Carl is a certified public accountant with more than forty years of experience in public, private and non-profit organizations ranging from manufacturing companies to hospitality firms to software developers. His background includes Big Four accounting firms, IPOs, Private Placements, Venture Capital, Private Equity, Sale-Leasebacks, Chapter 11 workouts and healthcare turnarounds. He is involved in Capstone’s client and industry research, financial statement review, CIM preparation, management presentation preparation, financial statement review and back office deal support. Carl was formerly Senior Vice President of Finance and CFO of CSX Resorts. He was also an Adjunct Professor of Finance at the University of Memphis. Carl is a graduate of the Georgia Institute of Technology and earned an MBA from the Darla Moore School of Business at the University of South Carolina.
Capstone Financial Group was founded more than 30 years ago to help shift the balance of power in the automotive supply chain. Previously, distributors had all the power and manufacturers and service companies were regularly forced into bad deals. We knew it didn’t have to be that way. Our approach gives more control and respect to innovators, and creates relationships that foster growth, development, and success for all involved.
We do this by investing in our clients and building synergistic alliances with other companies. The end result is a conglomerate that distributors cannot simply ignore. We work hard to keep the power in the hands of founders, not middlemen. As the most experienced investment bank in the space, we strategically design every transaction to help traditional suppliers, autotech, and mobility companies scale into the highest tiers of the auto ecosystem.
Began Recruiting &
Training of Specialized
Affiliations With Other
Auto Investment Bankers
Began the Consolidation of the LiDAR Industry
Using its Proprietary “Silo” Investment Thesis
Database of Automotive
Power Shift: Consolidation
in Automotive Space
Began Automotive Industry Specialization
Designed Proprietary Database of Automotive Partners
Began Recruiting & Training of Specialized Automotive Staff
Power Shift: Consolidation in Automotive Space Begins
Developed Worldwide Affiliations With Other Auto Investment Bankers
Opened Silicon Valley Office
Added International Investment Institutions to Partnerships
Created AutoTech Connect Conference
Began the Consolidation of the LiDAR Industry Using its Proprietary “Silo” Investment Thesis
Recent Conferences Where We’ve Spoken
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