Capstone 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 Predict Policy,

Quantify Impact, and Recommend Strategy.

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

Case Studies

Capstone has a proven track record of providing in-depth analysis across a wide range of policy and regulatory issues. Our case studies demonstrate our financial services team’s ability to help clients navigate complex policy challenges and develop targeted revenue-driving strategies.

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Our Latest Financial Services Insights

The Growing Housing Regulatory Reckoning

The Growing Housing Regulatory Reckoning

November 13, 2023 By Makenzy Mohrman, Capstone Financial Services Analyst Against the backdrop of the global pandemic, the US housing market saw one of the steepest increases in both home price and rental rate growth in history. Home prices climbed over 40% between...

In the News

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