Page 115 - TACC 2025 Program

Capstone Partners is one of the largest and most active middle market investment banking firms in the
United States. Over the past 20 years, thousands of business owners, investors, and creditors have
trusted us to help guide their strategic decisions and maximize financial outcomes at every stage of the
corporate lifecycle.

MIDDLE FULL 12 TOP ESTABLISHED
MARKET SERVICE INDUSTRY RANKED BRAND
FOCUS CAPABILITIES GROUPS PERFORMANCE REPUTATION

Capstone Partners Management & Services Team Directory

Management Team Management Team Equity Capital Markets Financial Advisory Team

John Ferrara | Boston Rebecca Levesque | Boston Chris Hastings | New York
Head of Equity Capital Markets
Founder & President Head of Demand & Lead Generation [email protected] Jim Calandra | Dallas
[email protected] [email protected] 917-399-3528 Head of Financial Advisory Services
617-619-3325 617-619-3318 [email protected]
603-480-3329
Daniel McBroom | Denver Private Capital Markets
Shannon Cullen | Boston Head of Private Capital Markets
Chief Administrative Officer [email protected] Justin Gans | Denver
[email protected] 303-951-7128 Senior Director Brian Davies | Boston
617-619-3332 [email protected] Managing Partner
571-457-6726 [email protected]
Sarah Doherty | Boston 617-619-3328
Olivia Ferris | Denver Director of Market Intelligence
Chief Operating Officer [email protected] ESOP Advisory
[email protected] 617-619-3310 Jack Bradley | Boston
303-962-5772 Jay Powers | Georgia Managing Director
Charlotte Franson | Denver Head of ESOP Advisory [email protected]
[email protected]
Director of Operations 617-480-3329
Paul Janson | Denver [email protected] 678-520-4643
Co-Head of Investment Banking 303-809-8980
[email protected] Buy-Side M&A
303-887-0174 Harvey Mason | Houston
Debt Capital Advisory Kaity Templin | Boston Managing Director
Kenneth Wasik | New York Kent Brown | Denver Director [email protected]
617-619-3367
[email protected]
Co-Head of Investment Banking Head of Debt Advisory Group 412-215-8271
[email protected] [email protected]
917-434-6124 303-951-7127
Brent Krambeck | Chicago Infrastructure Finance Brian Pitera | Chicago
Managing Director
Mark Casper | Denver Managing Director Chris Smith | New York [email protected]
[email protected]
Chief Financial Officer Managing Director 312-833-8184
[email protected] 312-399-7977 [email protected]
303-531-4604 Brad Stewart | Boston 203-803-9404
Managing Director
[email protected] Special Situations David Rychalsky | Boston
Peter Asiaf | Boston 617-619-3334 Managing Director, Restructuring
Head of Business Development [email protected]
[email protected] Brad Harrop | Denver Jamie Lisac | Chicago 617-619-3329
617-619-3368 Director Head of Special Situations
[email protected] [email protected]
303-531-5007 312-925-6363
Brendan Burke | Denver Sheldon Stone | Detroit
Head of Sponsor Coverage Adam Morris | Denver Sunny Cheung | Los Angeles Managing Director
[email protected] Director Managing Director [email protected]
[email protected]
303-531-4603 [email protected] 313-929-1526
720-407-6270 917-488-6493
Boston - Headquarters Denver
176 Federal Street, 3 Floor w w w . c ap sto n e p ar tn e r s. c o m 1225 17 Street, Suite 750
rd
th
Boston, MA 02110 Denver, CO 80202
617-619-3300 303-572-6000
Internal Use