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The Capstone team was extremely helpful


The insights the Capstone team developed and synthesized … moved the dial

Second Act Financial Services, LLC

The Capstone team tailored an engagement that hit the mark

SCF Solutions, LLC

The approach was not just about the financials but the cultural fit with our organization. When we are ready to consider other purchase opportunities …

Green Dot Limited

We are happy to have Capstone as our M&A advisor guiding us through the transaction. Their expertise, counsel and professionalism …

Madico, Inc.

Throughout the acquisition process, the Capstone team was instrumental as our guide, sounding board, and stabilizing force as negotiations proceeded

Computer Software Firm

We enjoyed a productive relationship with Capstone that culminated in the sale. The process went well

Nuvision CUSO Holdings, LLC

Capstone delivered an informative presentation on valuation at NACUSO and it had immediate application for our CUSOs. We engaged the Capstone team and then asked them to deliver another educational session …

Renovation Finance LLC

Capstone has played a huge part in our early success by helping identify and open doors with the right strategic partners. We appreciate the role the team has played in furthering our growth …

Mechanical Technology, Incorporated

Over the years, I’ve always enjoyed working with the Capstone team. Beyond prospect identification and prioritization, once you open the door with owners, I learn a lot through the meeting portion of the process …