Capstone Financial Group (San Jose) Overview

  • Service
  • Investment Bank
  • Founded
  • 1990
Founded
  • Serviced Companies
  • 29
  • Serviced Deals
  • 31
  • Serviced Investors
  • 8

Capstone Financial Group (San Jose) General Information

Description

Capstone Financial Group is an investment banking firm which provides financial advisory services to private middle-market companies. The firm offers clients mergers and acquisitions advisory, distressed advisory, restructuring services, valuations and fairness opinions and private placements of debt and equity. Capstone was founded in 1988 and operates from its head offices in San Jose, California.

Contact Information

Website
www.capfg.com
Year Founded
1990
Service Provider Type
Investment Bank
Primary Office
  • 6203 San Ignacio Avenue
  • Suite 110
  • San Jose, CA 95119
  • United States
+1 (669) 000-0000

Capstone Financial Group (San Jose) Services to Companies

Service on a Deal (31)

Company Name Service Provided Deal Date Deal Type Deal Amount
Powerflow Advisor: General Jun 2019 00000 0000000
0000000 0000000000 Advisor: General Jun 2018 00000 0000000
000000 00000 00000 Advisor: General Sep 2016 00000 0000000
000000 00000000000 Advisor: General Jul 2016 00000 0000000
00000000 Advisor: General Aug 2015 00000 0000000
0000-0000 Advisor: General Jun 2015 00000 0000000
0000000000 Advisor: General Mar 2015 00000 0000000
000000000 00000000 Advisor: General Jan 2015 00000 0000000
Vehicle Safety Manufacturing Advisor: General Oct 2014 00000 0000000
Ground Effects Advisor: General Jun 2012 00000 0000000
You’re viewing 10 of 31 services to companies. Get the full list »
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Capstone Financial Group (San Jose) Services to Investors

Service on a Deal — Buy Side (9)

Investor Name Service Provided Deal Date Deal Type Deal Amount
AutoLogue Computer Systems Advisor: General Jul 2016 00000 0000000
0000 0000000000000 Advisor: General Feb 2016 00000 0000000
0000000000 0000000 Advisor: General Oct 2013 00000 0000000
00000 0000 Advisor: General Oct 2013 00000 0000000
0000 0000000000000 Advisor: General Oct 2013 00000 0000000
000 0000000 00000 Advisor: General Nov 2001 00000 0000000
0000000 0000000 00 Advisor: General Oct 2000 00000 0000000
RectorSeal Advisor: General Jan 1999 00000 0000000
Automotive Accessories Group Advisor: General 00000 0000000
To view Capstone Financial Group (San Jose)’s complete services on a deal — buy side history, request access »

Service on a Deal — Sell Side (1)

Investor Name Service Provided Deal Date Deal Type Deal Amount
KLH Capital Advisor: General Mar 2011 00000 0000000
To view Capstone Financial Group (San Jose)’s complete services on a deal — sell side history, request access »

Capstone Financial Group (San Jose) Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Capstone Financial Group (San Jose) Team (9)

Name Title Deals Office Contact
Info
Carl Norman Managing Director San Jose, CA
M. Daniel Smith Founder & Managing Partner 00 San Jose, CA
Jennifer Amann Vice President & Controller San Jose, CA
Tim Yoder Director of Research San Jose, CA
Kimberley Elkins Vice President San Jose, CA
You’re viewing 5 of 9 team members. Get the full list »