Financial & Business Services
What makes us different?
Proposed regulation and a burgeoning activist philosophy on the part of regulators is transforming today’s financial services industry. Our financial services team complements its expertise in policy and politics with substantial buy-side and sell-side experience. We rigorously identify and quantify regulatory and political risks and opportunities in a wide swath of financial service capital market companies and specific private equity transactions.
We live in the weeds.
Capstone analysts track legislation and guidance from the earliest stages until the implementation phase and beyond to help clients create value-added growth strategies. We balance sophisticated investment data with expert policy analysis to provide clients with innovative research on political and regulatory forces that impact the financial services sector. Our network of expert contacts includes former regulators, lobbyists, consultants, and law firms in key jurisdictions. We leverage these relationships to arrange conversations with the right people “on-the-ground” and have built strong relationships with international organizations, legislators, supervisory authorities, and a broad spectrum of stakeholders including think tanks, trade associations, lobbyists, and academics. Understanding the opaque connections allows us to track and analyze regulatory and policy changes and challenges.
Selected Issues
Asset/Wealth management
Banking
Business services
Education
Fintech
Housing finance
Insurance
Legal services
Markets and exchanges
Payments
Real estate
Securitization
Specialty finance
Connect with us
Our Latest Insights
Outlook for US Outbound Investment Restrictions
By: Elena McGovern, Daniel Silverberg, and Tom Feddo March 13, 2023 Executive Summary Capstone believes the Biden administration’s much anticipated executive order (EO) establishing restrictions on US outbound investment to foreign countries of concern—most notably...
The Deindustrialization of Europe
By David Barrosse, Capstone CEO March 13, 2023 — At the peak of the energy crisis in Europe, scores of industries such as cement, glass, and petrochemicals were at 50% capacity or shuttered altogether. These companies could not operate in an environment where natural...
Steeling the Thunder: The Underappreciated Material Critical to Decarbonization
By Adam Cotterill, Capstone Energy Analyst March 6, 2023—The passage of two US energy bills in recent years—the Infrastructure Investment and Jobs Act (IIJA) in 2021 and the Inflation Reduction Act (IRA) in 2022—have been described broadly as a new chapter in US...