Capstone Financial Group, Inc.

6203 San Ignacio Avenue, Suite 110,
San Jose, California 95119
United States
(669) 200-4670
www.capfg.com
contact@capfg.com

Capstone Financial Group, Inc. is an investment banking firm that caters to middle market companies. Capstone assists with sales, recapitalizations, management buyouts, corporate divestitures, bankruptcy restructurings, and post-sale transitions. The Firmâ€™s sector experience includes automotive, building materials, business services, chemicals, consumer products/services, distribution, electronics, engineering, machinery, and manufacturing. Capstone was formed in 1989 and is based in San Jose, California.

M&A Advisory Summary

Buyside vs Sellside

Year	≤ '20	'21	'22	'23	'24	'25	T
Buyside (0.2/yr)	2	-	1	-	-	-	3
Sellside (0.0/yr)	7	-	-	-	-	-	7
							10

Most Recent

Target Company	Date	Value	Type
Sign-up to View	2022-10-10	-	Financial Services
Sign-up to View	2013-10-04	-	Engineering
Sign-up to View	2013-06-13	-	Automotive
Sign-up to View	2012-07-04	-	Automotive
Sign-up to View	2012-04-03	-	Manufacturing
Sign-up to View	2010-11-29	-	Manufacturing
Sign-up to View	2010-08-19	-	Machinery
Sign-up to View	2009-04-02	-	Manufacturing
Sign-up to View	2008-07-14	-	Automotive
Sign-up to View	2004-06-25	-	Automotive
View All >>

Sector Experience

Sector		#	Value
Automotive		Sign-up to View
Manufacturing		Sign-up to View
Engineering		Sign-up to View
Financial Services		Sign-up to View
Machinery		Sign-up to View
Total		Sign-up to View

Geo Experience

State/Country		#	Value
United States		Sign-up to View
Canada		Sign-up to View
Domestic		Sign-up to View
Cross-border		Sign-up to View
Total		Sign-up to View

Transaction Type Experience

Type		#	Value
Add-on Acquisition		Sign-up to View
Divestiture		Sign-up to View
Total		Sign-up to View

Top M&A Clients

Corporate (11)	Deals
Sign-up to View	1
Sign-up to View	1
Sign-up to View	1

Advisor Summary

Size

Boutique

Established

1989

Ownership

Independent

Type

Generalist