Capital Solutions for Growth, Liquidity, and Strategic Objectives
At Capstone, we support clients across a selective range of capital formation and structured financing needs. Our Capital Markets Advisory practice is built to help companies secure the right capital, refine their capital structure, and create flexibility for long-term decision making. We deliver clear guidance and hands-on execution across equity, credit, and hybrid instruments — always shaped around the specific objectives, constraints, and timelines of each client.
Integrated Capital Markets Expertise
Our team brings institutional discipline to capital raising, with experience spanning both equity and private credit markets. We advise across the full capital stack, from early growth financing and minority investments to complex recapitalizations and bespoke structured solutions.
The focus is simple: bring clarity to options, align stakeholders, and execute efficiently.
Equity and Hybrid Capital Capabilities
• Growth Equity
• Private Placements
• Minority Investments
• Structured Equity Solutions
• Preferred Equity
• Convertible Instruments
• PIPE Transactions (Private Investment in Public Equity)
Credit and Structured Financing Capabilities
• Private Credit Transactions
• Term Loans and Notes
• Asset-Backed Lending Solutions
• Infrastructure-Linked Financing
• Refinancing and Capital Structure Optimization
• Debt Repositioning and Restructuring
Institutional LP Capital Advisory
In addition to company-side capital markets work, Capstone advises investment managers on fund-level capital formation. We support general partners seeking to raise commitments from institutional and family office LPs for new fund launches, strategy extensions, and specialized investment vehicles.
Our role includes refining the fundraising narrative, preparing institutional-quality materials, advising on fund structure, and facilitating targeted introductions to qualified LPs through our network of family offices, private investors, and select institutional allocators.
We advise across fund strategies including:
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Venture Capital
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Private Equity
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Private Credit / Direct Lending
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Hedge Funds
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Real Assets and Infrastructure Funds
Our approach blends strategic fundraising guidance with targeted outreach to aligned LPs. Every engagement is partner-led, discreet, and grounded in disciplined execution — helping managers position themselves effectively and raise capital with clarity and confidence.