Capstone Partners LLC

Capstone Partners LLC Capstone Partners is one of the largest and most active investment banking firms in the U. For more information, visit www.capstonepartners.com.

S., specializing in M&A, debt and equity placement, and financial advisory services for middle market owners, investors, and creditors. The purpose of this page is to provide a glimpse into the culture at Capstone Partners. It is a place for us to share stories of what life is like as a member of the Capstone community. We often refer to ourselves as “a different kind of firm” and nowhere is that

more apparent than in our culture. Our goal is to be trusted partners; not only to our clients but to each other. Our culture internally of sharing, collaboration, and teamwork makes a real difference. No matter how large we get, spend some time with us and you’ll see instantly how much we care for one another, have fun together, and share a unified sense of purpose that truly sets us apart. We invite you to browse our collection of posts, photos and videos revealing what it is like to be a member of the Capstone Partners team. More About Capstone:

For over 20 years, Capstone Partners has been a trusted advisor to leading middle market companies, offering a fully integrated range of investment banking and financial advisory services uniquely tailored to help owners, investors, and creditors through each stage of the company's lifecycle. Capstone's services include M&A advisory, debt and equity placement, corporate restructuring, special situations, valuation and fairness opinions, and financial advisory services. Headquartered in Boston, the firm has 175+ professionals in multiple offices across the U.S. With 12 dedicated industry groups, Capstone delivers sector-specific expertise through large, cross-functional teams. Capstone is a subsidiary of Huntington Bancshares Incorporated (NASDAQ: HBAN).

Do you know what middle market companies are selling for in today's market? Access our updated Middle Market M&A Valuati...
04/07/2025

Do you know what middle market companies are selling for in today's market? Access our updated Middle Market M&A Valuations Index for detailed analysis of average EBITDA multiples across 12 major industries and our thoughts on the year ahead: https://hubs.la/Q03f-M2m0

Our Middle Market M&A Valuations Index examines EBITDA & revenue purchase multiples for middle-market companies in 2024 across 12 industries.

Kenny Green, Director within Capstone’s Consumer Investment Banking Group, has been named a Rising Star Dealmaker by Glo...
03/04/2025

Kenny Green, Director within Capstone’s Consumer Investment Banking Group, has been named a Rising Star Dealmaker by Global M&A Network.
Ken Wasik, Co-Head of Investment Banking at Capstone, commented, “This well-deserved honor is a testament to Kenny’s exceptional talent, dedication to clients, and deep retailing sector knowledge.
Read more about the recognition:

Boston, MA - Capstone Partners, a leading middle market investment banking firm, is pleased to share its recognition at the Global M&A Network’s 16th

We're proud to share that Tess Oxenstierna, Managing Director and Head of Capstone's Aerospace, Defense, Government & Se...
02/25/2025

We're proud to share that Tess Oxenstierna, Managing Director and Head of Capstone's Aerospace, Defense, Government & Security Group, has been named Investment Banker of the Year by the Global M&A Network.

With more than 35 years of experience in the defense space—spanning roles in government, corporate strategy, and investment banking—she brings deep domain insight to her work with clients and is an actively involved industry leader.

John Ferrara, Founder & President of Capstone Partners, said, “Tess is a highly respected leader within our firm and the industry; we’re proud to see this well-deserved recognition and have her represent Capstone amongst our peers. With Tess at the helm, Capstone’s Aerospace, Defense, Government & Security Group is a vibrant practice that has a prominent role in our strategic growth plans.”

Read more about this accomplishment: https://hubs.la/Q038dRJM0

Award Recognizes Outstanding Leaders and Dealmakers with Notable Impact on the Industry Boston, MA - Capstone Partners, a leading middle market

How are middle market business owners feeling about the  , M&A landscape, and areas of opportunity heading into 2025? Ac...
11/19/2024

How are middle market business owners feeling about the , M&A landscape, and areas of opportunity heading into 2025? Access insights from privately-owned companies across the U.S in our annual Middle Market Business Owners Survey Report: https://hubs.la/Q02YLGmk0

Capstone's Middle Market Business Owners Survey Report shares insights from privately owned companies across the U.S.

Professionals from Capstone’s Dallas office were proud to represent the firm at the 18th Annual C5 Texas Golf Outing, ho...
10/21/2024

Professionals from Capstone’s Dallas office were proud to represent the firm at the 18th Annual C5 Texas Golf Outing, hosted by former Dallas Cowboys star safety Darren Woodson.

C5 Texas has been helping young people develop leadership, communication, and problem-solving skills to reach their highest potential since 2003.

Harvey Mason, Justin O’Malley, Stephen Short, and Ray McCormick from Capstone Partners were joined by Houston Duncan (Tartan Capital), John Kaserman (Breck Partners), and Justin Shelton (Ferguson Braswell Fraser Kubasta PC).

Congratulations to Max Morrissey, Vice President in Capstone's Market Intelligence Group, on being named an Emerging Lea...
10/10/2024

Congratulations to Max Morrissey, Vice President in Capstone's Market Intelligence Group, on being named an Emerging Leader by The M&A Advisor at the organization's annual Leadership in Dealmaking Summit.

Congratulations to Anne Griffin, Vice President of Capstone's Demand & Lead Generation Group, on being named an Emerging...
10/09/2024

Congratulations to Anne Griffin, Vice President of Capstone's Demand & Lead Generation Group, on being named an Emerging Leader by The M&A Advisor at the organization's annual Leadership in Dealmaking Summit.

Congratulations to Kenny Green, Director in Capstone's Consumer Investment Banking Group, on being named an Emerging Lea...
10/08/2024

Congratulations to Kenny Green, Director in Capstone's Consumer Investment Banking Group, on being named an Emerging Leader by The M&A Advisor at the organization's annual Leadership in Dealmaking Summit.

Capstone Partners Founder & President John Ferrara sat down with Schwab Network this week, sharing insight on how Federa...
09/25/2024

Capstone Partners Founder & President John Ferrara sat down with Schwab Network this week, sharing insight on how Federal interest rate cuts directly impact the M&A landscape—a development that bodes well for CEO confidence, transaction volume, the cost of capital, and valuations.

Watch the full segment for more:

“We are in an over-extended cycle” for M&A, says John Ferrara, with both targets and acquirers starved for growth. He focuses on smaller deals, with less risk of antitrust regulation, but says risk appetite has cooled significantly across the board.&a...

"All the fundamental demographics are in place for this bottle to be uncorked," said Capstone Partners Founder & Preside...
09/24/2024

"All the fundamental demographics are in place for this bottle to be uncorked," said Capstone Partners Founder & President John Ferrara, speaking to Yahoo Finance yesterday about the anticipated resurgence in M&A activity.

Watch the segment to see what John shared about CEO sentiment, the potential impact of Federal interest rate cuts on the M&A markets, and valuations in the middle market: https://hubs.la/Q02Q_ffK0

When it comes to merger and acquisition (M&A) activity Capstone Partners founder and president John Ferrara says "We are in an abnormally prolonged M&A down cycle." At this point, he doesn't expect M&A activity in 2024 to be able to catch up to that of 2021, when there was a backlog due to the COVID...

Join Capstone Partners, Huntington Commercial Bank, and Huntington Private Bank, for a discussion on evolving economic c...
09/20/2024

Join Capstone Partners, Huntington Commercial Bank, and Huntington Private Bank, for a discussion on evolving economic conditions, private company valuations, and tax and legal shifts impacting business owners’ exit strategies. Member FDIC.

Save the date! Join Huntington Commercial Bank, Huntington Private Bank, and Capstone Partners for a discussion on evolving economic conditions, private…

Address

176 Federal Street, 3rd Floor
Boston, MA
02110

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+16176193300

Alerts

Be the first to know and let us send you an email when Capstone Partners LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Capstone Partners LLC:

Share