Capstone Partners Announces Newly Formed Buy-Side M&A Advisory Group
Rhea-AI Summary
Capstone Partners has launched its new Buy-Side M&A Advisory Group, appointing Kaity Templin as Director on the Sponsor Coverage Team to lead the initiative. The group will provide outsourced corporate development solutions and buy-side M&A retained search services, with a focus on add-on acquisition searches for sponsor-backed platforms.
The service pairs each retained search engagement with a sector-focused M&A banking expert, ensuring market-informed processes. The group comprises professionals experienced in industry research, company valuation, modeling, and financial statement analysis. This expansion is part of Capstone's 2025 strategy, working alongside their Business Development Team, Corporate Financing Groups, and senior M&A advisors.
The initiative responds to increased add-on activity in challenging market conditions, as sponsors focus on growing existing portfolios through strategic tuck-in acquisitions. Capstone plans significant team growth to achieve market leadership in this segment.
Positive
- Strategic expansion into buy-side M&A advisory services, diversifying revenue streams
- Integration with existing services creating comprehensive offering for private equity clients
- Positioned to capitalize on increasing add-on acquisition activity in private equity sector
Negative
- Significant investment required in team growth and development
- Entering a competitive market segment with established players
News Market Reaction
On the day this news was published, HBAN declined 0.84%, reflecting a mild negative market reaction.
Data tracked by StockTitan Argus on the day of publication.
Additional, specialized Sponsor Coverage professionals introduce dedicated Buy-Side M&A advisory to Capstone's fully integrated suite of services.
Fully equipped to provide buy-side M&A retained search services, the Group has a specialized focus on add-on acquisition searches for sponsor-backed platforms. As the M&A market becomes increasingly competitive at the platform level and highly fragmented industries are continuously targeted, Capstone anticipates that the private equity community will continue to pursue buy-and-build strategies to create value within their existing portfolios.
Capstone leverages its scale and industry depth by pairing each retained search engagement with a dedicated sector-focused M&A banking expert to provide insight and guidance on the current dealmaking environment. This integrated and relationship-oriented approach ensures a market-informed process from beginning to end.
The Group is comprised of professionals with strong experience in a variety of specialties ranging from industry research, company valuation, modeling, and financial statement analysis, to performing retained search outreach and relationship management. The growth of the team is a significant priority within the firm's 2025 strategy, solidifying its commitment to expanding capabilities and serving clients throughout the full scope of the business lifecycle.
Capstone's Sponsor Coverage Group collaborates closely with the firm's Business Development Team, Corporate Financing Groups (Equity Capital Advisory and Debt Capital Advisory), and senior M&A advisors to provide a fully integrated function that complements its current service offerings to the private equity and corporate community.
Templin, who joined Capstone Partners from Copper Run, commented, "Due to challenging market conditions, we've seen a significant uptick in add-on activity over the last year and a half as sponsors have focused internally, growing their existing portfolios through smaller strategic tuck-in acquisitions. As the M&A market rebounds and more deals come to market, we expect private equity firms to continue to underwrite add-on M&A activity into their strategy to offset high platform valuations."
Brendan Burke, Head of Sponsor Coverage at Capstone Partners, added, "At Capstone, we are building a full-service investment banking and capital solutions offering for private companies and private equity investors. With the launch of this Buy-Side Advisory practice, we see a huge opportunity to partner with our Sponsor and Corporate clients to scale their platform investments. Pairing the product expertise in Buy-Side outreach with the bench of vertical specialists that we have spent the last 20 years assembling is a compelling and differentiated offering in middle market investment banking. We plan to grow this team considerably in the coming years to a position of market leadership."
ABOUT CAPSTONE PARTNERS
For over 20 years, the firm has been a trusted advisor to leading middle market companies, offering a fully integrated range of investment banking and financial advisory services uniquely tailored to help owners, investors, and creditors through each stage of the company's lifecycle. Capstone's services include M&A advisory, debt and equity placement, corporate restructuring, special situations, valuation and fairness opinions, and financial advisory services. Headquartered in
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SOURCE Capstone Partners
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