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About Us


Like our clients, Capstone has entrepreneurial roots. Originally founded in 1996 as part of Andersen, we built one of the fastest growing, most successful middle-market M&A practices in the country. In 2002, the firm's founder acquired the practice and re-branded as Capstone Partners LLC. Since that time, Capstone has become recognized as one of the most prominent middle market investment banking firms in the country.


Capstone has fueled its success with some of the industry’s brightest talent. We have done so through our own acquisitions, expanding geography while enhancing our coverage areas. In 2010, Capstone acquired the middle market M&A practice of Morgan Stanley Smith Barney, extending our footprint into Chicago, Los Angeles and Philadelphia. Later in 2012, we added San Diego and Silicon Valley with the acquisition of SagePoint Advisors, a dedicated technology investment banking boutique.


Today, we collectively possess well over 300 years of corporate finance advisory experience, spanning hundreds of M&A and financing transactions, corporate restructuring assignments and valuation engagements. By committing senior Wall Street professionals to middle market transactions, we have been able to post extraordinary results for our clients. Over the past three years alone, Capstone has been recognized for numerous award honors at the M&A Advisor Awards, M&A Atlas Awards and the International M&A Awards.