Why Capstone

Capstone was formed with a singular purpose: to build an entrepreneurial-focused firm capable of delivering superior results with unmatched skill.  We have earned that position in the sectors we cover by representing emerging industry leaders.  Today, we are a highly differentiated firm with capabilities that are rare in our industry.

  • LEADING REPUTATION – Capstone is one of the largest and most successful independent middle market investment banking firms in the US.  Our clients benefit from the immediate market credibility of our branded reputation.
  • SENIOR ATTENTION – Capstone’s senior resources are committed to each engagement.  Our clients benefit from the creativity and experience of seasoned managing directors, supported by broader national and international teams.
  • MARKET FOCUS – Capstone is entirely dedicated to middle market companies, generally ranging in value from $15mm to $350mm.  Our clients are guided by professionals who are intimate with the unique characteristics of privately held businesses.
  • INDUSTRY EXPERTISE – Capstone is focused on specific industry segments with national and global teams.  As a result, our clients are ensured deep domain knowledge, optimal positioning, established relationships and speed of execution.
  • BROAD PRESENCE – Capstone maintains offices in key markets across the US, representing strong deal distribution capabilities.  Our clients benefit from an expansive geographic footprint and resources that can be deployed on each transaction.
  • GLOBAL ACCESS – With Capstone’s London office and IMAP global partnership, we have completed award-winning cross border transactions.  This international platform provides our clients with seamless capabilities anywhere in the world.
  • DEDICATED RESEARCH – Through Capstone’s research team, we are able to deliver proprietary industry insights.  This market intelligence, together with the relationships we have cultivated, is harnessed for the benefit of our client engagements.
  • ENTREPRENEURIAL ROOTS – Capstone has been, and will continue to be, an independently-owned, growth oriented firm.  As business owners ourselves, we share a common DNA with our entrepreneurial clients.
  • PRINCIPAL INVESTMENTS – Capstone can deploy its own capital into select client transactions.  As a firm, we believe strongly in the quality of companies we represent and the transactions we help to complete.


History & Culture

Capstone originally formed in 1996 as the corporate finance practice of Arthur Andersen where we built one of the most successful practices in the country.  In 2002, we acquired that practice and re-branded it as Capstone.  After the first year, Capstone was recognized as one of the Top 20 middle market investment banking firms in the US.

Global Reach

Capstone is one of the few firms with a national footprint and global reach.  Across 10 offices in the US and the UK, our professionals collaborate on transactions to provide clients with broader expertise, creativity and access to key market relationships.  We have worked in virtually every US state and over 50 countries.

Client Testimonials

At Capstone, we measure our success by the value that our clients ascribe to our services.  Ultimately, our reputation is built on the people and institutions we represent, ranging from private business owners to the leading private equity firms and commercial lenders across the country.  In addition, Capstone has been selected as a middle market M&A alliance partner by several prestigious Wall Street investment banking firms.

Awards & Accolades

Capstone’s entrepreneurial growth and accomplishments have earned the firm consistent recognition within the investment banking industry.  Since 2010, Capstone has been recognized with close to 100 industry award nominations, highlighting the talents of our professionals and the impact of our clients’ transactions.  Most notably, the firm received honors as the US middle market firm of the year (2014 and 2015) and the Global Boutique Investment Bank of the Year (2014).


The Meaning of Capstone

We chose the name “Capstone Partners” because we felt it best captured why we are relevant to our clients and what the firm means to our people.  We are partners, both as individuals and a firm, to business owners seeking an expert guide to their professional summit.  Likewise, Capstone represents the culmination of our own entrepreneurial endeavors.

CAPSTONE (n): (1) a crowning achievement, a culmination; (2) a final touch, a finishing stroke; (3) a high point, a summit; (4) a coping stone


As a firm, we believe that corporate success comes with social responsibility.  Capstone remains active in its charitable endeavors by supporting various causes, including cancer research & treatment, economically disadvantaged families, military veterans, inner city children and youth sports, among others.  We proudly support employee giving and our philanthropic partners.


  • Dana-Farber Cancer Institute
  • Appalachian Service Project
  • Wounded Warrior Project
  • The Jimmy Fund
  • DJ Dream Fund