Whatever you call upon us to do, you can be assured that we will rigorously pursue your interests with complete transparency and personal, high-level attention and guidance every step of the way. More, we’ll mobilize our far-reaching pool of contacts and resources on your behalf. And we''ll work tirelessly and intelligently to achieve successful completion.

Private Company Sales 

Capstone’s unique process is designed to deliver the maximum price for private company owners wishing to sell. Plus, by identifying the potential bumps ahead, our proactive troubleshooting will keep your deal on track—and ensure you’re justly rewarded for what you’ve built.

Recapitalization

A distinct variation of the above process, a “recap” involves the sale of a majority interest in a company, with the seller retaining a sizeable ownership stake. This type of transaction has become immensely popular, allowing company owners to receive substantial liquidity but use “other people’s money” for growth, acquisitions, research and development. As the company then grows in value via increased sales and other acquisitions, the owner's equity stake increases in value accordingly. When the company reaches the proper critical mass and is sold again, the owner’s “second bite of the apple” could be larger than his first.

Management Buyouts

Capstone is often called upon to help management groups leverage their experience and positions to gain majority control of their employer and/or the funds to accelerate growth, without incurring excessive debt burden.  We provide the balance sheet analysis, strategic guidance and connections with funding sources to provide a sound and solid platform for achieving business success moving forward under new ownership.

Corporate Divestitures

Looking to sell off a portfolio company or product line? Capstone can provide maximum shareholder value with total and absolute discretion. And we can manage the entire process for you, from finding buyers to negotiating final terms of the sale.

Private Placements of Equity & Debt

Whether you’re looking to grow by capital investment or strategic acquisition, Capstone can help you obtain the capital you need. What’s more, we’ll leverage our vast database of known funding sources and our expertise in market conditions and timing to secure that capital on the best possible terms.

Buy Side Advisory

We help companies focus their efforts at every stage of the process—from identifying broad market opportunities and funding sources to specific companies ripe for acquisition. We also provide the in-depth analysis and valuation to help you price opportunities sensibly and structure transactions wisely.

 

Capstone Financial Group
Portfolio Investments