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capstonepartners.com

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Investments

6

Portfolio Exits

1

Partners & Customers

5

About Capstone Partners

Capstone Partners is a national investment banking firm dedicated to serving the corporate finance needs of middle market companies. They provide mergers & acquisition, private placement, corporate restructuring, and valuation advisory services to business owners, private equity firms, and lenders.

Capstone Partners Headquarter Location

176 Federal Street 3rd Floor

Boston, Massachusetts, 02110,

United States

617-619-3300

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Latest Capstone Partners News

Mizuho to Acquire Capstone Partners

Jan 11, 2022

January 11, 2022 18:00 ET New York, New York, UNITED STATES NEW YORK, Jan. 11, 2022 (GLOBE NEWSWIRE) -- Mizuho Americas today announced it has signed an agreement to acquire Capstone Partners, a leading independent, middle-market placement agent focused on fundraising and advisory services to private equity, credit, real assets, and infrastructure investment firms. Financial terms of the transaction are not disclosed. The deal is expected to close in the first half of 2022, subject to regulatory approvals. The deal underscores Mizuho Americas’ commitment to enhancing its investment bank offering and furthering the suite of solutions for clients in the alternative investment market, specifically financial sponsors. It also reinforces the bank’s leading capital raising and distribution capabilities through Capstone’s global network of more than 1,500 Limited Partners across the US, Europe, and Asia with expanded opportunities for cross-selling complementary investment banking solutions. “Financial sponsors are rapidly evolving beyond their traditional roles and expanding their lines of business,” said Shuji Matsuura, Chairman & CEO, Mizuho Americas. “Capstone is an excellent example of a firm that offers sponsor clients with a strategic value-add solution, which aligns well with our integrated and global coverage approach.” “Capstone has grown over the course of 20 years by helping our sponsor clients to build sophisticated private equity platforms with blue chip investors,” said Clay Deniger, Managing Partner and CEO of Capstone Partners. “Together with Mizuho, we will have a breadth of additional solutions to offer our clients, providing increased value and deepening already strong relationships.” Capstone was named 2021 “Best Placement Agent” by Private Equity Wire, following a year when its clients held closes totaling more than $10 billion in fund commitments. “Capstone is a strategic transaction for Mizuho and will provide an immediate impact on our business,” said Jerry Rizzieri, President and CEO of Mizuho Securities USA. “Our global investment and corporate banking capabilities, combined with their localized private capital raising expertise, will allow us to drive increased private equity fundraising results across geographies.” “This new partnership with Mizuho is a testament to both the quality of the team at Capstone and the common vision we share with Mizuho in supporting all elements of the sponsor relationship,” said Steve Standbridge, Managing Partner & President of Capstone Partners. In recent years, Mizuho has been expanding its investment and corporate banking franchise, leveraging its flagship investment grade bond and loan businesses to grow its non-investment grade and financial sponsors franchise, lead IPO and SPAC transactions, and provide M&A advisory services on notable transactions. “We have made great progress growing our financial sponsors franchise,” said Michal Katz, Head of Investment and Corporate Banking, Mizuho Americas. “Capstone is an entrepreneurial and innovative firm that complements our alternatives and private equity client base, financing solutions and culture.” Clay Deniger and Steve Standbridge will serve as Co-Heads of the Capstone Partners business within the Banking Americas division of Mizuho Americas. Debevoise & Plimpton served as legal advisor, PWC acted as transaction due diligence advisor, and Houlihan Lokey was the strategic advisor to Mizuho. Vinson & Elkins served as legal advisor to Capstone and Keefe, Bruyette & Woods, A Stifel Company, served as financial advisor to Capstone. About Mizuho Americas Mizuho Americas is a leading provider of a broad range of financial services, including Investment and corporate banking, lending, custody, treasury services, research and capital markets solutions. With professionals across the U.S., Canada, and Latin and South America, Mizuho Americas supports corporate clients, institutional investors, and public sector organizations by connecting local markets to a vast global network. To learn more about Mizuho Americas' business, values, and ethical commitments, and the entities it comprises, visit www.mizuhogroup.com/americas . ​ Mizuho Americas is an integral part of the Japan-based Mizuho Financial Group, Inc. (NYSE: MFG). Mizuho Financial Group is one of the largest financial institutions in the world, offering comprehensive financial and strategic services through its subsidiaries. The group has approximately 900 offices and 60,000 employees worldwide in nearly 40 countries throughout the Americas, EMEA, and Asia. As of December 31, 2020, its total assets were $2.1 trillion. Learn more about Mizuho Financial Group at www.mizuhogroup.com ​. About Capstone Partners Founded in 2001, Capstone Partners is a leading independent global placement agent focused on raising capital for private equity, credit, real asset and infrastructure firms. The Capstone team includes 40 experienced professionals on its global platform. For additional information about Capstone Partners, please visit www.csplp.com. For inquiries, please contact:

Capstone Partners Investments

6 Investments

Capstone Partners has made 6 investments. Their latest investment was in Nerdgames as part of their Seed VC on June 6, 2017.

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Capstone Partners Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

6/13/2017

Seed VC

Nerdgames

$1.15M

Yes

2

12/12/2016

Series B

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$99M

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10

11/21/2016

Series A

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$99M

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10

6/26/2014

Private Equity

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$99M

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10

10/25/2010

Series A

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$99M

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0

Date

6/13/2017

12/12/2016

11/21/2016

6/26/2014

10/25/2010

Round

Seed VC

Series B

Series A

Private Equity

Series A

Company

Nerdgames

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Amount

$1.15M

$99M

$99M

$99M

$99M

New?

Yes

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Co-Investors

Sources

2

10

10

10

0

Capstone Partners Portfolio Exits

1 Portfolio Exit

Capstone Partners has 1 portfolio exit. Their latest portfolio exit was Henley-Putnam University on July 21, 2017.

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

7/21/2017

Acquired

1

Date

7/21/2017

Exit

Acquired

Companies

Valuation

Acquirer

Sources

1

Capstone Partners Acquisitions

1 Acquisition

Capstone Partners acquired 1 company. Their latest acquisition was SagePoint Advisors on July 12, 2012.

Date

Investment Stage

Companies

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

Total Funding

Note

Sources

7/12/2012

$99M

Acquired

Date

7/12/2012

Investment Stage

Companies

Valuation

$99M

Total Funding

Note

Acquired

Sources

Capstone Partners Partners & Customers

5 Partners and customers

Capstone Partners has 5 strategic partners and customers. Capstone Partners recently partnered with DiSTI Corporation on January 1, 2017.

Date

Type

Business Partner

Country

News Snippet

Sources

1/31/2017

Client

DiSTI Corporation

United States

Dos Rios and Akoya funds DiSTI

Chicago , IL> -- January 31 , 2017 -- Capstone Partners LLC , a leading investment banking firm , announced that it has successfully advised The DiSTI Corporation on its partnership with Dos Rios Partners and Akoya Capital .

2

12/6/2013

Client

TCS

United States

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10

3/12/2007

Client

Hunt Energy Solutions

United States

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10

3/31/2006

Client

Radius Medical Technologies

United States

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10

Partner

SPP Capital

United States

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10

Date

1/31/2017

12/6/2013

3/12/2007

3/31/2006

Type

Client

Client

Client

Client

Partner

Business Partner

DiSTI Corporation

TCS

Hunt Energy Solutions

Radius Medical Technologies

SPP Capital

Country

United States

United States

United States

United States

United States

News Snippet

Dos Rios and Akoya funds DiSTI

Chicago , IL> -- January 31 , 2017 -- Capstone Partners LLC , a leading investment banking firm , announced that it has successfully advised The DiSTI Corporation on its partnership with Dos Rios Partners and Akoya Capital .

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Sources

2

10

10

10

10

Capstone Partners Team

8 Team Members

Capstone Partners has 8 team members, including current Founder, Chief Executive Officer, John Ferrara.

Name

Work History

Title

Status

John Ferrara

Deloitte, Atlas Advisors, Rodman & Renshaw, and Lehman Brothers

Founder, Chief Executive Officer

Current

Allen Proithis

Chief Executive Officer

Current

Mark Casper

Eide Bailly, and HBK CPAs

Chief Financial Officer

Current

Paul Janson

Chief Operating Officer

Current

Jordan Houtz

Silicon Valley Bank, and Wells Fargo & Company

Senior Vice President

Current

Name

John Ferrara

Allen Proithis

Mark Casper

Paul Janson

Jordan Houtz

Work History

Deloitte, Atlas Advisors, Rodman & Renshaw, and Lehman Brothers

Eide Bailly, and HBK CPAs

Silicon Valley Bank, and Wells Fargo & Company

Title

Founder, Chief Executive Officer

Chief Executive Officer

Chief Financial Officer

Chief Operating Officer

Senior Vice President

Status

Current

Current

Current

Current

Current

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