Investment Focus & Thesis

Capstone Partners focuses on middle-market companies with strong fundamentals: Investment Range Equity investments typically ranging from $25M-$150M in companies with enterprise values of $75M-$500M+. Sector Focus Healthcare, business services, manufacturing, and consumer. Healthcare — Healthcare services, medical products, and health-tech Business Services — Professional services, outsourcing, and information services Manufacturing — Specialized manufacturing and industrial products Consumer — Consumer products and retail

Notable Portfolio Companies

Capstone Partners has built a portfolio of successful middle-market companies: Company Sector Notes Cambrex Healthcare Life sciences Allied 100 Healthcare Medical products Wound Care Healthcare Wound care services Pfanstiehl Healthcare Pharmaceutical ingredients Crosby Manufacturing Fastening systems Fischbein Manufacturing Packaging equipment Capstone Partners has completed successful exits through strategic sales and IPOs.

What Capstone Partners Looks For

Based on their investment approach, Capstone Partners evaluates companies based on: Proven business model — Established companies with track record of profitability Market position — Strong competitive position in attractive markets Growth potential — Clear opportunities for growth and margin improvement Value creation — Clear thesis for how Capstone can help accelerate growth Management team — Experienced teams committed to growth }> Pro Tip Capstone Partners brings significant operational expertise and a collaborative approach to building portfolio companies.

How to Connect With Capstone Partners

Approaching Capstone Partners requires demonstrating strong fundamentals and growth potential: 1 Demonstrate Profitability Show consistent EBITDA and cash flow generation. Capstone looks for proven business models. 2 Build Professional Financials Ensure clean financials with EBITDA of $8M+. Have detailed financial models ready. 3 Articulate Growth Strategy Be prepared to discuss specific growth initiatives and value creation opportunities. 4 Leverage Industry Networks Build relationships through investment bankers and advisors familiar with Capstone.

The Value of Financial Preparedness

Companies seeking Capstone Partners investment must demonstrate strong financial infrastructure: Financial Metrics • EBITDA and cash flow • Revenue growth trajectory • Gross margins • Working capital efficiency Operational Metrics • Customer concentration • Revenue per employee • Key performance indicators • Growth rates }> How Eagle Rock Helps We help middle-market companies prepare for Capstone Partners investment by building robust financial infrastructure and due diligence readiness.

Frequently Asked Questions