Our business

CapStack Partners (“CapStack”) is a specialty investment bank that focuses on sponsors in the real estate & hospitality, energy, and infrastructure industries. Headquartered in New York, CapStack advises both privately held and publicly traded companies, as well as universities, not-for-profit institutions and
municipalities. The firm provides a full range of investment banking services including raising debt and equity capital from the private and public markets, mergers & acquisitions advisory, asset acquisitions and divestitures, market and valuation analyses, and general corporate advisory.


CapStack is very selective in choosing its clients and only accepts engagements where it believes it can be of significant value to a client. The firm intentionally maintains a small, directed staff so its professionals’ primary focus remains on the daily details of strategy and implementation on behalf of its clients.

 

CapStack serves as an extension of our client’s team and every transaction is approached in a manner consistent with the client’s overall business goals. We are typically involved from the very early stages of each engagement, helping to shape the overall strategy that achieves the best outcome for our clients.
Because of CapStack’s significant and diverse experience and the individualized nature of its advice, clients often engage the firm to tailor comprehensive solutions to achieve a wide range of financial and operational objectives. These solutions have involved:

• Project and platform capitalization
• Entity formation and financing
• Restructuring/recapitalization
• Acquisition & development financing
• Private and public offerings
• Mergers & acquisitions

• Joint-ventures
• Off-balance sheet capital
• Credit-lease financing
• Asset sales
• Asset & portfolio repositionings
• Risk management and hedging tool strategies

CapStack Family of Funds
On a select basis, CapStack will directly provide debt and equity to facilitate a client transaction. The CapStack Family of Funds consists of bridge and mezzanine finance programs, as well as LP equity. CapStack will consider most markets throughout the United States, though we are mostly sponsor driven in our investment decisions. By principally investing, we are able to offer our clients further value via swift transaction execution and stronger alignment of interests towards their success.