Capstone Partners Announces Newly Formed Buy-Side M&A Advisory Group
Capstone Partners has launched its new Buy-Side M&A Advisory Group, appointing Kaity Templin as Director on the Sponsor Coverage Team to lead the initiative. The group will provide outsourced corporate development solutions and buy-side M&A retained search services, with a focus on add-on acquisition searches for sponsor-backed platforms.
The service pairs each retained search engagement with a sector-focused M&A banking expert, ensuring market-informed processes. The group comprises professionals experienced in industry research, company valuation, modeling, and financial statement analysis. This expansion is part of Capstone's 2025 strategy, working alongside their Business Development Team, Corporate Financing Groups, and senior M&A advisors.
The initiative responds to increased add-on activity in challenging market conditions, as sponsors focus on growing existing portfolios through strategic tuck-in acquisitions. Capstone plans significant team growth to achieve market leadership in this segment.
Capstone Partners ha lanciato il suo nuovo Gruppo di Consulenza M&A per il Buy-Side, nominando Kaity Templin come Direttore del Team di Copertura per gli Sponsor per guidare l'iniziativa. Il gruppo fornirà soluzioni di sviluppo aziendale esternalizzate e servizi di ricerca per M&A sul buy-side, con un focus sulle ricerche di acquisizioni add-on per piattaforme supportate da sponsor.
Il servizio abbina ogni incarico di ricerca mantenuta con un esperto di bancario M&A focalizzato nel settore, garantendo processi informati dal mercato. Il gruppo è composto da professionisti esperti in ricerca di settore, valutazione di aziende, modellazione e analisi dei bilanci. Questa espansione fa parte della strategia di Capstone per il 2025, collaborando con il loro Team di Sviluppo Commerciale, Gruppi di Finanziamento Aziendale e consulenti M&A senior.
L'iniziativa risponde a un aumento dell'attività di add-on in condizioni di mercato difficili, mentre gli sponsor si concentrano sulla crescita dei portafogli esistenti attraverso acquisizioni strategiche. Capstone prevede una crescita significativa del team per raggiungere la leadership di mercato in questo segmento.
Capstone Partners ha lanzado su nuevo Grupo de Asesoría de M&A para el Buy-Side, nombrando a Kaity Templin como Directora del Equipo de Cobertura de Patrocinadores para liderar la iniciativa. El grupo proporcionará soluciones de desarrollo corporativo externalizadas y servicios de búsqueda de M&A por encargo, con un enfoque en búsquedas de adquisiciones adicionales para plataformas respaldadas por patrocinadores.
El servicio empareja cada compromiso de búsqueda retenida con un experto en banca de M&A enfocado en el sector, asegurando procesos informados por el mercado. El grupo está compuesto por profesionales con experiencia en investigación de la industria, valoración de empresas, modelado y análisis de estados financieros. Esta expansión es parte de la estrategia de Capstone para 2025, trabajando junto a su Equipo de Desarrollo Comercial, Grupos de Financiamiento Corporativo y asesores senior de M&A.
La iniciativa responde al aumento de la actividad de adquisiciones adicionales en condiciones de mercado desafiantes, mientras que los patrocinadores se centran en hacer crecer carteras existentes a través de adquisiciones estratégicas. Capstone planea un crecimiento significativo del equipo para lograr liderazgo en este segmento de mercado.
Capstone Partners는 새로운 매수측 M&A 자문 그룹을 출범하며, 카이티 템플린을 스폰서 커버리지 팀의 이사로 임명하여 이니셔티브를 이끌도록 했습니다. 이 그룹은 외부 기업 개발 솔루션과 매수측 M&A 전담 검색 서비스를 제공하며, 스폰서 지원 플랫폼에 대한 추가 인수 검색에 중점을 둡니다.
이 서비스는 각 전담 검색 참여를 산업 중심의 M&A 은행 전문가와 연결하여 시장에 기반한 프로세스를 보장합니다. 이 그룹은 산업 연구, 기업 가치 평가, 모델링 및 재무 보고서 분석에 경험이 있는 전문가들로 구성되어 있습니다. 이번 확장은 Capstone의 2025 전략의 일환으로, 비즈니스 개발 팀, 기업 자금 조달 그룹 및 수석 M&A 자문과 함께 작업합니다.
이번 이니셔티브는 어려운 시장 상황 속에서 추가 인수 활동이 증가하는 데 대응하며, 스폰서들이 전략적 인수 through 기존 포트폴리오의 성장을 집중합니다. Capstone은 이 분야에서 시장 리더십을 달성하기 위해 팀을 대폭 성장시킬 계획입니다.
Capstone Partners a lancé son nouveau Groupe de Conseil M&A pour le Buy-Side, en nommant Kaity Templin en tant que Directrice de l'Équipe de Couverture des Sponsors pour diriger l'initiative. Le groupe fournira des solutions de développement d'entreprise externalisées et des services de recherche en M&A pour le buy-side, en se concentrant sur les recherches d'acquisitions additionnelles pour des plateformes soutenues par des sponsors.
Le service associe chaque engagement de recherche retenue à un expert en banque d'affaires M&A spécialisé dans le secteur, garantissant des processus informés par le marché. Le groupe se compose de professionnels expérimentés en recherche sectorielle, évaluation d'entreprises, modélisation et analyse des états financiers. Cette expansion fait partie de la stratégie de Capstone pour 2025, en collaboration avec leur Équipe de Développement Commercial, Groupes de Financement d'Entreprise et conseillers M&A seniors.
L'initiative répond à une augmentation de l'activité d'add-on dans des conditions de marché difficiles, alors que les sponsors se concentrent sur la croissance des portefeuilles existants par le biais d'acquisitions stratégiques. Capstone prévoit une croissance significative de l'équipe pour atteindre une position de leader sur ce segment de marché.
Capstone Partners hat seine neue Buy-Side M&A Beratungsgruppe gestartet und Kaity Templin als Direktorin im Sponsor Coverage Team ernannt, um die Initiative zu leiten. Die Gruppe wird externe Lösungen für die Unternehmensentwicklung sowie Dienstleistungen für die Suche im Buy-Side M&A anbieten, wobei der Fokus auf Add-On-Akquisitionen für sponsorunterstützte Plattformen liegt.
Der Dienst koppelt jede beauftragte Suchanfrage mit einem sektoralen M&A-Banking-Experten, um marktgerechte Prozesse zu gewährleisten. Die Gruppe besteht aus Fachleuten mit Erfahrung in der Branchenforschung, Unternehmensbewertung, Modellierung und Analyse von Finanzberichten. Diese Expansion ist Teil der Strategie von Capstone für 2025 und arbeitet eng mit ihrem Geschäftsentwicklungsteam, Unternehmensfinanzierungsgruppen und senioren M&A-Beratern zusammen.
Die Initiative reagiert auf die steigende Aktivität von Add-Ons unter schwierigen Marktbedingungen, da sich Sponsoren auf das Wachstum bestehender Portfolios durch strategische Zukäufe konzentrieren. Capstone plant ein signifikantes Wachstum des Teams, um eine Marktführerschaft in diesem Segment zu erreichen.
- Strategic expansion into buy-side M&A advisory services, diversifying revenue streams
- Integration with existing services creating comprehensive offering for private equity clients
- Positioned to capitalize on increasing add-on acquisition activity in private equity sector
- Significant investment required in team growth and development
- Entering a competitive market segment with established players
Insights
The launch of Capstone Partners' Buy-Side M&A Advisory Group represents a strategic expansion in the middle market investment banking space, particularly targeting private equity firms' growing appetite for add-on acquisitions. This development aligns with current market trends where PE firms are increasingly focused on buy-and-build strategies to create value, especially in challenging market conditions.
The timing is particularly strategic as the M&A market shows signs of recovery. By offering specialized services for add-on acquisitions and tuck-in deals, Capstone is positioning itself to capitalize on the shift from high-valuation platform acquisitions to smaller, strategic add-ons. The integration with sector-focused M&A experts and existing services like Equity and Debt Capital Advisory creates a comprehensive service suite that could drive significant deal flow.
The market impact of this development could be substantial for Huntington Bancshares (HBAN), Capstone's parent company, as it enhances their investment banking capabilities and potential fee revenue streams in the middle market segment.
Additional, specialized Sponsor Coverage professionals introduce dedicated Buy-Side M&A advisory to Capstone's fully integrated suite of services.
Fully equipped to provide buy-side M&A retained search services, the Group has a specialized focus on add-on acquisition searches for sponsor-backed platforms. As the M&A market becomes increasingly competitive at the platform level and highly fragmented industries are continuously targeted, Capstone anticipates that the private equity community will continue to pursue buy-and-build strategies to create value within their existing portfolios.
Capstone leverages its scale and industry depth by pairing each retained search engagement with a dedicated sector-focused M&A banking expert to provide insight and guidance on the current dealmaking environment. This integrated and relationship-oriented approach ensures a market-informed process from beginning to end.
The Group is comprised of professionals with strong experience in a variety of specialties ranging from industry research, company valuation, modeling, and financial statement analysis, to performing retained search outreach and relationship management. The growth of the team is a significant priority within the firm's 2025 strategy, solidifying its commitment to expanding capabilities and serving clients throughout the full scope of the business lifecycle.
Capstone's Sponsor Coverage Group collaborates closely with the firm's Business Development Team, Corporate Financing Groups (Equity Capital Advisory and Debt Capital Advisory), and senior M&A advisors to provide a fully integrated function that complements its current service offerings to the private equity and corporate community.
Templin, who joined Capstone Partners from Copper Run, commented, "Due to challenging market conditions, we've seen a significant uptick in add-on activity over the last year and a half as sponsors have focused internally, growing their existing portfolios through smaller strategic tuck-in acquisitions. As the M&A market rebounds and more deals come to market, we expect private equity firms to continue to underwrite add-on M&A activity into their strategy to offset high platform valuations."
Brendan Burke, Head of Sponsor Coverage at Capstone Partners, added, "At Capstone, we are building a full-service investment banking and capital solutions offering for private companies and private equity investors. With the launch of this Buy-Side Advisory practice, we see a huge opportunity to partner with our Sponsor and Corporate clients to scale their platform investments. Pairing the product expertise in Buy-Side outreach with the bench of vertical specialists that we have spent the last 20 years assembling is a compelling and differentiated offering in middle market investment banking. We plan to grow this team considerably in the coming years to a position of market leadership."
ABOUT CAPSTONE PARTNERS
For over 20 years, the firm has been a trusted advisor to leading middle market companies, offering a fully integrated range of investment banking and financial advisory services uniquely tailored to help owners, investors, and creditors through each stage of the company's lifecycle. Capstone's services include M&A advisory, debt and equity placement, corporate restructuring, special situations, valuation and fairness opinions, and financial advisory services. Headquartered in
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SOURCE Capstone Partners
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