Testimonial Category: stories


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

Ongoing Operations, LLC

I am most impressed with Capstone’s ability to adjust to our needs and deliver the next phase of growth tools. From the beginning they’ve helped drive the process of implementation …

Nuvision CUSO Holdings, LLC

Capstone delivered an informative presentation on valuation at NACUSO and it had immediate application for our CUSOs. We engaged John and the 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 …