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Our work focuses on the financial & business services, energy, healthcare, TMT, and special situations sectors. Our analysts conduct regular deep-dive research to uncover differentiated investment ideas, following threads wherever they lead.
In the News
December 21, 2022
Capstone believes 2023 will be a volatile period for the finances of some states and their local government instrumentalities, despite being past the worst of the COVID-19 pandemic. Generally, states are entering the 2023 calendar year in financially good shape, which gives them a degree of breathing room, but also masks looming financial risks that could adversely impact their budgets during the next few years.
Capstone believes heavy-handed state regulation of China’s tech industry is here to stay, despite broader market expectations that the government’s crackdown is near its end. In 2023, China will set and enforce policies that require technological development and innovation to occur hand-in-hand with the state.
Biden Administration to Build Momentum for Export Controls Multilateral Agreement, Face Pressure to Act on TikTok By JB...
Capstone believes Congressional healthcare policy in 2023 will be cliff-driven as lawmakers look to stave off a series of cuts facing providers, hospitals, and home health facilities. In this note, we walk through each fiscal cliff and the resulting impact of action (or inaction).
Capstone believes the favorable policy backdrop for energy will accelerate at the state, federal, and global levels in 2023 amid global concerns over climate change, energy reliability, and energy affordability. In this report, we unpack the policy themes at each level of government that we expect to drive this trend.
California Data Breach Lawsuits, Section 230 Decisions, Privacy Laws to Create Headwind for Meta, Amazon, Google By J.B....
2023 Insurance Preview: More Scrutiny For Private Equity; Regulator Focus on Climate Aids Private Flood, Florida Property...
Capstone's Cryptocurrency 2023 Preview: SEC Enforcement Against Ethereum is Likely; Bills on Disclosures and Stablecoins Provide...
Capstone's Education 2023 Preview: Stimulus Helps but Uncertainty Looms in K-12; Pressure on For-Profits; Job Training...
Capstone's Consumer Finance 2023 Preview: The CFPB Will Push to Limit Junk Fees, Repeat Offenders; Bureau Faces Constitutional...
Capstone's European Financial Services 2023 Preview: Regulators to Intervene More on Prices; Reforms in Retail Credit,...
Capstone's US Financial Services 2023 Preview: Regulators Poised for Landmark Year With Changes Impacting Banks, Capital...
Feddo, a highly experienced and respected leader in national security, cross-border investment, and international trade, will be a Senior Adviser at Capstone.
Daniel Silverberg, Former National Security Advisor to House Majority Leader Steny Hoyer, Joins Capstone LLC
Silverberg, an esteemed and experienced advisor on security cooperation, arms procurement, and foreign assistance, will lead Capstone’s Corporate Practice, National Security Team
On Earth Day, 2021 Capstone announced its plan to make 100% of its operations carbon neutral by the end of 2021.
Baughan, experienced advisor on Asia, asset management, and energy, will join Capstone as a Senior Advisor
Goldenberg, a highly respected expert on defense and the Middle East, will join Capstone as a senior advisor.
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