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.

 

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.

Specializations: Automotive Aftermarket, Recreation and Sporting Goods

dansmith@capfg.com