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

 

01   Discuss your Company’s Goals

02   Preliminary Due Diligence of Your Company

03   Criteria Identification for Targets

04   Identify Suitable Targets and Engage

05   Perform Accretion Analysis of Synergies to Determine Target’s Valuation

06   Submit Letter of Intent to Target

07   Conduct Detailed Due Diligence on Target

08   Execute Purchase & Sale Agreement with Attorneys on your Behalf

09   Close

Sell-Side and Growth Capital
M&A Advisory Process

01   Discuss your Company’s Goals

02   Preliminary Due Diligence of Your Company

03   Value your Company

04   Prepare Offering Materials and Pitch

05   Identify Strategic and Financial Buyers

06   Initiate a Competitive Bidding Process to Maximize your Valuation

07   Evaluate Best Proposals and Submit Letter of Intent

08   Gather/Create Due Diligence Items for Buyer

09   Execute Purchase & Sale Agreement with Attorneys on your Behalf

10   Close

 

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 →