Stage

Reverse Merger

Portfolio Exits

1

Investments

2

Funding, Valuation & Revenue

1 Fundings

Capstone Financial Group's latest funding round was a IPO for on August 27, 2013.

Date

Round

Amount

Investors

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Revenue

Sources

8/27/2013

IPO

$XXM

0

FY undefined

1

Date

8/27/2013

Round

IPO

Amount

Investors

Valuation

$XXM

Revenue

0

FY undefined

Sources

1

Start free trial
New call-to-action

Capstone Financial Group Investments

2 Investments

Capstone Financial Group has made 2 investments. Their latest investment was in Twinlab Consolidated Corporation as part of their Unattributed - II on June 12, 2014.

CBI Logo

Capstone Financial Group Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

6/12/2014

Unattributed - II

Twinlab Consolidated Corporation

$57M

No

1

1/22/2014

Unattributed

Subscribe to see more

$XXM

Subscribe to see more

10

Date

6/12/2014

1/22/2014

Round

Unattributed - II

Unattributed

Company

Twinlab Consolidated Corporation

Subscribe to see more

Amount

$57M

$XXM

New?

No

Subscribe to see more

Co-Investors

Sources

1

10

Capstone Financial Group Portfolio Exits

1 Portfolio Exit

Capstone Financial Group has 1 portfolio exit. Their latest portfolio exit was Twinlab Consolidated Corporation on September 17, 2014.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

9/17/2014

Reverse Merger

$XXM

2

Date

9/17/2014

Exit

Reverse Merger

Companies

Valuation

$XXM

Acquirer

Sources

2

New call-to-action

Compare Capstone Financial Group to Competitors

Generational Group Logo
Generational Group

Generational Consulting Group provides mergers and acquisitions (M&A) advisory services within the financial sector. It offers services including business exit planning, valuation, capital markets advisory, growth consulting, wealth advisory, and digital services, to assist in the buying and selling of businesses. It serves privately-held businesses that are looking to exit and maximize their business valuation. It was founded in 1987 and is based in Richardson, Texas.

William Blair Logo
William Blair

William Blair operates as a partnership focusing on investment banking, investment management, and private wealth management. The company provides services including financial advisory, capital raising, and portfolio management, along with equity research and market analysis. William Blair serves clients in the financial services sector, offering strategies and solutions to address needs. It was founded in 1935 and is based in Chicago, Illinois.

Baird Logo
Baird

Baird focus in wealth management, investment banking, asset management, and private equity. The company provides services such as financial planning and investment strategies for individuals and families, corporate finance and capital markets services for businesses, and asset management for institutional clients. Baird serves individuals, families, corporations, and institutional investors globally. It was founded in 1919 and is based in Milwaukee, Wisconsin.

Cascadia Capital Logo
Cascadia Capital

Cascadia Capital operates as an investment bank that provides strategic partnerships and financial advisory services. The company serves both private and public growth companies, as well as financial sponsors. It operates in various industries, including business services, consumer & retail, energy & applied technology, food, beverage & agribusiness, healthcare, industrials, and technology. It was founded in 1999 and is based in Seattle, Washington.

L
LionTree

LionTree operates as an investment and merchant bank focused on technology, media, telecommunications (TMT), consumer, and creative industries. The company offers mergers and acquisitions (M&A) advisory, capital markets solutions, and asset management services. It was founded in 2012 and is based in New York, New York.

R
Raymond James Bank

Raymond James Bank is a financial institution that provides banking services. The company offers products including mortgages, securities based lending, corporate and commercial banking, and deposit accounts. It is based in Saint Petersburg, Pennsylvania.

Loading...

CBI websites generally use certain cookies to enable better interactions with our sites and services. Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. You can read more about your cookie choices at our privacy policy here. By continuing to use this site you are consenting to these choices.