled us to achieve an outstanding result. We couldn’t be more pleased.
Romir Bosu Founder and CEO, Nadavon Capital Partners
We knew we wanted to work with Capstone from the first day we contemplated selling. The team delivered the level of expertise, support, and buyer connections we needed to successfully find the right partner to acquire MenoLabs and bring that deal across the finish line. As 20-year veteran entrepreneurs, our team moves at a very fast pace. Capstone matched us stride for stride and did not let anything fall through the cracks.
Vanessa Ford Co-Founder, MenoLabs
The Capstone team provided strategic advice through every stage of the marketing process and helped navigate the transaction to the very end. Their financing expertise and deep understanding of our business were vital in reaching a successful closing.
Michael Nyman Chairman & CEO, ACC
Capstone came up to speed quickly, gaining a deep understanding of our business and our goals. They were able to find us a buyer, where the synergy of cultures enabled the transaction to close quickly within the timeline parameters we set, while maximizing value. It took a lot of hard work on both sides, but it was a very gratifying experience!
Christine Raber Managing Director, American Farms
Capstone was the perfect partner. They invested the time upfront to understand our business as well as our goals and objectives. They ran a competitive transaction process and ultimately found us what we believe to be the perfect partner to help accelerate our growth.
Ken Siegel CEO, Siegel Egg
Capstone was insightful in capturing and communicating to potential buyers the key underlying value drivers in the business and technology. The team was diligent and tenacious in running a process to identify the best strategic fits and unlock value for shareholders.
John Trauth CEO, Bricata
I was impressed with Capstone’s attention to detail throughout the transaction process. They clearly knew the industry, sector, and buyer landscapes, and they were fantastic at driving the deal process through closing by remaining hyper-focused until the very end.
Marc Cabrera Founding Board Member, Pinnacle Family Services
I selected Capstone Partners over four other firms based on their presentations to me, which I found to be so much more professional and committed than all the others. From that time on, they proved that I had made the right choice. They were by my side at every step of the process and did more than I ever expected. I cannot recommend them highly enough.
Robert Bolduc Owner, Pride Stores
Capstone’s cybersecurity market knowledge and board-level relationships enabled us to effectively and efficiently find a great fit with SilverSky. We are excited about the synergies between the two companies and look forward to collaboration with the SilverSky team to build a global leader in managed security services.
Rob Scott CEO, Cygilant
We needed an advisor that has deep sector expertise within the automotive aftermarket and also understands the value of an online retailer that serves a highly enthusiast customer set. The team at Capstone Partners fit that bill perfectly. They ran a very customized process that yielded a great result for Morris 4×4.
Drew Sanocki Departing CEO, Morris 4x4
Capstone Partners provided our team with unparalleled Fintech and M&A experience that allowed our management team and shareholders to realize this significant transaction. The Capstone team provided expert advice all along the way, from the preparation work involved ahead of time, combined with being able to address obstacles along the way.
Chris Chestnut Co-Founder & CEO, Payix
Capstone was a persistent partner through the deal process. With the timing of our go to market, many buyers were hesitant given the industry, but Capstone forged forward with tenacity to find the right buyer for us. They brought a balanced insight to us as founders and helped educate us throughout the process, given this was the first transaction of such a size-able amount for us. We are pleased with the selection of Capstone and the outcome of this deal.
Leila Hormozi Co-Founder, Gym Launch & Prestige Labs
The Capstone Aerospace, Defense & Government team has deep military and intelligence space domain expertise which was used to position Cosmic in the market, with deal finesse and commanding sector knowledge. Capstone provided M&A expertise to put us on a par with buyers well versed in the process. The team negotiated a deal that exceeded our expectations and did so with exceptional leadership and technical advice. Our collective thanks and respect for their professionalism.
Carol Zanmiller CEO, Cosmic AES
This was my second deal with Capstone. Noting that they were chosen a second time, after thoroughly interviewing the competition, says it all. The professionalism and knowledge of the process detail were impressive. I felt comfortable and had complete trust in them. They found opportunities for a better outcome of which I was unaware. They certainly have my highest recommendation.
Michael Lorsbach CEO, On Point Technology
Over the past 15+ years, we have enjoyed significant success and are thrilled to now be part of Service Logic. Capstone helped us successfully navigate a very complex undertaking and we are very appreciative of their support. They helped drive a successful outcome for both parties.
James Reynolds Co-Founder, South Coast Facility Services, Inc.
The Capstone team took the time to gain a deep understanding of our value proposition which led to communicating a compelling investment opportunity for the buyer. They far exceeded our expectations on all fronts which resulted in getting the maximum value for our team.
Steve Frank CEO, Pioneer Recycling Services
I appreciate the amazing work the entire Capstone team did. This whole process was very impressive. From the very beginning, their guidance was right on target. Capstone is a great organization working at the top of its field. My heartfelt gratitude goes out to the deal team and the organization as a whole.
Michael Glass Principle, Next-Gen
Acquisitions tend to be highly stressful. In our case, having Capstone by our side made the journey quite enjoyable. There was no stress. Capstone had command. And what made all the difference, was the people on the team. Each individual played a key role and together they exceeded our wildest expectations. I am forever grateful.
Adam Rosh CEO, Rosh Review
We are so glad that we chose Capstone as our partner. Going into this process we felt that Capstone had the relationships and connections to properly represent us in this market and they did not disappoint. They expertly guided us through the process and achieved for us the result that we wanted. We could not imagine going through this with any other partner.
Patrick Nolan Managing Partner, MCRC Group
Capstone proved to be an instrumental advisor to Aquatech as we worked to find the right partner for our outsourced solutions platform. Their focus in the water sector, knowledge of suitable partners globally, and ability to understand and solve commercial aspects of the joint venture was key in getting the transaction across the finish line.
Devesh Sharma Managing Director, Aquatech
The Capstone Partners team invested the time to understand our company, its unique qualities and what we sought in a partner. They didn’t treat it like ‘just another engagement’ and worked to qualify buyers that met our non-quantitative criteria. They were true stewards and champions of the company we built.
Eli Boufis Co-Founder & Executive Principal, Driehaus Private Equity
Capstone’s industry insights, contacts and experience enabled a thorough process including the identification of Evergreen as an ideal strategic partner. The team worked diligently to facilitate all aspects of the transaction including the diligence process and negotiation to achieve an optimal result for our shareholders. This exceptional oversight throughout the entire process allows our vision and culture to remain intact as we go to the next phase of our company’s growth.
Russ Armbrust CEO, VirtualArmour
Both Randy and I very much enjoyed building the business, but we reached a point where we realized it was time to grow the brand to keep up with rapidly changing consumer trends. It was important to us that Capstone would find a new owner that was going to be steadfastly dedicated to maintaining the organic ethos of the Coconut Secret brand. And they did just that!
Leslie Caren Co-Owner, Leslie's Organics
When we began our search for a banking partner, Capstone came highly recommended and did not disappoint. Throughout the process they were there to advise, assist, recommend and strategize. The professionalism, attention to detail, and knowledge was a tremendous help in realizing our goals and we could not be happier with the result.
Leigh Marcus Executive Vice President, PCB
The Capstone team was highly-professional and took a thoughtful approach to both the financing structure and marketing process. They took the time to fully understand our business along with our financing needs, and provided a flexible structure that supports our accelerated, future success. Ultimately, they connected us with Wingspire, who is the right financing partner for Worldwise.
David Blatte Chairman, Worldwise
This was a very complex and multi-faceted financing given the state of certain end-markets; however, the entire Capstone team came through for us and delivered exactly what they promised. We’re incredibly grateful for their counsel and will most certainly leverage it again in the future.
Undisclosed Company Co-President
Capstone successfully managed the balance of identifying the right partner for Sedaru to accelerate our growth, while maximizing shareholder value, consistently taking these equal factors into consideration with every decision. This, augmented by the technical strengths to support our process with the understanding of our utility industry, made Capstone a perfect fit.
Paul Hauffen CEO, Sedaru
I am pleased that I chose Capstone to represent me in the market. The team’s professionalism and dedication were exceptional. Not only did they possess in-depth sector knowledge, they truly understood and prioritized my desire to partner with a like-minded organization.
Mark Stubits Founder and CEO, EBS Healthcare
We are proud to have worked with the parties and the Department of Justice to facilitate these sales. Our investment banking and restructuring teams were tenacious and effective in completing these sales within a compressed timeframe, in a difficult dairy market, and in the middle of a pandemic.
Paul Janson COO, Capstone Partners
The Capstone team did a far better job prepping us for this transaction than we possibly could have done on our own, and their guidance throughout the process allowed us to keep running the company during our busy season. They presented a thorough list of potential acquirers that ranged from private equity firms, to strategic buyers, and family offices. This was a universe we wouldn’t have possibly reached or even known about without Capstone. We ended up meeting with several very qualified partners and within a month of concluding management meetings, we reached agreement on terms of our deal. Throughout all of this, the Capstone team provided great advice and guidance.
Tom Spalding Owner, Spalding
Capstone flawlessly executed the sale process delivering an outcome that exceeded my expectations. In addition, Capstone served as one of my most trusted advisors in planning and preparing for this transaction to help set the stage for buyer discussions. Overall, we benefitted enormously from Capstone’s market knowledge, industry contacts, transaction experience, and client commitment.
Roy Pross President, SAFE
The Capstone team was relentless in pursuit of the most advantageous transaction and provided exceptional leadership, technical advice, and support that enabled us to achieve our objectives...We couldn’t have aligned ourselves with a better investment banking firm... first-class every step of the way.
David Lawrence CEO, Special Applications Group
I am excited to advance our mission of bringing an islet replacement to diabetes patients. Our team will continue to work relentlessly to complete the development of SR-01. With the continued support of our investors, we believe SR-01 has the potential to become the first clinically validated treatment of its kind.
William Rust, PhD Founder & CEO, Seraxis
This transaction enabled us to realize the value in the decades of hard work that have gone into building our business....The team at Capstone helped us anticipate and navigate the many issues that arise during a process like this, and we could not have reached the incredible outcome that we did without their guidance.
Michael Kirkpatrick Founder, Edgewater Technical Associates
Capstone was a trusted advisor throughout the entire process leading us to a successful partnership with Lithko in spite of the many challenges in 2020. Working with their team proved to be invaluable, and we look forward to partnering again on future projects.
Rob Pikus President, Pikus Concrete
Capstone’s insightful industry knowledge coupled with their excellent attention to our needs reassured us they were the right partner. They also proved their expertise by keeping both sides on track when it was the toughest job in town.
Rick Oliver CEO, American Sentinel University
The Capstone team did a fantastic job finding a great fit for Avenger even with all the Covid challenges in 2020...Without Capstone's expert guidance I would have been bogged down with all the things involved to sell a complex company. From start to finish a closing of 60 days is hats off to Capstone's participation.
Don Godsey Founder, Avenger Logistics
It is with great pride and enthusiasm that the people at Powrmatic are joining the DGI family, a leader in our industry. A page of history is turning after 75 years with the Stamm family. We believe that DGI, with all of its resources and expertise, will help us continue to grow and reach new heights.
Claude Lapierre President, Powrmatic
Capstone was an excellent partner in helping Ei complete this strategic combination. They became an extension of the Ei team, providing critical analysis and advice along the way. Capstone’s support remained steadfast during the COVID-19 crisis, which paused, but did not disrupt, our transaction process.
Greg Cobb President, Ei Companies
Working with the Capstone team to sell INSZoom was the best decision we made. The Capstone team was knowledgeable and guided me through education and process of preparing the corporate deck, documentation and all the KPIs. The team was available almost 24×7 as needed to make the deal happen. They brought several partners to the table and ensuring we got a great valuation for the Company.
Umesh Vaidyamath Founder & CEO, INSZoom
What a great outcome, both for my family and for the company. Every deal like this is a journey. Our journey was made longer and more difficult by Covid, but the Capstone team was unwavering throughout. We very much appreciated their professional approach and personal commitment to getting a great result for our family.
Jim Mohead Founder, Inland Dredging
We chose Capstone originally because of their connections to the existing buyer pool. The team provided quality support.
Richard Burlingame Director of U.S. M&A, National Grid
With this deal, TE strengthens its presence in the midrange power segment with an expanded product offering that will further enhance our ability to provide industry leading engineering and product solutions to address the needs of our customers.
Peter Lieffrig Vice President, TE Connectivity’s
Capstone was an excellent partner to work with. Diligent, patient, focused, and determined are but a few attributes that highlight our experience with the team .... navigating the process through a very difficult year is a testimony to their capabilities and to the strength of their team.
Tom Vossman President & CEO, Newterra
Working with Capstone enabled us to achieve an optimal result in all facets of the transaction. In-depth industry knowledge, outstanding process execution, and skilled negotiating enabled us to complete a fantastic transaction with a highly strategic buyer. We are very excited about the potential for accelerated growth and success as part of ConnectWise.
Kevin Prince CEO, StratoZen
Capstone provided Eden the support needed to navigate the capital formation process during a global pandemic. The new capital enabled the immediate completion of the Terpene Belt Processing plant where we have scaled our Fresh Never Frozen cannabis derived terpene business line. We will continue growth in 2021 by expanding our cannabis retail footprint into the untapped territories of Southern Alameda County. We are fortunate to have tapped into non-dilutive capital pools and ended a challenging year with a bright outlook on the future.
Shareef El-Sissi CEO of Eden
Capstone combined passion, expertise and a genuine concern for me throughout the entire process. The team communicated proactively and consistently. They listened incredibly well and made sure that my needs were met at every stage. I can’t imagine going through this process without them.
Clifford B. Allen CEO, CAA
We are excited about joining forces with Housatonic Partners, Gabe Manjarrez and the continuing management team in driving Maxitransfers’ next phase of growth. The dedication and joint efforts of Capstone and Serficor were key to achieving the shareholders’ goals in arranging this successful partnership.
Javier Larraza Managing Director, Investar Financial
Capstone’s pedigree and thorough knowledge of the M&A landscape was present. The entire Capstone team made a tremendous effort to understand the uniqueness of SCI and provide the appropriate guidance and advice that directly attributed to maximizing the value of the acquisition...We definitely had the Capstone heavyweights going to battle for us.
John Ashton General Manager/Executive VP, SCI
Capstone was diligent and unmatched every step of the way. As a third-generation family business, certain things were not negotiable in bringing on an investor...Through Capstone’s hard work and diligent leadership, they were able to find the perfect fit for us and help us consummate a deal during trying Covid-19 times.
Dustin Rogers CEO, Rogers Mechanical Contractors
This was the first time we’ve hired an advisor to arrange financing on our behalf, but felt it was necessary given the unique market environment and ACP’s need to move quickly. Capstone ran a comprehensive offering process, did exactly what was promised, and played an instrumental role in getting this transaction over the finish line.
Matt Iodice Vice President, Align
We are excited to have closed upon such a favorable credit facility with Wingspire Capital and look forward to working with our new lender. This credit facility will allow us to pursue new strategic growth opportunities in addition to continuing our strong growth with our sister auctions as part of the XLerate Group. We are also very pleased with Capstone’s execution and the favorable outcome of the debt financing process as they introduced us to a number of strong institutional lenders and provided us with strategic advice throughout the entire transaction process.
Joel Garcia President, XL Funding
The Capstone team leveraged their sector expertise and deep industry relationships to achieve a tremendous outcome for Sun Devil Auto, despite unprecedented market uncertainty during the COVID pandemic. Through a very customized process, Capstone Headwaters did a terrific job in driving value and striving for an optimal outcome for shareholders as well as our employees.
Tom Higginbotham CEO, Sun Devil Auto
We were impressed with Capstone’s team from the very beginning. They took the time to understand the company, understood the real value, and then they truly delivered. With their guidance, we prepared a package that made us ready to enter the market at auction, and ultimately, we found the perfect strategic buyer...Capstone made the process virtually seamless and I could not be happier with the results.
Richard Shor CEO and Founder, Sani-Tech West
I have nothing but good things to say about Capstone. If you are looking for a value-added banker to help you with your transition, I recommend Capstone. Their entire team worked tirelessly to help me achieve our goals. You will be well served to hire Capstone.
John Fallin CEO, O2D
Capstone provided unwavering support throughout the entire process to help us navigate the complexities of our deal structure and to find the appropriate partner that shared our vision.
David Kelley CFO, SIB Fixed Cost Reduction
Thank you to the Capstone team for believing in our company and representing us so well. The team did a fantastic job of revealing the value of our family company and matching us with a suitor who appreciated us. Their belief got us to the Dance, and we left with the best possible suitor. Capstone delivered! I highly recommend Capstone.
Dan Cooley Chairman of the Board, Western Forge
Capstone’s industry experience, technical expertise, and unwavering commitment to exceeding expectations were key to our success. The team’s attention to detail and problem solving allowed us to manage considerable deal complexities amidst an extraordinarily challenging market environment to deliver an outstanding result for both our equity holders and our employees.
Richard Mahler CEO, Revolution Security
Time and time again, we both were just amazed at the level of professionalism, levelheadedness, and knowledge Capstone Headwaters brought to every situation. For us, Capstone was the tide that came in and caused all the boats to rise. We could not have done it ourselves.
William McDonald Co-Owner, MMi Sonora
The Capstone team worked closely with us through each step of the transaction process to identify and position with the strongest strategic partners and to ultimately achieve an optimal transaction. We benefitted greatly from the team’s industry expertise and transactional experience.
Walter Zuniga Managing Director, Backbone Consultants
We are proud to be working with this team. Their confidence in our company and their ability to understand our business is greatly appreciated. This financing will allow us to further grow our company. This is the second time we have used the team at Capstone. They are true advocates and really understand our business.
Todd Seufer President & Founder, Harmony Gardens
The Capstone team was great to work with; responsive, communicated well and delivered excellent results. I always felt I was getting the straight story which enhanced the trust factor between us. We were pushed to project a stretch budget early in the process which was great advice as we achieved it and got a higher valuation.
Chuck Dorsey CEO, Halo Innovations, Inc.
The Capstone team did an outstanding job handling our transaction; I am very thankful for their hard work...Their ability to analyze the deal and negotiate with the buyer was a huge benefit to us financially while allowing us to remain focused on running our business. We would not have made it through this process without them; I am forever grateful.
Frank Gazzillo Owner, Accurate Neuromonitoring
We were impressed with the Capstone team at the first introductory meeting. From that point forward, they continued to exceed our expectations. They lead us down a very successful path. I would highly recommend them; you could tell it was not their first rodeo.
Alan Weiss Managing Partner, Whitehouse Laboratories, LLC
They impressed us with their ability to understand, absorb and present a very complex company to prospective partners throughout the world. We thoroughly enjoyed working with their team through this process and could not have been more pleased with our selection of them as our advisors.
Gary Sable Former Managing Director and Shareholder, The Phillips Screw Company
The transaction realized through Capstone’s efforts resulted in a sale price at the upper end of Capstone’s initial estimate. I am thrilled to have had such a successful sale of my business and for the choice I made in hiring Capstone Partners.
Don Forrest President and Owner, FlexXray LLC
Capstone was an invaluable partner in the sale of Penn Foster. They were unrelenting in their commitment to securing a deal and remained balanced despite dissenting shareholder goals. They...became psychologists, mediators, and voices of reason all in one. Their temperament and expertise was a very rare combination. We look forward to a long-term relationship.
Frank Britt CEO, Penn Foster
I do deals all the time in this part of the market and it’s rare that I get to work with investment bankers like Capstone that both diligently respond to information requests and keep the deal on track in a constructive and helpful manner.
Brad Whitman Co-Founder, Renovus Capital Partners
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