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Testimonials and Case Studies



"We are happy to have Capstone as our M&A advisor guiding us through the transaction. Their expertise, counsel and professionalism were instrumental in putting together the deal."

Ketan Patel
CEO Green Dot

"In line with PSCU's culture, Capstone provides a high level of service and customized experience. We would not get the same type of connection and intimacy from a large consultancy. We appreciate our close working relationship, Capstone's understanding of the marketplace and professionalism."

Vel Davidov
SVP, PSCU

"Throughout the acquisition process, the Capstone team was instrumental as our guide, sounding board, and stabilizing force as negotiations proceeded…I'm confident that the deal would not have been completed without their insight and involvement."

Paul Moynihan
CFO, Madico

"Throughout every step of the process, Capstone worked diligently to address key challenges, and, most importantly, actively listened to uncover important issues on both sides. They certainly helped forge a positive relationship between our organizations and I'm excited about our opportunities to grow together in the future."

David Bryant
President, VDI

"Consultants tend to be 'one and done.' They'll come in to deal with a specific problem, deliver a list of bullet points and leave you to figure it out…Capstone is quite different. 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, integrating the overall strategy into the company's day-by-day operations."

Kirk Drake
CEO, Ongoing Operations

"The approach was not just about the financials but the cultural fit with our organization. When we are ready to consider other purchase opportunities, Capstone will be the first company we call."

Bonnie Ciuffo
President, South Carolina
Financial Solutions


Becoming the Number One Call Center for Credit Unions


"Capstone was the first name that came to mind when we started discussing reviewing our proactive acquisition strategy."

Finding the Right Equation for Successful M&A


Explore how with Capstone's guidance, SCFS enhanced its comprehensive benefit solutions business by acquiring Innova Plan Strategies.

Selected Clients


Capstone has worked with domestic and international firms in a wide range of service and manufacturing industries. Our clients include middle market companies as well as Fortune 500 corporations and family-owned firms. Here are just a few of our clients.

Deals in the News


Capstone Strategic Guides Immanuel on "Not-for-Sale" Acquisition of Senior Living Community Clark Jeary
Capstone Strategic Guides Acquisition of VDI by Japan's Lintec USA
Capstone Advises Kinetrex Energy Exploration & Production in Acquiring Oil Assets in Knox County, Indiana from Trey Exploration
Capstone Advises Green Dot of Trinidad and Tobago in Transaction with One Caribbean Media
Capstone Guides South Carolina Financial Solutions' Acquisition of Innova Plan Strategies
Capstone Builds Michelman-Maruyoshi Chemical Joint Venture
Capstone Guides Human Arc's Acquisition of L&S Associates
Capstone Announces Proaxis Therapy's Acquisition of Balanced Physical Therapy
Capstone Announces Ongoing Operations' Acquisition of Cloudworks
Capstone Guides ATW Companies' Acquisition of Metalform
Capstone Guides Michelman's Acquisition of Clariant's Licomer Floor Polish Business
Capstone Guides Proaxis/Howard Head in Acquisition of Alpine Physical Therapy and Wellness (Alpine PT)
Capstone Guides Proaxis Therapy in Acquisition of Major League Physical Therapy
Capstone Advises Ongoing Operations on Acquisition of Teneros
Capstone Announces Merger of F.L. Smithe Machine Co. and PCMC
Quirt LLC Uses Capstone's Proprietary Process to Acquire Majority Interest of GoSystems
NGEN Managing Principal Terry Speigner Acquires Stake in Firm
Viega, Inc. Acquires Vanguard Piping Systems and Midtec, Inc.
Proxtronics Sells Dosimetry Assets to Global Dosimetry Solutions
Mittler Bros. Machine & Tool Acquires Tanner Racing Products, Inc.
Thai Union International Acquires Empress International, Ltd.
ATW Companies Acquires Metal Injection Molding Capabilities

Let's Talk Growth

Are you looking to move your company to the next level? For more information on Capstone's proactive growth and strategic mergers and acquisitions solutions call 703-854-1910.