Capstone Partners Announces Series of Employee Promotions

The firm continues to invest in employee growth and career advancement.

Boston, MA – Capstone Partners, a leading middle market investment banking firm, is pleased to announce a series of promotions across several departments and levels of seniority. This announcement comes shortly after the firm’s promotion of two to Managing Director and will help facilitate the company’s growth, internal development, and expanding initiatives.

Capstone is proud to recognize the following individuals’ achievements.

Capstone professionals promoted to Senior Director:

• Sam Matlin, based in Denver, CO, has been with the firm for over two years and has been promoted to Senior Director within Capstone’s Industrials Investment Banking Group, where he will maintain a specialized focus on both Industrial, Commercial, & Residential Services and Equipment as a Service.

Capstone professionals promoted to Director:

• Chris Cardinale, based in Orange County, CA, has been with the firm for over eight years and has been promoted to Director within Capstone’s Industrials Investment Banking Group, where he will maintain a specialized focus on the Environmental, Health & Safety and Facilities Services sectors.
• Erik Larson, based in Denver, CO, has been with the firm for over four years and has been promoted to Director within Capstone’s Business Services Investment Banking Group, where he will maintain a specialized focus on the IT Services and Professional Services sectors.
• Wolfgang Zahner, based in Denver, CO, has been with the firm for over five years and has been promoted to Director within Capstone’s Industrials Investment Banking Group, where he will maintain a specialized focus on the Engineered Products, Flow Control, and Value-Added Distribution sectors.

Capstone professionals promoted to Vice President:

• Scott Alvarez, based in Denver, CO, has been with the firm for over two years and has been promoted to Vice President on Capstone’s corporate banking team, where he will continue to assist with executing transactions across a variety of industries.
• Raj Gaglani, based in Los Angeles, CA, has been with the firm for over two years and has been promoted to Vice President within Capstone’s Technology, Media & Telecom Investment Banking Group.
• Josh Phillips, based in Boston, MA, has been with the firm for over two years and has been promoted to Vice President on Capstone’s corporate banking team, where he will continue to assist with executing transactions across a variety of industries.
• Connor McLeod, based in Boston, MA, has been with the firm for over four years and has been promoted to Vice President of Capstone’s Market Intelligence team, where he will continue to provide M&A insights, capital markets analysis, and macroeconomic trends for C-suite middle market executives.
• Andrea Kerton, based in Boston, MA, has been with the firm for over two years and has been promoted to Vice President of Human Resources, where she continues to manage a variety of operations for Capstone’s colleague experiences.

Appreciating the value and successes of our people is one of the pillar values of Capstone. We aim to support our employees and nurture their career development, through a variety of resources, because they are what makes Capstone the special place that it is. We’re thrilled to recognize these individuals’ hard work and look forward to witnessing their future accomplishments.

Shannon CullenHead of Human Resources & Administration

ABOUT CAPSTONE PARTNERS

For over 20 years, the firm has been a trusted advisor to leading middle market companies, offering a fully integrated range of investment banking and financial advisory services uniquely tailored to help owners, investors, and creditors through each stage of the company’s lifecycle. Capstone’s services include M&A advisory, debt and equity placement, corporate restructuring, special situations, valuation and fairness opinions, and financial advisory services. Headquartered in Boston, the firm has 175+ professionals across the U.S. With 12 dedicated industry groups, Capstone delivers sector-specific expertise through large, cross-functional teams. Capstone is a subsidiary of Huntington Bancshares Incorporated (NASDAQ: HBAN). For more information, visit www.capstonepartners.com.

For More Information Contact:

Rebecca Levesque
Director of Marketing
617-619-3318
rlevesque@capstonepartners.com

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