Capstone Financial Group - Overview

Capstone Financial Group

Capstone Financial Group, Inc. is an investment banking firm that has been providing assistance to middle market companies since 1988. With a focus on valuations, mergers and acquisitions, refinancing, consulting, and turnarounds, Capstone has established itself as a trusted partner in the industry.

Specializing in the automotive aftermarket, Capstone has consistently demonstrated its ability to predict, identify, and adapt to the industry’s ever-changing landscape. The firm’s professionals possess a deep understanding of the diverse types of manufacturing and complex distribution channels within the automotive aftermarket. They bring extensive experience in operations, cost accounting, and industry trends and analysis to the table.

Capstone goes beyond its core services by offering comprehensive research, analysis, and benchmarking studies to various aftermarket associations and industry publications. These studies are often published in the firm’s monthly newsletter, The Aftermarket Analyst. Leveraging their knowledge of industry trends and forecasts, Capstone frequently provides recommendations to aftermarket companies and associations.

The Founding Partner of Capstone Financial Group is Dan Smith, a seasoned entrepreneur and investment banker. With a wealth of hands-on experience, Dan has successfully owned, operated, built, and sold several substantial enterprises throughout his career. Notably, he led an $80 million holding company with eight subsidiaries across seven states. Under his leadership, his companies were recognized in the INC. 500 list of America’s fastest-growing privately held companies for two consecutive years.

Dan’s educational background includes a B.A. degree in Economics (Cum Laude, Phi Beta Kappa) from Davidson College and an M.B.A. degree in Finance from Duke University. His expertise and vision have been instrumental in the establishment and growth of Capstone Financial Group since its inception in 1988.