Our Process

How Capstone’s Automotive Aftermarket and Autotech M&A Advisory Services Work

Capstone has executed 150+ M&A transactions. Our process can take as little as 4-months from project kickoff to execution of the purchase/sale agreement and close.

Capstone’s M&A experience within the automotive aftermarket and autotech space along with our relationships with strategic and financial sponsors mitigates delay in timeline and maximizes your value from acquisition, exit or fundraise.

Buy-Side M&A Advisory Process

  1. Discuss your Company’s Goals
  2. Preliminary Due Diligence of Your Company
  3. Criteria Identification for Targets
  4. Identify Suitable Targets and Engage
  5. Perform Accretion Analysis of Synergies to Determine Target’s Valuation
  6. Submit Letter of Intent to Target
  7. Conduct Detailed Due Diligence on Target
  8. Execute Purchase & Sale Agreement with Attorneys on your Behalf
  9. Close

Sell-Side and Growth Capital M&A Advisory Process

  1. Discuss your Company’s Goals
  2. Preliminary Due Diligence of Your Company
  3. Value your Company
  4. Prepare Offering Materials and Pitch
  5. Identify Strategic and Financial Buyers
  6. Initiate a Competitive Bidding Process to Maximize your Valuation
  7. Evaluate Best Proposals and Submit Letter of Intent
  8. Gather/Create Due Diligence Items for Buyer
  9. Execute Purchase & Sale Agreement with Attorneys on your Behalf
  10. Close
Let’s Discuss your Company’s Goals

Growth Funding FAQ

When you reach a certain stage of growth, the startup/VC model doesn’t work anymore. After Series B, you need more capital than most VCs are willing to invest and more time than they are willing to give you.

With more than 30 years of investment banking and private placement experience in the automotive and mobility space, our investment banking team knows how to guide you through fundraising in exchange for a minority or majority interest!

Have you completed your Series-B to get your product beyond an idea?

Is Institutional Growth Financing Right for you?

Traction in the form of revenue, defensibility (IP), purchase orders, LOIs, previous fundraising rounds are what financial players and strategics are seeking.

Are you generating meaningful EBITDA margins and cash flow or have a clear path to achieving the above? Let’s talk →

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