Capstone Headwaters Launches into 2021 with M&A Advisor Wins

January 11, 2021

Boston, MA, January 11, 2021 - Capstone Headwaters, a leading middle market investment banking firm, is honored to announce the receipt of several transaction and leadership awards from M&A Advisor, the premier global network of M&A, Turnaround and Finance professionals. 

Capstone winners will be officially recognized during several upcoming M&A Advisor Awards celebrations taking place throughout the month of January, including: 12th Annual International M&A Awards, 19th Annual M&A Awards, and 11th Annual Emerging Leaders Awards.  The Awards recognize excellence in deal making, accomplishments, and the contributions of leading firms and professionals in the investment banking industry.  

Awards the firm is expected to receive include:   

12th Annual International M&A Awards 

  • Corporate/Strategic Deal of the Year (Over $50mm to $100mm) and M&A Deal of the Year (Over $50mm to $100mm) having advised Global Sales Training Inc. dba Richardson on its acquisition by Sales Performance International.  Founded in 1978 and headquartered in Philadelphia, PA, Richardson is widely recognized for its excellence in driving superior sales skill improvement with its Consultative Selling approach and Connected Selling Curriculum™.  The curriculum is delivered via a best-in-class, blended learning approach with industry leading instructors and Richardson Accelerate™, the company’s digital learning platform.  The transaction, closed in November 2019, was led by Managing Director and Head of M&A, Jacob Voorhees.  “It’s an honor for Capstone to be recognized for both the M&A Advisor’s Corporate/Strategic Deal of the Year and M&A Deal of the Year awards,” commented Shawn Keenan, Director at Capstone.  “We appreciate being recognized by industry experts for the collective efforts of our team in delivering exceptional advisory services and transaction results to our client.” 

19th Annual M&A Awards  

  • Financials Deal of the Year having advised BankTEL on its acquisition by AvidXchange.  Based in Columbus, MS, BankTEL is a provider of A/P invoice & accounting automation solutions for more than 20 percent of banks across the U.S.  The transaction, closed in October 2019, was led by Managing Director David Francione.  “It is with pleasure to accept this award from M&A Advisor.  On behalf of our experienced team at Capstone and our client BankTEL, we could not have been more pleased with the outcome,” commented Francione.  “Knowing there were numerous transactions that were nominated, we are honored Capstone’s Fintech team was chosen for its financial services deal of the year award.  BankTEL’s 20-year history of providing B2B invoicing and payments solutions to the country’s banks allowed it to become the solution of choice for Avid as it expands its financial services vertical.  Avid’s unique technology capabilities allowed it to see a path forward to be able to monetize the billions of invoice payments flowing through BankTEL’s platform.”

 

  • Cross Border Deal of the Year ($10mm-$25mm) having advised Rook Security on its acquisition by Sophos.  Based in Indianapolis, IN, Rook Security is a pioneer and leader in managed detection and response (MDR) services, providing a 24/7 team of cyberthreat hunters and incident response experts to protect the networks and data of businesses of all sizes. The transaction, closed in July 2019, was led by Managing Directors David Brinkley and Tom McConnell.  “It is our distinct pleasure to accept this honor from M&A Advisor,” commented Brinkley.  “We do so on behalf of founder J.J. Thompson and the entire team at Rook Security, that have worked tirelessly to bring confidence to global organizations in an increasingly uncertain cyber risk environment.  The transaction with Sophos, now a portfolio company of Thoma Bravo, represents a bold move into the rapidly evolving market for managed security services, and the Capstone team was privileged to play a role in bringing the partnership together.”  

11th Annual Emerging Leaders Awards 

  • These Awards celebrate the accomplishments of professionals, whose significant level of success while still under the age of 40, establishes them as the industry’s emerging leaders. The following individuals at Capstone have been named as Emerging Leaders: Yogesh Punjabi, Director in the Consumer & Retail Group, Samuel Kaplan, Vice President in the Corporate Banking Group, and Jack Wagner, Business Development Associate. 

 

“These award winners are the standouts of the year, representing the finest deals and professionals within the M&A industry,” said Roger Aguinaldo, Founder of The M&A Advisor. “This period was ripe with challenges, but also abundant with M&A activity, and these professionals were able to rise above the noise executing transactions representing several hundred billions of dollars of enterprise value.” 

ABOUT THE M&A ADVISOR  

The M&A Advisor was founded in 1998 to offer insights and intelligence on M&A activities.  Over the past twenty-two years we have established the premier global network of M&A, Turnaround and Finance professionals.  Today, we have the privilege of presenting, recognizing the achievements of, and facilitating connections between the industry’s top performers throughout the world with a comprehensive range of services. For more information, visit www.maadvisor.com. 

ABOUT CAPSTONE HEADWATERS 

Capstone Headwaters is one of the largest and most active independent investment banking firms in the United States.  The firm has a rich, 20-year history of achieving extraordinary results for middle market entrepreneurs, business owners, investors, and creditors.  Capstone offers a fully integrated suite of corporate finance services, including M&A, debt and equity placement, corporate restructuring, valuation and fairness opinions, financial advisory, and ESOP advisory services.  Headquartered in Boston, the firm has 175+ professionals across 16 offices in the U.S., with and an international presence including over 450 professionals in 40 countries. With 16 dedicated industry groups, the firm delivers sector-specific expertise through large, cross-functional teams on a global basis.  For more information, visit www.capstoneheadwaters.com. 

For More Information Contact: 

Rebecca Levesque 
Director of Marketing 
617.619.3318 
rlevesque@capstoneheadwaters.com 

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