Strategic Advisory Services

Across all of our service offerings and professional teams, Capstone is intimate with specific industries, the broader capital markets, transaction terms and structures, and successful operating models.  As a result of our expertise and network, Capstone can be called into businesses, private equity portfolio companies and commercial credits on either an assessment or special project basis.  We have also been asked to participate as an advisor to Boards of Directors on a multi-year basis for several middle market companies.  This form of “strategic coverage” provides tremendous value to businesses contemplating a capital markets transaction at some point in the future.


  • Advisor to the Board of Directors
  • Strategic & Financial Planning
  • Assessment of Growth Opportunities
  • Portfolio Company Reviews
  • Commercial Credit Reviews
  • Corporate Viability Assessment
  • Market and Industry Trend Analysis
  • Business Plans and Feasibility Studies
  • Capital Markets Monitoring