Capstone Partners

Boston, United States Founded: 2001 • Age: 25 yrs Acquired By Huntington National Bank
Investment banking services are offered to US-based businesses.

About Capstone Partners

Capstone Partners is a Financial Services company based in Boston (United States) founded in 2001 by John Ferrara, and was acquired by Huntington National Bank in March 2022. Investment banking services are offered to US-based businesses. The company has 61 employees. Its chief executive, as recorded, is John Ferrara. Its website capstonepartners.com draws about 37 thousand monthly visits. Its focus areas include Investment Industry, Investment Banks and IBs.

Company details

Capstone Partners was established in 2001 and is headquartered in Boston, United States. Operations center on investment banking within the financial services sector, with a primary focus on advising US-based businesses. Services encompass mergers and acquisitions, capital raising, and strategic advisory for middle-market companies across various industries. The firm is led by a team of directors and managing directors experienced in domestic transactions.

Operational Areas
Key Metrics

Investors in Capstone Partners

Capstone Partners has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Huntington National Bank.

All
Institutional
InvestorDescriptionFounded YearDomainLocation
Commercial banking services are provided across the United States.
1866huntington.comShelton, United States
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People of Capstone Partners

35 people are tracked at Capstone Partners (34 in leadership, 1 in board & advisors); the tracked headcount is 61.

NameRoleGroup
John Ferrara
Founder & CEOLeadership
Adrian E Urgena
DirectorLeadership
Alex Alekseev
DirectorLeadership
Justin Gans
Senior DirectorLeadership
Michael Grant
DirectorLeadership
Christopher Smith
Managing DirectorLeadership
Olivia Ferris
Chief Operating OfficerLeadership
Ren Nebel
Managing DirectorLeadership
Justin O'Malley
DirectorLeadership
Jamie Lisac
Managing DirectorLeadership
Mark Casper
CFOLeadership
Paul Janson
COOLeadership
Brendan Burke
Head, Sponsor CoverageLeadership
Peter Asiaf
Head, Business DevelopmentLeadership
Brian Davies
Managing PartnerLeadership
Daniel McBroom
Head, Private Capital MarketsLeadership
Jim Calandra
Head, Financial Advisory ServicesLeadership
Rebecca Levesque
Director, MarketingLeadership
Sarah Doherty
VP, ResearchLeadership
Brian Boyle
Managing DirectorLeadership

15 more people are available in the full profile.

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Timeline of Capstone Partners

2 dated milestones of Capstone Partners across 21 years, from founding to its latest funding, stage changes and deals.

  1. Founded Capstone Partners is founded.
  2. Exit Acquired by Huntington National Bank.

Web traffic of Capstone Partners

The website of Capstone Partners (capstonepartners.com) receives about 36.9K visits a month.

  • Monthly visits
    36.9K
Similar websites

Websites whose visitors overlap most with Capstone Partners. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
srsacquiom.com
100%
69.9K#369,427View details
portagepointpartners.com
99%
14.8K#1,641,632View details
wallstreetoasis.com
99%
#16,283View details
rlhulett.com
rlhulett.com
98%
#4,050,594–
dadavidson.com
97%
70.6K#470,882View details
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
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Top companies in Investment Banks

3 companies that operate in the same segment as Capstone Partners (Investment Banks) in United States, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Investment banking services are delivered across multiple financial sectors.
1869New York, New York, United StatesUSD 126.21 B46,500
Comprehensive financial services are provided to corporations and individuals.
1799New York, New York, United StatesUSD 42.22 M
Wealth management, investment advisory, and financial services are provided.
1935New York, New York, United StatesUSD 7.55 MUSD 119.72 B80,000
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Related news about Capstone Partners

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Frequently Asked Questions about Capstone Partners

Capstone Partners was founded in 2001.

Capstone Partners is headquartered in Boston, United States. It is registered at Boston, Massachusetts, United States.

John Ferrara is the CEO of Capstone Partners, as recorded in our data. They have also founded this company.

Capstone Partners has 61 employees.

Capstone Partners was established in 2001 and is headquartered in Boston, United States. Operations center on investment banking within the financial services sector, with a primary focus on advising US-based businesses. Services encompass mergers and acquisitions, capital raising, and strategic advisory for middle-market companies across various industries. The firm is led by a team of directors and managing directors experienced in domestic transactions.

Capstone Partners has 1 investor. Key investors include Huntington National Bank.

Yes. Capstone Partners was acquired by Huntington National Bank in March 2022.

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