As the founder/owner of several companies ranked on the Inc. 500 list of America's fastest-growing privately held companies, including a diversified $78 million company with eight subsidiaries in seven states, Dan’s success in business growth and strategic acquisitions attracted numerous small- to medium-sized investment banks. But none offered the real-life business experience, operational expertise or industry knowledge required to meet his needs. Surveying his business owner peers, Dan learned many shared his frustration.

Seeing an opportunity, Dan set out to create an investment banking firm that offered middle market companies the financial help they needed coupled with business savvy and sensitivity. Several months later, Capstone Financial Group was born.

Today Capstone offers owners of middle market companies a team of seasoned investment banking professionals with a unique understanding of business issues and concerns. In fact, most are former business owners themselves. So unlike other investment banking firms, we can offer practical advice and guidance for achieving your goals—whether it’s obtaining capital to grow, selling your company, making a strategic acquisition, or determining the future course of your business.