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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.
Capstone In the News
WSJ: America’s Chance to Blunt China’s Encroachment
Bloomberg: Legal Scrutiny Signals Shift in How US Homes Are Bought and Sold
New York Times: Home Sellers Win $1.8 Billion After Jury Finds Conspiracy Among Realtors
Washington Post: Hawaiian Electric’s insurance would cover a fraction of Maui fire claims
Politico: Amazon’s long, expensive antitrust fight just began
Chemical & Engineering News: The battle over PFAS in EuropeChemical & Engineering News:
Bloomberg: US Offshore Wind Slammed by Runaway Costs
Bloomberg: Hawaii and Maui County Blamed for Death in Lahaina Fire Suit
Capstone Special Reports
Replaying the Trump Card: Exploring Regulatory Implications of a Second Trump Presidency
In this report, we analyze how we expect US regulatory policy would evolve under a second Trump term across four sectors: energy & industrials, financial services, healthcare, and technology.
2023 State & Local Government Preview
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.
2023 Chinese Tech Preview: China’s Heavy Hand a Boon to Innovation in the State
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.
US-China Tech Tensions: How the US will Freeze Out China in 2023
Biden Administration to Build Momentum for Export Controls Multilateral Agreement, Face Pressure to Act on TikTok By JB...
The Edge of the Cliff: Why the Potential Fiscal Crisis Will Drive Healthcare Policy
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).
Energy Preview: Why Global Energy Concerns Will Spur Opportunities
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.
Social Media Preview: Regulators Will Bite and the Scars They’ll Leave
California Data Breach Lawsuits, Section 230 Decisions, Privacy Laws to Create Headwind for Meta, Amazon, Google By J.B....
Insurance Preview 2023: Why Policymakers Will Matter More This Year
2023 Insurance Preview: More Scrutiny For Private Equity; Regulator Focus on Climate Aids Private Flood, Florida Property...
Crypto’s Search for Stability: How the Industry Will Navigate Growing Scrutiny and Support in 2023
Capstone's Cryptocurrency 2023 Preview: SEC Enforcement Against Ethereum is Likely; Bills on Disclosures and Stablecoins Provide...
Education Cracks Start to Show: Despite Pandemic Stimulus, Financial Uncertainty Will Spur Policy
Capstone's Education 2023 Preview: Stimulus Helps but Uncertainty Looms in K-12; Pressure on For-Profits; Job Training...
Chopra’s Last Stand: The CFPB Will Move Forcefully on a Wide Swath of Industries
Capstone's Consumer Finance 2023 Preview: The CFPB Will Push to Limit Junk Fees, Repeat Offenders; Bureau Faces Constitutional...
Why European Regulators Will Step Up Intervention Across the Financial Services
Capstone's European Financial Services 2023 Preview: Regulators to Intervene More on Prices; Reforms in Retail Credit,...
Capstone Press Releases
Capstone LLC Publishes The Most Underappreciated Developments for China’s Markets for 2023
Capstone LLC is sharing its outlook on the most underappreciated policy developments that will play a big role in how investors and companies operate in China.
Capstone LLC Publishes The Most Underappreciated Developments in Healthcare for 2023
Capstone LLC is sharing its annual outlook on the most underappreciated policy developments that will play a big role in how 2023 shapes up for investors and companies in the healthcare sector.
Capstone LLC Publishes The Most Underappreciated Developments in Energy and Renewables for 2023
Capstone LLC is sharing its annual outlook on the most underappreciated policy developments that will play a big role in how 2023 shapes up for investors and companies in the Energy and Renewables sectors.
Capstone LLC Publishes The Most Underappreciated Developments in Technology, Media, and Telecom for 2023
Capstone LLC is sharing its annual outlook on the most underappreciated policy developments that will play a big role in how 2023 shapes up for investors and companies in the technology, media, and telecom sector.
Capstone LLC Publishes The Most Underappreciated Developments in Financial Services for 2023
Capstone LLC is sharing its annual outlook on the most underappreciated policy developments that will play a big role in how 2023 shapes up for investors and companies in the financial services sector.
Thomas P. Feddo, Former Assistant Secretary of the Treasury for Investment Security, Joins Capstone
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
Capstone Announces Commitment to be Carbon Neutral by the End of 2021
On Earth Day, 2021 Capstone announced its plan to make 100% of its operations carbon neutral by the end of 2021.
Mark Baughan, Cofounder of Lloyd Baughan, named Senior Advisor to Capstone LLC
Baughan, experienced advisor on Asia, asset management, and energy, will join Capstone as a Senior Advisor
Ilan Goldenberg, Middle East Expert, named Senior Advisor to Capstone LLC
Goldenberg, a highly respected expert on defense and the Middle East, will join Capstone as a senior advisor.
Recent Deals
Bain Capital Acquires Guidehouse
Genstar Capital Reinvests in Cetera Financial Group
Lovell Minnick Partners Invests in S&S Health
GTCR Invests in R&T Deposit Solutions
Epiris Acquires Pure Cremation
OTPP Acquires a Stake in 7IM
Bain Capital Tech Opportunities Invests in Ren
GTCR Acquires Once For All
ArcLight Capital and Generation Bridge Sell Sunrise Power Holdings
CPP Investments Acquires a Stake in FCC Medio Ambiente
Clarion Capital Partners Invests in Ready Credit Partners
Cinven Acquires Amara NZero
Bregal Sagemount and FTV Capital Invest in Neptune Flood Incorporated
Blue Sage Capital Invests in NexGen Financial
Cresta Fund Management’s Braya Renewable Fuels Invests in ECP
Ontario Teachers’ Pension Plan Invests in Sevana Bioenergy
Lovell Minnick Partners Acquires Definiti
Brookfield Asset Management Invests in FirstEnergy Transmission
Kelso & Company and Inovar Packaging Group Invest in Cimarron Label and Western Printing
CPP Investments and Reventus Power Invest in a 2 GW California Wind Energy Lease
Cinven Acquires Säkra
CPP Investments Invests in Universal Investment Group
Altamont Capital Partners Invests in Nutrition 101, Inc.
H.I.G. Capital Invests in Northern Biogas
Vision Ridge Partners Invests in TeraWatt Infrastructure
Genstar Capital Acquires Numerix
Brookfield Renewable Forms a Joint Venture with California Resources Corp.
Warburg Pincus Invests in Montana Renewables
Apollo Global Management Invests in Summit Ridge Energy
Blackstone Invests in Xpansiv
TPG Rise Climate and The Rise Climate Fund Invest in Monolith
GI Partners Acquires GTY Technology
Abry Partners Invests in What If Media Group
EIG Global Energy Partners Invests in HIF Global
GTCR LLC Invests in SQAD LLC
Long Ridge Equity Partners Invests in Treez Inc.
Thomas H. Lee Partners Invests in Carpe Data
Mubadala Investment Company Invests in Getir
TPG Rise Climate and The Rise Climate Fund Invest in Roeslein Alternative Energy and Smithfield’s Monarch Bioenergy
Cinven Acquires Bayer Environmental Science Professional
Genstar Capital Invests in Lightspeed Systems
Calera Capital Invests in F&I Sentinel
Cinven Acquires International Financial Group Ltd.
TPG Rise Climate and The Rise Climate Fund Invests in Nextracker Inc.
Parthenon Capital Partners Invests in Cardworks Inc.
Onex Partners Invests in Resource Environmental Solutions LLC
Lovell Minnick Partners Invests in Warner Pacific Insurance Services
Kelso & Company Invests in ReSource Pro
OMERS Infrastructure Acquires Navisun LLC
Warburg Pincus Invests in The Fortegra Group
Advent International Acquires Definitive Healthcare
Partners Group Acquires Dimension Renewable Energy
Altamont Capital Partners Invests in Horizon Investments
Connect with us
Cordell Eddings
Phone: 202-350-4700
Email: news@capstonedc.com
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