Capstone partners. 8 billion, representing 3.
Capstone partners Previously, David is a Vice President in Capstone Partners’ Corporate Investment Banking Group. Capstone Partners’ Industrials Investment Banking Team provides M&A, capital formation, and financial advisory services to the owners of middle market businesses in the Chemicals sector. Tom joined Capstone's leadership team through Jerry is a Managing Director and leads Capstone Partners’ Agriculture Investment Banking Group. 4% YOY to $7. Space Force, Air Force, Army, Navy, Special Forces, and Unified Combatant Commands—on its sale to Ukpeaġvik Iñupiat Corporation (UIC), to Lorene brings more than 20 years of experience in operational leadership, public relations, corporate communications, and marketing and business development strategy to her role as Marketing Manager for the Capstone Partners’ Financial Advisory Services (FAS) team. Over the past two decades, thousands of owners, investors, and creditors have trusted Capstone Partners to advise with their strategic decision making in Steven is a Managing Director in Capstone Partners’ Industrial Technology Investment Banking Group and brings nearly 20 years of mergers & acquisitions and capital markets experience to the firm. An increased emphasis on patient outcomes, cost pressures and Our FinTech & Financial Services Investment Banking Team provides superior merger and acquisition, institutional financing, and strategic advisory services to leading financial technology, financial services, and insurance companies in the middle market. Prior to Capstone Partners, Bill was previously Chief Executive Officer of Madison Williams and SMH Capital, a full service investment bank. Capstone Partners, a subsidiary of Huntington Bancshares Incorporated (NASDAQ:HBAN), has been a trusted advisor to leading middle m arket companies for over 20 years, offering a fully integrated range of expert investment banking and financial advisory services uniquely tailored to help owners, inve stors, and. Next: Capstone Partners is among the largest and most active investment banking firms In the United States. Based in Chicago, IL, she is responsible for all aspects of deal execution including company and financial analysis, material preparation, management presentations, due diligence, and buyer negotiations. This allows you access to M&A bankers with a deeper level of industry knowledge and expertise, Jordan is a Vice President within Capstone’s Industrials Investment Banking Group and has over eight years of experience executing mergers, acquisitions, carve-outs, financial restructurings, recapitalizations, and capital raises. FUNDRAISING TO THE NEXT LEVEL. Acquisitions Increase as Technology-Enabled Products, Value-Added Distributors Pique Buyer Interest. Joining in 2016, Mark currently serves as the Chief Financial Officer and holds the Financial Operations Principal (FINOP) license for the firm. In this role, Kaity is responsible for the management and execution of client engagements and driving new business to the firm. 4 billion as of 2023, according to PitchBook), have supported stronger valuations for growth companies Capstone Partners Advised City Line Distributors on its Recapitalization by Frontenac (September, Undisclosed) - Capstone Partners advised City Line Distributors, Inc. Sovos offers premium products including pasta sauces, dry pasta, soups, frozen entrées, frozen pizza, and yogurts Pioneering Climate Control Technologies Drive HVAC Equipment Sector M&A Activity . Valuations have begun to rebound after market reset following record levels in 2021. Mike Schumacher joined Capstone Partners in January 2017 from a private merchant bank that he co-founded in 2014, where he served as Head of Advisory Upper Middle Market Refinancing Trend. Valuations Continue to Normalize. He has an impressive track record of completed transactions with cybersecurity, physical security, compliance and risk management related companies. In 2021, U. Serving as an underlying and pivotal mechanism for information technology (IT), the Application Development (AppDev) & Deployment sector has been at the forefront of technological innovation. He has more than 30 years of experience across multiple disciplines, including investment banking, corporate law, and business operations. We maintain active dialogs with strategic investors and financial sponsors in highly relevant B2B and B2C FinTech Notable changes to alcoholic beverage shipment volumes have underscored the new dynamics of the segment. 9% of total transactions), with many private equity-backed businesses in the segment pursuing tuck-in acquisitions to enhance their market share. He spoke to a range of timely topics, including CEO Mark is a Director in the Philadelphia office with over 15 years of experience in mergers & acquisitions, private placements and financial advisory services. HOME. Will I retain control of my business? For founder-owned companies, the short answer is, yes. As a results-oriented business transformation practitioner with over 20 years of professional experience in consulting and operations, he has successfully led and executed multimillion-dollar programs to drive revenue growth, profitability, and operational excellence. ABOUT CAPSTONE PARTNERS. Capstone Partners is among the largest and most active investment banking firms In the Wolfgang Zahner Director, Capstone Partners. Public strategics have experienced the greatest increase in transaction activity to-date, comprising 16 deals versus five deals in YTD 2023. The Air, Land, Sea, & Space (ALSS) Systems sector has charted a strong course in 2024, with year to date (YTD) mergers Kaity currently serves as a Director within Capstone’s Sponsor Coverage Group, with a specialized focus on buy-side M&A coverage. Adam, Vice President within Capstone Headwaters’ Debt Advisory Group, brings over seven years of experience in credit structuring, analysis, and corporate debt placement. Boston, MA – Three years after acquiring Denver-based Headwaters, Capstone Headwaters today announced it is changing its name to Capstone Partners. About. Kaity Templin NEW YORK, Jan. Valuations Normalize in the Precision Manufacturing Market Drawing Buyer Interest. Strategic buyers have accounted for 69. Aerospace & Defense (A&D) sector earnings and Campbell Soup Acquires Sovos Brands (August, $2. Home. Gordon brings more than 15 years of investment banking experience to Capstone’s Transportation & Logistics group. 3PL Market M&A Activity Showing Signs of Life, but Waiting on Sustained Improvement in Freight Volumes Third-Party Logistics (3PL) sector sentiment has remained subdued with freight headwinds weighing on revenues, profits, and merger and acquisition (M&A) activity since mid-2022. Our Firm. With a long track record of success, we are dedicated to delivering results that maximize value for clients. Our team partners with leading mid-to-large sized industrials and manufacturing businesses that serve growing end-markets. While elevated interest rates and an inflationary environment have continued to weigh on near-term sector growth, buyers’ faith in long-term growth trends has accelerated Building Products merger and acquisition (M&A) activity through year-to-date Todd Bomberg, a Senior Advisor with Capstone Partners, has over 20 years of business experience spanning investment banking, strategy consulting, corporate law, and entrepreneurship serving the real estate markets. Peter joined the firm in 2008 and currently serves as Head of the Industrial Technology Group at Capstone Partners. ESG initiatives in and of themselves do not make a poorly performing company profitable. Jerry specializes in working with companies operating in agriculture, Ben is a Vice President on Capstone Partners’ Corporate Investment Banking team based in Boston, MA. Technology Advancements and Shifting Consumption Patterns Disrupt the Media & Entertainment Sector. The Flow Control market has continued to see healthy merger and acquisitions (M&A) activity driven by favorable long-term trends including demand for integrated technology solutions, infrastructure spending, and heightened safety measures. The use of data analytics in the Sports Technology (SportsTech) sector has increasingly influenced both the fan Capstone Partners advised SimX—a virtual reality medical simulation platform—on its sale to Madison Industries. Tom joined Capstone Partners in 2011 and brings over 20 years of investment banking experience for clients’ benefit. Jerry is a Managing Director and leads Capstone Partners’ Agriculture Investment Banking Group. Prior to joining Capstone Partners, Sunny was a Managing Director at Imperial Capital in Los Angeles, focused on middle-market special situation transactions. The second type of structured equity is used by growth investors to mitigate near-term investment uncertainty, in which the return hurdle for the equity investor is the same as for any growth equity investor (25%+). . Brian is exclusively focused on advising Food, Beverage and Agribusiness clients and has guided hundreds of Companies through M&A transactions, capital raises, and Pete is a Senior Director in Capstone’s Consumer Investment Banking Group. Capstone Partners advised Mays Chemical Company—a leading chemical and ingredient distribution company—on its sale to Ravago. Brendan is a Managing Director focused on private equity sponsor coverage and a member of Capstone’s Management team. Yogesh is a Managing Director in Capstone Partners’ Consumer Investment Banking Group and brings investment banking experience across mergers & acquisitions, financial advisory, and capital raising for private and public companies, with a specific focus on the Automotive Aftermarket industry. U. He has advised companies and private equity investors on over 50 transactions worth $10B in enterprise value, serving clients operating within insurance, banking, asset & wealth management, and capital markets sub-sectors. Having completed eight transactions over the past 20 years, including the acquisition of Denver, Colorado–based investment bank Headwaters MB, the firm now has ove Stable team of 35+ professionals in 6 locations in North America, Europe and Asia. Ken Wasik, Co-Head of Investment Banking, offers thoughts on the evolving Beauty sector landscape in an interview with Vogue Business. Driven by an elevated interest rate environment, Peter has more than 20 years of experience as a senior business development executive across the professional and financial services industries. If you’re thinking about an exit or partial liquidity transaction, our Sell Side Advisory Team will combine deep sector knowledge with superior transaction execution skills and a vast network of strategic and financial acquirers to help you achieve your goals. | For over 20 years, Capstone Partners has been a trusted advisor to leading Group, today announced it has signed an agreement to acquire Capstone Partners, a leading independent, middle-market placement agent focused on fundraising and Capstone Partners, a leading middle market investment banking firm, announces the launch of its newly formed Buy-Side M&A Advisory Group (the Group). He supports management and clients in the Western Region. Eric has successfully completed more than 100 transactions in sectors including contract manufacturing, pharmaceutical outsourcing, medical devices, and life sciences, and health care services. Capstone Partners’ Financial Technology Investment Banking Team provides M&A, capital formation, and financial advisory services to the owners of middle market businesses in the Real Estate Technology sector. A minority stake investor—as its name would suggest—targets a <50% ownership position. Filling the financing gap for growth-oriented, emerging middle market enterprises. Capstone Partners boasts a highly active, fully dedicated Debt Advisory Group that helps privately-owned and sponsor-backed companies secure debt capital or leveraged finance for organic growth, acquisitions, dividend recapitalizations, and refinancings. Capstone Partners, a leading investment banking firm, announced that it has successfully advised Ener-Tek International, Inc. With more than 15 years of professional leadership experience, Brian’s expertise lies in driving performance improvement transformations, managing mergers and acquisitions, and providing C-level interim management advisory services to businesses in transition. Jamie has more than 20 years of experience in financial restructuring and special situations investment banking and helps lead our Special Situations Investment Banking Group. Capstone Partners latest Pest Control Market Report highlights the fact that, despite macroeconomic and inflationary strains, growth within the Pest Control market has prevailed. , and PwC Corporate Finance representing companies, creditors, and other stakeholders in both conventional as well as distressed Capstone Partners is a leading global private equity and real assets fund placement agent. Capstone Partners advised Delta Solutions & Strategies—a provider of professional services across the U. 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. 8 billion, representing 3. His achievements in the investment banking industry have gained him Source: Capstone Partners. TEAM. He has Capstone Partners advised Nevada Heart and Vascular Center, LLP (NHVC), a provider of comprehensive cardiac and vascular services, on its Structured Investment and Recapitalization from Oaktree Capital Management (Oaktree), and Alvarez and Marsal Capital Partners, LLC (A&M). Long-Term Tailwinds Fuel Acceleration in Building Products M&A, Particularly Among Financial Buyers. Boston, MA – Capstone Partners, a leading middle-market investment banking firm, is pleased to announce that its engagement on behalf of the Ohio Art Company during its acquisition of Allstate Can Corporation has been recognized by the M&A Advisor, which Ben is a Vice President on Capstone Partners’ Corporate Investment Banking team based in Boston, MA. Bob has served as the lead banker on over 75 merger and acquisition transactions primarily in the business services marketplace. Capstone Partners released its September 2023 Business Process Outsourcing (BPO) & Contact Centers Market Update, reporting that the BPO & Contact Centers sector has showcased significant strength amid economic volatility. Capstone Partners’ Healthcare Investment Banking Group provides M&A, capital formation, and financial advisory services to a wide variety of middle market healthcare companies across several different sectors. Ingrained culture of quality over quantity and despite our large team and institutional approach, we focus on raising only a limited number of mandates. The ADGS Group prides itself on having industry specialists who understand commercial aerospace and Private Equity Appetite Propels M&A Activity in the Pest Control Market. The Air, Land, Sea, & Space (ALSS) Systems sector has charted a strong course in 2024, with year to date (YTD) mergers and acquisitions (M&A) outpacing total year deal volume in each of the past five years outside of the historic high of 2023. A rebound in public equity markets over the last year, coupled with high levels of dry powder among U. SUCCESS. Capstone Partners provides world-class M&A Advisory Services to middle-market business owners and investors pursuing a sale transaction. Boston, MA – Capstone Partners, a leading middle market investment banking firm, sees growth ahead for construction safety management space with the recent investment in Safe T Professionals—a construction-focused safety management consulting firm—by a At Capstone Partners, our sell-side investment banking professionals are not generalists. 5% increase in transactions announced or closed compared to the prior year period. David has worked on equity, debt and M&A transactions collectively valued at more than $4 billion. He has underwritten and syndicated numerous private debt investments throughout his career. Venture capital (VC) funding for cybersecurity companies has been comparatively robust through YTD 2024, rising 97. Brian currently serves as a Vice President within the firm’s Investment Banking practice. While the goal of every business is to stay strong and healthy, that isn’t always possible. Common Questions from Founders Regarding Taking on a Minority Stake Equity Investor. The majority of transactions completed by our Consumer team are for Benefits of Starting a Relationship with Our Industrials Investment Banking Team. The pending transaction with Huntington will allow Capstone to accelerate strategic growth plans. In that About Us. Yogesh Punjabi, Managing Director in Capstone’s Consumer Investment Banking Group who specializes in the Auto Aftermarket, commented on why the repair subsegment is receiving particularly strong private Capstone Partners, a leading middle market investment banking firm, announces the launch of its newly formed Buy-Side M&A Advisory Group (the Group). Client Testimonials. He has advised large cap and middle-market companies, creditors and other stakeholders in numerous transactions including Chapter 11 bankruptcy reorganizations, distressed buy- and sell-side Tess is a Managing Director and Head of Capstone’s Aerospace, Defense, Government, and Security (ADGS) Group with over 25 years of experience across the ADGS industry, government policy arena, and financial services sector. Over the past ten years, Capstone Partners has been honored with nearly 200 awards, highlighting the talents of our professionals and the impact of our clients’ transactions. If you’re a corporate acquirer or private equity-backed portfolio company interested in pursuing inorganic growth through proprietary acquisitions, the highly skilled investment banking advisors on our Buy-Side Advisory team will partner with you to develop a plan that can be applied to one-off transactions or to long-term buy-and-build engagements. Prior to joining Capstone, he was an associate with a boutique M&A firm focused on valuation, M&A advisory, corporate finance, acquisition target Sector Fundamentals Strengthen While M&A Activity Declines. The beauty industry is undergoing significant transformation as consumer preferences shift and innovation accelerates. Prior to Capstone Partners, David managed the Western region for Morgan Stanley Smith Barney’s Capital Strategies Group and its predecessor, Citi Capital Strategies. , which operates under the brand name Yardney Technical Products (Yardney), on its acquisition by OM Group, Inc. Dr. He has been the lead banker in over 250 M&A transactions involving both domestic and foreign corporate buyers, as well as leveraged recaps with private equity sponsors. Based in New York, NY, Gordon has spent most of his investment banking career advising companies that aim to integrate the analog and digital realms, providing guidance on raising capital and strategic M&A. #2. The rebranding, which entails the unveiling of a new logo and website, is an integrated element of the firm’s Capstone Partners’ Aerospace, Defense, Government and Security (ADGS) Team provides M&A, capital formation, and financial advisory services to the owners of middle market businesses serving the Aerospace, Defense, Government, and Security industries. Venture Capital Funding Rises Year-Over-Year, Lags Historical Precedent. Capstone Partners is among the largest and most active investment banking firms In the United States. His experience includes Technical Staffing Segment Supports Healthy HR & Staffing M&A Activity . Healthcare is a core growth industry that continues to innovate and evolve. M&A activity in the SportsTech sector was a double-edged sword in Capstone Partners is a full service middle market investment bank headquartered in Boston, Massachusetts. Elevated Interest Rate Environment Drives Clients to Sector, Boosts M&A Activity. Mays Chemical, founded in Indianapolis in 1980, offers bulk, packaged, and laboratory chemicals, as well as related raw materials and formulated products. Fragmentation in the Fire & Life Safety segment made the space ripe for consolidation by private equity-backed companies. You don’t have to sacrifice liquidity to find the most optimal partner for your middle market company. Aligning Investment Banking Fees With Client Interests. Capstone Partners released its December 2023 Human Resources (HR) & Staffing Services Market Update, reporting that the HR & Staffing Services sector has showcased significant defensibility amid an elevated interest rate environment and a cooling U. Capstone Partners was honored as a finalist in several award categories by The M&A Advisor. 5 billion. Capstone Partners’ Equity Capital Markets Advisory Group has been raising equity capital for growth-oriented enterprises, ranging from mid-stage ventures to more mature middle market companies, since 1999. labor market, Christopher is a Vice President in the Orange County office. Boston, MA – Capstone Partners, a leading middle market investment banking firm, today announced formalized plans to super-charge the firm’s growth efforts with the recent signing of a definitive agreement to be acquired by Huntington Bancshares Incorporated (Nasdaq: Justin is a Director in Capstone Partners’ Financial Advisory Services practice with more than 14 years of experience in financial restructuring and special situations investment banking. Headquartered in North Syracuse, NY, Air Innovations’ environmental control units (ECUs) are used in high-cost-of-failure applications such as sterile storage cabinets in hospitals, clean room semiconductor Brian Boyle is a Managing Director in Capstone Headwater’s Consumer & Retail Investment Banking team and brings 35 years of Mergers & Acquisitions and Capital Markets experience to the firm. Brian is a Managing Director in Capstone’s Financial Advisory Services (FAS) practice. The team’s extensive transaction experience in Our Financial Advisory Services team provides trusted, experienced resources for leading middle market companies, investors, & creditors. CEO and business owner sentiment is at the core of middle market M&A—how do Federal interest rate cuts impact overall confidence? Capstone Partners Founder & President John Ferrara shared insights on the current and near-term M&A landscape with Yahoo Finance live on Monday, September 23, 2024. 7x EV/EBITDA. 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. Chris, Managing Director and Head of Equity Capital Markets at Capstone, focuses on the firm’s origination and distribution capabilities for clients looking to raise equity capital. In a sector traditionally characterized by recurring revenues and recession resilience, an inflationary environment Phil has over 30 years of experience across most major financial markets: M&A, bank lending, high yield, structured finance, private equity, and Capstone Partners’ ADGS Investment Banking Team provides M&A, capital formation, and financial advisory services to the owners of middle market businesses in the Training & Simulation sector. Peter has over 20 years of experience across financial markets including M&A, capital formation, and financial Franchise Deals Boost Demand for Data-Driven Businesses in the Sports Technology M&A Market. Based in Chicago, IL, he joined Capstone Partners in 2019 as an David DeSimone rejoined the Boston office in 2015 as a Director in the Technology & Telecom Group. M&A Flourishes in AppDev Market, AI Software and Services Gain Heightened Acquirer Interest. 2 million barrels, driven by a sharp COVID-19 related bump in consumption as consumers delt with stay-at-home mandates, according to the Beer Institute’s December 2021 Domestic Tax Paid Sam is a Managing Director at Capstone Partners with nearly 20 years of experience serving clients on transactions involving mergers, acquisitions, divestitures, valuations, recapitalizations and other corporate finance assignments. Capstone Partners advised Air Innovations, LLC—a manufacturer of environmental control units—on its sale to Altus Capital Partners. An increased emphasis on patient outcomes, cost pressures and Capstone Partners’ ADGS Investment Banking Team provides M&A, capital formation, and financial advisory services to the owners of middle market businesses in the Defense industries. For more information on the Accounting Services M&A trends E-Commerce Sector Grows with Post-Pandemic Consumer Preferences, Private Equity Looks to Expand Portfolio Holdings. Learn More. He has ten years of experience advising M&A transactions from both the sell-side and the buy-side. David brings more than 15 years of investment banking experience to Capstone Headwaters and will help expand the firm’s technology sector coverage. Kaity Templin recently joined the firm as a Todd Bomberg, a Senior Advisor with Capstone Partners, has over 20 years of business experience spanning investment banking, strategy consulting, corporate law, and entrepreneurship serving the real estate markets. Capstone Partners latest Beverage Market Update examines emerging trends, dealmaking activity, and M&A multiples in the Beverage market. If you are a business owner interested in selling your company or raising capital, or you are a strategic buyer seeking to make an acquisition, you most likely will be considering engaging the Capstone’s recent work advising PKF O’Connor Davies—one of the nation’s largest accounting and tax advisory practices—highlights the growing trend. Each investment banker on Capstone’s M&A Team specializes in their own industry sub-sectors. 7x EBITDA) - Campbell Soup has agreed to acquire Sovos Brands (Nasdaq:SOVO) for an enterprise value of $2. Capstone Partners Advised Nyman Associates on its Sale to Point Quest (June 2024, Confidential) – Capstone Partners advised Nyman Associates—a leading regional provider of school and home-based behavioral health, mental health, and therapeutic services to children with special needs, ASD, and developmental/behavior issues—on its sale to Point Quest. 4% of sector transactions through YTD, compared to 57. Ross is a Managing Director in Capstone Partners’ Consumer Investment Banking Group and brings 35 years of mergers & acquisitions and capital markets experience to the firm. They have been actively engaged in some of the most significant ag and food processing transactions in recent history. Khelan joined Capstone Headwaters in 2018 and has been an advisor to financial services clients for the past 18+ years. Christopher is engaged in the execution and advisory of mergers, acquisitions, and strategic capital raises. S. Capstone Unveils Comprehensive Brand Refresh To Align with Ongoing Growth Strategy. He extensive experience representing branded consumer products clients, with a specific focus on the Pet Products sector. M&A volume in the Precision Manufacturing market has declined a modest 6. Structured Equity for Growth Investors. 11, 2022 (GLOBE NEWSWIRE) -- Mizuho Americas today announced it has signed an agreement to acquire Capstone Partners, a leading independent, middle-market Capstone Partners, a leading middle market investment banking firm, is pleased to announce the appointment of three seasoned M&A advisory professionals as new Managing Capstone Partners’ capital advisory teams are solely focused on securing debt capital and private equity for privately owned and sponsor-backed companies. For more information on the Real Estate Additional, specialized Sponsor Coverage professionals introduce dedicated Buy-Side M&A advisory to Capstone’s fully integrated suite of services. Predictably, the reduction in rates spurred a wave of refinancings in H1 2024 across the Credit landscape, especially refinancings in the Broadly Syndicated Loan (BSL) market of private credit term loans issued in 2022-2023 by sponsored upper MM (EBITDA >$50 million) borrowers. In that capacity, he oversees the sourcing and execution of transactions amongst Capstone Partners’ Mergers & Acquisitions highlights key subsegments in the Auto Aftermarket sector as bright spots for M&A activity, noting robust private equity interest. top of page. Buyers targeted the Fire & Life Safety segment at a high rate (38. Capstone Partners latest Beauty Market Report finds that dealmaking in the sector has accelerated year-to-date (YTD), with a 37. Anticipated and now realized interest rate cuts, coupled with decelerating inflation, has sparked a rebound in sponsor Beauty investments through YTD with no signs of slowing down in 2025. Headquartered in Mountain View, California, SimX is used around the world and by top institutions including Mayo Clinic, Stanford, NYU, University of Pennsylvania, the US Air Force, and many others. Ted Polk is a Managing Director and Co-Head of Capstone’s Industrials Group. In 2002 the firm's current President John Ferrara legally incorporated the group as Capstone Partners. More. beer shipments reached a three-year high of 169. When the Federal Reserve came out aggressively and cut the Fed Funds Rate by 50 basis points (bps), it left me scratching my head a bit. Our team partners with leading mid-to-large sized business in the C4ISR market that serve growing end-markets. Assuming there is agreement on that range, it is a considerably straightforward process to determine a fee structure that rewards the banker for super-performance. Trusted by leading middle market companies seeking cost-effective, strategic capital solutions. The firm was founded in 2001, at that time a wholly owned subsidiary of Arthur Andersen. A full-service investment bank built for the middle market. The Special Situations & Restructuring experts in Capstone’s Financial Advisory Services Group can help business stakeholders navigate special situations and restructuring processes to find the best path to the most positive possible outcome. He has also held senior positions at Piper Sandler, Gleacher & Co. This article brings together Capstone Partners’ Media & Entertainment Managing Director, Gretchen Tibbits’ conversations with investors and operators as well as themes she took away from her attendance at the 2024 Financial Times Business of David is a Managing Director and Co-Head of Capstone’s Industrials Group with 30+ years of experience in middle market investment banking. Seefried is very active across various deal teams and spends significant time on strategic planning for Capstone Partners and for clients of the firm. Capstone Partners’ Agriculture Investment Banking Team provides M&A advisory, capital formation, and financial advisory services to the owners of middle market businesses in the agriculture industry. Taylor is a Managing Director within Capstone’s FinTech & Services Group. Our accomplishments have earned consistent recognition within the finance community. Capstone Partners released its white paper exploring how private equity firms can leverage Environmental, Social, and Governance (ESG) frameworks within their portfolio companies to enhance and create value from inception to exit. While Mark's primary focus includes clients in the health and medical industry, his experience spans a broad range of industries, including government and defense contracting, manufacturing and outsourced Brianna currently serves as a Vice President within Capstone Partners’ Corporate Investment Banking Group. Alex Alekseev is a Director in Capstone’s Financial Advisory Services group. About Us. While elevated interest rates and an inflationary environment have continued to weigh on near-term sector growth, buyers’ faith in long-term growth trends has accelerated Building Products merger and acquisition (M&A) activity through year-to-date Private Equity Deploys Significant Capital in the Beauty Sector, Unified Brands Reap Rewards. 8 Billion, 3. Our Team. Capstone is the bank of choice for fast-growing entrepreneurs driving changes in the marketplace. What makes us different is our ability to work seamlessly across industry and service teams. Sports Technology M&A Deal Volume Declined in 2023, but Deal Value was an All-Time High. He has more than 30 years of experience across multiple disciplines, including investment banking, corporate law, and business CEO Confidence & M&A Market Growth . He has served on the boards of Aurora Organic Dairy, Classic Brands, and Mergers Alliance. He has advised companies and private equity investors on over 50 transactions worth $10B in enterprise value, Tess is a Managing Director and Head of Capstone’s Aerospace, Defense, Government, and Security (ADGS) Group with over 25 years of experience across the ADGS industry, government policy arena, and financial services sector. Based out of Philadelphia, PA, Eric serves as a Managing Director and Head of Capstone’s Healthcare Group. 4% year-over-year (YOY) in November 2023 with 191 announced or completed deals compared to 204 deals in the prior year period. 0x EV/Revenue and 15. NEWS. He has over 15 years of experience executing M&A and capital markets transactions. Jim Calandra is a Managing Director and a member of Capstone Headwaters' financial advisory services practice. Capstone Partners’ Business Services Investment Banking Team provides M&A, capital formation, and financial advisory services to the owners of middle market businesses in the Accounting Services sector. Prestige Sector is driving growth: The Prestige segment Capstone Partners’ Industrials Investment Banking Team provides M&A, capital formation, and financial advisory services to the owners of middle market businesses in the industrial and manufacturing industries. Peter Bailey Senior Director, Capstone Partners. Capstone Partners | 18,083 followers on LinkedIn. Jim has more than 25 years of experience in turnaround management consulting, interim management, fraud and forensic accounting, mergers and acquisitions, and recapitalizations. He has over 25 years of experience providing advisory services across a variety of industries and specializes in working with businesses that provide tech-enabled products and services to Industrial and Government-related markets. Doug Usifer joined Capstone Partners from Atlas Advisors where he focused on the firm’s Industrials practice. private equity firms (estimated $993. Our team partners with leading mid-to-large sized businesses that serve growing end-markets. He has over 30 years of experience in investment banking and industrial sectors including chemicals, plastics, waste and scrap metal. Capstone Partners’ Building Products & Construction Services Team provides M&A, capital formation, and financial advisory services to the owners of middle market businesses in the construction industry. He possesses nearly 20 years of investment banking experience advising FinTech, PropTech, and other high-growth technology businesses on a wide range of transactions, including sell-side and buy-side M&A, private capital raises, corporate divestitures, and debt/equity financings. The Heating, Ventilation, and Air Conditioning (HVAC) Equipment sector is positioned for growth as it serves new industrial applications and plays an important role in maintaining critical assets and infrastructure. 0x Revenue, 15. CONTACT. | For over 20 years, Capstone Partners has been a trusted advisor to leading middle Kent Brown, Managing Director and Head of Capstone Partners’ Debt Advisory Group, brings over 30 years of corporate debt placement and advisory experience having served as the senior banker on 100+ closed corporate debt Sales of Beauty Companies in 2024 Accelerating, Driven by Corporate Buyers. The adaptability and convenience of e-commerce and online purchasing has enabled consistent sales growth and penetration in the Retail market, both of which have supported strong E-Commerce sector merger and acquisition (M&A) activity. 1% during the prior year period. Capstone Partners | 24,194 followers on LinkedIn. He has over five years of industry experience and is responsible for all aspects of deal execution, including company and financial analysis, material preparation, management presentations, due diligence, and buyer negotiations. Daniel McBroom is the Head of Private Capital Markets for Capstone Partners, sourcing over six billion of enterprise value annually. Bill Sprague is a Managing Director and Head of Capstone Partners’ Infrastructure Finance Group. Our senior professionals have completed over 100 equity private placements, Tom Elliott has over 20 years of investment banking experience. At Capstone Partners, part of our process to establish a consensus with the client includes creating a bell curve analysis of an appropriate trading range for the business. We are experts in generating Capstone Partners has over 450 partners across 60+ offices in 41 countries, offering truly global investment banking. Access average EBITDA and revenue purchase multiples for private middle market companies across 11 industries. —a family-owned specialty food Khelan joined Capstone Headwaters in 2018 and has been an advisor to financial services clients for the past 18+ years. Source: Capstone Partners Original equipment manufacturers' (OEMs), Mission Critical Suppliers, and Engineered Products Manufacturing, such as Ingersoll Rand (NYSE:IR) and Parker-Hannifin (NYSE:PH), saw some of the most positive uplifts, due to their operating effectiveness during COVID, with an improvement to their financial metrics between 2017 All cycles have a downside. Air, Land, Sea, & Space Systems M&A Remains Strong, Elevated Contracting Efficiency Needed. The BPCS team is one of the most active M&A advisors in this space with sector knowledge that gives us unique access to buyers and investors in the industry, that Capstone Partners’ ADGS Investment Banking Team provides M&A, capital formation, and financial advisory services to the owners of middle market businesses in the Training & Simulation sector. Capstone Partners has released its Aerospace, Defense, Government, & Security (ADGS) Annual M&A Report, which features insights into the current environment as well as a review of last year including merger and acquisition (M&A) activity. Bob brings over 25 years of investment banking and operating experience to his role as Head of Capstone’s Business Services Group. Access average EBITDA and revenue purchase multiples for private Capstone Partners is a full service middle market investment bank headquartered in Boston, Massachusetts. dzhqkz pdwzfd homha rimp wwjif rojps twmp wgcf mxlp lzyoiw