2THEDGE Competitors

The companies that power the economy deserve sophisticated advice, senior-level attention, and flawless execution. Yet many investment banks are not structured to meet the unique needs of founders, business owners, private equity sponsors, and other stakeholders navigating complex strategic decisions. For more than 20 years, Capstone Partners has helped business owners, investors, and creditors maximize value at every stage of the corporate lifecycle. From evaluating strategic alternatives and capital options to executing M&A transactions, restructurings, valuation engagements, and special situations, our senior professionals provide the expertise and execution needed to achieve meaningful results. Integrated Advisory Services A full suite of capabilities spanning M&A advisory, debt and equity placement, corporate restructuring, special situations, valuation and fairness opinions, and financial advisory services. Sector-Specific Expertise Dedicated industry teams deliver proprietary market intelligence, deep sector knowledge, and actionable insights across a wide range of industries. We publish more than 200 sector reports annually covering areas including industrials, business services, consumer and retail, healthcare, aerospace and defense, and technology. Proven Middle-Market Leadership As one of the most active middle-market investment banking platforms in the industry, we have completed more than 750 transactions and built one of the largest middle-market M&A pipelines in the market. Our experience, relationships, and execution capabilities help clients pursue successful sale, acquisition, financing, and strategic growth outcomes. With more than 250 professionals across 14 U.S. offices, Capstone combines the senior attention of a boutique with the scale, resources, and industry expertise of a leading investment banking platform. Headquartered in Boston, Capstone Partners is a subsidiary of Huntington Bancshares Incorporated (NASDAQ:HBAN).

Lendio is transforming small business lending by connecting small businesses, lenders, and small business service providers through a single integrated technology platform. The Lendio Marketplace matches business owners with funding from over 75 lenders and financial partners, all through one simple online application. Lendio’s Embedded Marketplace brings this experience seamlessly to small business service providers’ ecosystems, allowing them to embed a full loan application and funding solution within their platform. For banks and lenders, Lendio’s purpose-built software integrates within their tech stack to automate small business loan decisioning, underwrite applicants, and connect financial institutions with curated applicants from Lendio’s direct and embedded marketplaces. With a single technology platform, Lendio is fueling the dreams of small business owners wherever they seek capital. Since 2011, Lendio has facilitated more than 520,000 small business loans and other financing options totaling over $17 billion.

WealthForge is one of the largest and most experienced managing broker-dealers of alternative investment products. With more than a decade of processing investments, WealthForge has cemented itself as an industry innovator. We've reimagined the managing broker-dealer role as a value-added service instead of just a necessary compliance hurdle. We provide a technology-forward, consultative approach to alternative investment sponsors.