Capstone’s people offer as high a level of experience as you’ll find in the largest investment banks. But most of our principals also offer expertise beyond just buying, selling and funding businesses. As former business owners and entrepreneurs, they’re experienced in running them. So you can be confident that Capstone will intimately understand your situation and the challenges you face.
M. Daniel Smith
President
Unique among investment bankers, Dan brings considerable hands-on experience as a highly successful entrepreneur. Prior to founding Capstone, he owned, operated, built and sold several substantial enterprises, including Genesis Travel Group. Starting with just 2 employees, he built that company into the Southeast’s largest travel organization with 42 offices in 7 states and 294 employees producing $78 million in annual sales.
With 22 years experience in Mergers and Acquisitions, as well as all aspects of corporate management, Dan serves as a frequent consultant to Government and Industry. He is also a nationally recognized authority in the Automotive Aftermarket industry. Dan graduated Cum Laude, Phi Beta Kappa from Davidson College with a B.A. degree in Economics, and received an M.B.A. degree in Finance from Duke University.
Dan holds his FINRA Series 79 and 63 securities licenses.
Specializations: Automotive Aftermarket, Recreation and Sporting Goods
smith@capfg.com
Graham Payne
Managing Director
Graham has more than 10 years of experience providing financial and strategic advisory services to management teams, boards of directors and business owners of middle-market companies, including: exclusive sale assignments, corporate divestitures, recapitalizations, strategic acquisitions, assessments of strategic alternatives and financial restructurings.
Prior to joining Capstone, Graham was Director of Research for M-CAM, a leading intellectual property valuation and strategy firm. His extensive finance and intellectual property expertise have served clients ranging from Fortune 50 companies to world-renowned athletes. Graham received his B.A. from the University of Virginia and his M.B.A. from the Darden School at the University of Virginia.
gpayne@capfg.com
Mike Nelson
Senior Associate
Mike joined Capstone in 1999 after working with Lazard Frères & Co. in New York City. Now with more than a decade of experience in investment banking, he has extensive expertise in deal support and marketing. He is responsible for the creation and editing of the firm’s memorandums, and he manages the information and document flow during the deal process utilizing Capstone’s unique online data room.
mnelson@capfg.com
Jennifer Amann
Corporate Controller
Jennifer has more than 18 years of experience in Administrative Office Management and Accounting across a broad range of industries, including Resort and Hospitality Management, Property Management, Medical Offices, Import/Export, HVAC and Investment Banking. A seasoned international traveler, Jennifer received two B.S. degrees from Vanderbilt University in Mathematics and
Anthropology.
jamann@capfg.com
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