Our Story

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.

Milestones

1990

Founded Company

1997

Began Automotive Industry Specialization

1999

Designed Proprietary Database of Automotive Partners

2001

Began Recruiting & Training of Specialized Automotive Staff

2003

Power Shift: Consolidation in Automotive Space Begins

2008

Developed Worldwide Affiliations With Other Auto Investment Bankers

2012

Added International Investment Institutions to Partnerships

2015

Opened Silicon Valley Office

2019

Created AutoTech Connect Conference

2021

Began the Consolidation of the LiDAR Industry Using its Proprietary “Silo” Investment Thesis

2024

The Search for Fragmented Aftermarket and Autotech Segments Continues

Leadership

Carl Norman

Carl Norman

President

Chandler Kohn

Chandler Kohn

Vice President – Investment Banking

Amanda DiSanti

Amanda DiSanti

Associate

Tim Yoder

Tim Yoder

Vice President – Research

Our Founder

Dan Smith

Dan Smith

Founder 1954-2022

Recent Conferences Where We’ve Spoken

If you’d like an interview or a keynote speech, please email us at contact@capfg.com

TU Automotive Detroit

MEMA Technology Conference 2023

TC3 Summit

AASA Aftermarket
Mobility Innovation

Capital Roundtable

Get Mobility Capital for the Long Term