Clarity in Complexity.
Execution Where It Matters.
Capstone advises clients through critical strategic and transactional decisions, providing the insight and structure needed to evaluate options and move with confidence. Whether pursuing an exit, acquiring complementary businesses, or navigating recapitalization scenarios, we deliver partner-led guidance grounded in rigorous analysis, sector insight, and a principal-oriented mindset.
M&A & Strategic Advisory
Capstone advises clients through complex M&A and strategic situations with a focus on achieving clear, actionable outcomes. We work with founders, corporates, investors, and asset owners as they evaluate transformational decisions — from full exits and ownership transitions to strategic acquisitions and corporate reorganization.
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Our approach combines disciplined analysis with practical, operator-informed perspective. We manage every stage of the transaction process, ensuring decisions are grounded in strategic fit, valuation clarity, and well-structured negotiation. Each engagement is partner-led, discreet, and tailored to the client’s long-term objectives.
Sell-Side Advisory
We represent clients across a range of sell-side situations, helping them articulate their value, position the business effectively, and navigate a structured process that maximizes outcome certainty. Our sell-side capabilities include:
• Full business sales
• Divestitures and carve-outs
• Majority and minority stake sales
• Recapitalization-driven transactions
• Successor or generational transition planning
• Buyer identification and curated outreach
We oversee preparation, market engagement, valuation work, negotiation strategy, and end-to-end transaction management.
Buy-Side Advisory & Targeted Origination
Capstone supports clients seeking growth through acquisition by providing strategic, analytic, and execution support. Our buy-side work includes:
• Target mapping and prioritization
• Direct origination and outreach
• Commercial and financial assessment
• Synergy and strategic fit analysis
• Valuation and deal structuring
• Negotiation support and process coordination
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Our network across operators, developers, investors, and corporates enables us to source opportunities that align closely with each client’s strategic direction.
Strategic Advisory & Enterprise Value Planning
Beyond transaction execution, we work with clients on broader strategic questions that influence long-term value and decision-making. Our advisory scope includes:
• Capital structure and liquidity planning
• Business portfolio review
• Strategic positioning and market entry analysis
• Preparation for future M&A or capital raises
• Special situations and complex corporate scenarios
Our role is to bring clarity to options, test assumptions, and provide judgment that aligns with both near-term objectives and the client’s long-term trajectory.