The Cappello team delivers the highest quality results to clients by employing the vast experience gained from over $100 billion in closed transactions at Cappello and other top Wall Street and international firms, including: Alex. Brown & Sons, Bankers Trust,  Bear Stearns,  Caliburn Partnership, Credit-Suisse, Deloitte & Touche, Drexel Burnham Lambert, Deutsche Bank, Ernst & Young, Gibson Dunn & Crutcher, Goldman Sachs, Houlihan Lokey Howard & Zukin, IBM, ING Barings, KeyBanc Capital Markets, J.P. Morgan, Lazard Freres & Co., Merrill Lynch, Morgan Stanley, PaineWebber, Prudential Securities, Salomon Brothers, Lehman Brothers, Smith Barney, UBS Investment Bank, Union Bank, Wachtell Lipton Rosen & Katz.

The firm’s managing directors are actively involved with every transaction on a daily basis, and always are accessible to clients. The core team working on any client engagement remains on the transaction from the initial pitch through closing, ensuring continuity and the highest level of service.

Many of Cappello’s managing directors have been in the client-seat, having built and operated both public and private companies. We have led equity investments, restructured companies and served as directors of numerous public and private companies and not-for-profit organizations. This experience, combined with our corporate finance skills, provides us with an extremely high level of sensitivity to our clients’ needs. 

We do not hire newly-minted undergraduates and train them on client assignments. All of our professionals have prior banking experience; even the junior members of our team have been investment bankers for an average of four years.