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Samuel Kaplan

  • Vice President
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Sam is a Vice President with Capstone’s Boston investment banking team. He works closely with senior bankers performing financial analysis, identifying strategic and financial buyers as well as managing other deal related tasks. Prior to joining Capstone, Sam worked for KPMG in their Boston Financial Due Diligence practice assisting clients in buy and sell side transactions.


Northeastern University - MS, Accounting & MBA

Yale University – BA, Economics

Registrations & Affiliations

Certified Public Accountant, Massachusetts