Capstone Partners LLC

Capstone Partners LLC

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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

Middle Market M&A Valuations Index | Capstone Partners 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

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

Capstone Partners Recognized at 16th Annual Americas M&A Atlas Awards | Capstone Partners 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:

Capstone Partners Recognized at 16th Annual Americas M&A Atlas Awards | Capstone Partners 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

Tess Oxenstierna Named Investment Banker of the Year by Global M&A Network | Capstone Partners 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

Tess Oxenstierna Named Investment Banker of the Year by Global M&A Network | Capstone Partners Award Recognizes Outstanding Leaders and Dealmakers with Notable Impact on the Industry Boston, MA - Capstone Partners, a leading middle market

Middle Market Business Owners Survey - 2024 | Capstone Partners 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

Middle Market Business Owners Survey - 2024 | Capstone Partners Capstone's Middle Market Business Owners Survey Report shares insights from privately owned companies across the U.S.

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).

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.

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.

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.

M&A Activity In Over-Extended Cycle | Morning Trade Live| Schwab Network 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:

M&A Activity In Over-Extended Cycle | Morning Trade Live| Schwab Network “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...

How Fed rate cuts could impact M&A activity 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

How Fed rate cuts could impact M&A activity 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...

Huntington Commercial Bank on LinkedIn: Market Conditions and Upcoming Tax Changes: Is Your Business Succession… 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.

Huntington Commercial Bank on LinkedIn: Market Conditions and Upcoming Tax Changes: Is Your Business Succession… Save the date! Join Huntington Commercial Bank, Huntington Private Bank, and Capstone Partners for a discussion on evolving economic conditions, private…

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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