Capstone Partners: Detailed Company Information & Corporate Profile
Summary
Capstone Partners, established in 2001 and headquartered in Boston, operates as an independent investment firm within the Greater Boston market. With annual revenues ranging between $100 million and $500 million and a team of 100‑200 professionals, it delivers comprehensive financial services.
The firm specializes in Investment Banking, Debt Placements, Mergers & Acquisitions—both sell‑side and buy‑side—Capital Formation, Equity Placements, Private Equity Solutions, Corporate Restructuring, Performance Improvement, and Fairness Opinions.
Leadership includes Managing Director Jim Calandra overseeing Financial Advisory Services, Vice Presidents Leigh Stowe (Software Investment Banking), Peter Cho, John Rhea, Zach Light (Aerospace, Defense, Government, and Security), Jack Wagner (Business Development), Gabriel Lopez, Tara Bartle (Business Management), Pierce Gascoigne, Erik Larson (Investment Banking), Ryan, Angela Helenberger, and others.
| Capstone Partners Website | capstonepartners.com |
| Social Links |   |
| Phone Number | +1 617 619 3300 |
| Industries | |
| Capstone Partners Headquarters Address | 176 Federal Street, Boston, MA, 02110 US |
| Company Size | 100-200 employees |
| Specialities & Services | Investment Banking, Debt Placements, Mergers & Acquisitions, Capital Formation, Private Equity Solutions, Corporate Restructuring, Sell-side M&A, Buy-side M&A, Equity Placements, Performance Improvement, Fairness Opinions |
| DMA Code | Greater Boston |
| Founded | 2001 |
| Estimated Annual Revenue | $100M - 500M |
| Operating Status | Independent Company |
| Updated: | 2026-09-13 |
Capstone Partners Org Chart
Chief Executive Officer
C-Level
Chief Administrative Officer
Chief Operating Officer
Chief Operating Officer
General Manager
Competitors
Name | Founded | Type | Employees |
|---|---|---|---|
| 1976 | Privately Held | 25 - 100 | |
| 2012 | Partnership | 100 - 250 | |
| 2003 | Privately Held | 25 - 100 | |
| 2016 | Partnership | 1-10 |
Estimated Website Traffic
The chart shows a decline in traffic to the capstonepartners.com website. In August, traffic decreased to 17029, compared to 17573 in the previous month. The highest traffic in 2026 was recorded in March, reaching 30479 visits.
Workforce Turnover
Number of employees switched from or switched to
Departmental sample breakdown
Length of Employment
Capstone Partners's workforce includes employees across a wide range of tenure levels.
6% have been with the company for less than 1 year17% have been with the company for 1 to 2 years14% have been with the company for 3 to 4 years11% have been with the company for 5 to 7 years17% have been with the company for 8 to 10 years36% have been with the company for more than 11 years
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Capstone Partners Corporate Information: FAQ
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