Consumer Investment Banking

Capstone's Consumer Investment Banking Group is the #1 advisor to privately-owned, consumer businesses seeking to fund growth and achieve liquidity.

Capstone-Partners-Consumer-Investment-Banking

At A Glance

Capstone Partners’ Consumer Investment Banking Team provides M&A, capital formation, and financial advisory services to the owners of middle market businesses in the consumer industry. Capstone is the bank of choice for fast-growing entrepreneurs driving changes in the marketplace.  The majority of transactions completed by our Consumer team are for privately-owned businesses accessing long-term investors for the first time.   Our team knows strategic buyers drive the highest valuations and we are razor-focused on getting to know each of their sweet spots in M&A.  Using that proprietary data, we will work closely with you to prep your company and put you in the ideal position for the best possible outcome.

Areas of Focus

Apparel, Footwear & Accessories

  • Apparel
  • Footwear
  • Jewelry
  • Accessories
  • Soft Goods Retailing

Beauty & Wellness

  • Beauty Products
  • Personal Care
  • Health & Wellness Products
  • Grooming
  • Private Label
  • Personal Hygiene
  • OTC Products

Consumer Enthusiast

  • Outdoor & Leisure
  • Hunting & Fishing
  • Motorized Sports
  • Sports & Fitness
  • Tactical Products

E-Commerce & Retail

  • E-Commerce
  • Direct to Consumer (DTC)
  • On-line Retailers
  • Amazon
  • Franchises
  • Hard Goods Retailing
  • Restaurants

Food & Beverage

  • Beverages
  • Frozen/Refrigerated
  • Baked/Shelf Stable
  • F&B Distribution
  • Cannabis and Tobacco
  • Food & Ag Inputs
  • Natural/Organic/Diets
  • Food Technology
  • Vitamins/Supplements
  • Pet Food & Animal Care

Household Products

  • Bed & Bath
  • DIY Products
  • Furniture
  • Giftware & Home Décor
  • Household Products
  • Juvenile Products & Toys
  • Lawn & Garden
  • Kitchen Appliances

Automotive Aftermarket

  • Retailers & Dealerships
  • Automotive Performance & Accessories
  • Aftermarket Service Providers & Distributors
  • Powersports/Off-Road
  • Heavy Duty Truck/Trailer
  • Connected Car/Technology Providers

Consumer Services

  • Real Estate Services
  • House and Garden Professional Services
  • Marketing Services

 

Recent Consumer Transactions

Consumer Investment Banking Team Leaders

What our clients are saying about us:

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

The Capstone team distinguished itself over other investment banks because of their knowledge of our industry and familiarity with its nuances. Their strategic insights were invaluable to us throughout the negotiations, and I strongly recommend them.

William Pretsch Chairman, Mahaffey

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

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

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 Rabe Managing Director, American Farms

We selected Capstone due to its promise of senior support and involvement. At every turn, especially in critical moments, the most senior members of their team gave their time and attention to the transaction.

Seth Goldman CEO, UrbanStems

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, they 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

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

We started speaking with the Capstone team a few years before our transaction. They were always generous with their time and attention even though we weren’t clients yet. There was no pressure and when the time finally came, we knew we would go with the Capstone team. We were very satisfied through the process, we felt supported, and guided through this whole process, and always felt that Capstone was in our corner and working to make this deal happen.

Jin Chon Co-Founder, Coop Home Goods

Learn More

To learn more about the services we offer to middle market consumer brands, reach out to Ken Wasik, Head of Consumer Investment Banking.