Industry Expertise

For over 40 years, Cappello has successfully advised both public and privately held clients on wide range of strategic and financing transactions. Through our extensive transaction experience, and on behalf of our clients, we bring deep expertise and strategic relationships across many industry verticals.

In addition to our investment banking experience, many senior Cappello professionals have also been successful entrepreneurs, executives, board members and investors. This operational perspective allows us to approach each advisory assignment with a clear focus on the unique aspects of our client’s industry and business, and how they are likely to be perceived by strategic and financial partners.

As a result of our comprehensive approach to due diligence and longevity in the sectors in which we advise, many of our clients request that we stay involved post-transaction as strategic advisors, investors or board members. Our long-term commitment to our clients is evident in our transaction experience and in the many examples where we have closed multiple transactions for the same client. Cappello takes great pride in working closely with our clients to help them achieve optimal and sustainable strategic and financing solutions.

Agriculture

The Cappello Family’s experience in agriculture dates back to the founding of Cappello Farms in 1949. Alexander L. Cappello, the founder, chairman and CEO of Cappello Global, grew up on a large family farm in Bakersfield, in California’s fertile Central Valley. For generations, Cappello Farms grew a variety of crops and produce, including more than 30 fruits, fibers and nuts.

The Cappello family also played a key role in developing the irrigation infrastructure that remains vital to California’s Central Valley and the nation today. The Cappello family has created and led numerous farmer cooperatives of various types and Cappello Global continues to advise cooperatives on a variety of transactions, including project financing and infrastructure development.

Given this history, Cappello has expert knowledge of the agricultural sector and long-term relationships with many of the leading industry players. We have leveraged our knowledge and contacts on behalf of many clients in the agricultural industry, in transactions ranging in value from tens of millions to hundreds of millions of dollars.

Business Services

Cappello has deep experience in advising business services companies offering a variety of services to private and public sector clients. Our experience ranges from advising traditional consulting and professional services companies to leading technology enabled services providers offering integrated business services solutions driven by software, hardware and human capital.

Cappello professionals have successfully advised business services clients in strategic and financing transactions ranging in value from tens of millions to hundreds of millions of dollars. Current and former Cappello business services clients provide a variety of services, including: business process outsourcing; cash management; consulting; coworking and leased services; digital marketing and advertising; facilities management; human resources services; legal industry services; location-based services; security outsourcing; shipping and logistics; software development; and staffing.

Consumer Products and Services

Cappello has been advising consumer products and services companies since inception; our firm’s first engagement was a private, growth capital transaction for a regional ice cream chain that has since grown into to a leading national brand. Our experience includes advising: branded consumer product companies; manufacturers and distributors of consumer products; restaurants; retail; and providers of consumer services.

Cappello professionals have successfully advised consumer products and services clients in strategic and financing transactions ranging in value from tens of millions to hundreds of millions of dollars. Former consumer products and services clients have included: action sports, building products, fast casual, family dining, quick-service, and white table cloth restaurant chains, manufacturers of mobile phone accessories; and regional and national retailers.

Energy

Cappello has decades of experience advising clients across the energy complex, from oil and gas E&P to the latest alternative energy technologies. In addition to advising energy clients on strategic and financing transactions dating back to Cappello’s inception, our senior professionals have advised, developed, operated, invested in, and served as board members in the industry. Our energy industry experience includes advising: upstream owners and producers of oil and gas; owners and producers of wind, solar and geothermal assets; midstream and downstream commercial and consumer energy companies; and, providers of traditional and alternative energy products, services and technologies.

Cappello professionals have successfully advised energy industry clients in strategic and financing transactions ranging in value from tens of millions to hundreds of millions of dollars. Former energy industry clients have included clients operating across the oil and gas value chain, including upstream, midstream, refining and other downstream assets. We also have extensive experience in renewable energy, including biomass, geothermal, ethanol, solar, waste-to-energy, and wind, including both project financing for the development of refining and power assets and asset-lite energy services. Cappello professionals have structured and negotiated numerous offtake agreements with major oil and gas refiners and long-term power purchase agreements to support financing transactions.

Financial Services

Cappello has deep expertise in advising both public and privately held financial services companies, in good markets and bad. Cappello professionals have successfully advised financial services industry clients in strategic and financing transactions ranging in value from tens of millions to hundreds of millions of dollars.

In addition to advising financial services clients on strategic and financing transactions, our senior professionals have operational, investing, and board level experience in the industry. Our financial services industry experience ranges from advising commercial banks to REITs to specialty finance and financial technology companies.

 

Healthcare

Cappello has significant experience in the healthcare industry. In addition to advising both public and privately held healthcare clients on strategic and financing transactions, our senior professionals have investing, operational and board level experience in the industry. Our healthcare industry experience includes advising: innovative biotechnology and medical device companies; manufacturers and distributors of medical products and pharmaceuticals; and healthcare services providers.

Cappello professionals have successfully advised healthcare industry clients in strategic and financing transactions ranging in value from tens of millions to hundreds of millions of dollars. Former healthcare industry clients have included: biotech; branded and generic pharmaceutical producers and distributors; compounding; healthcare services; hospitals and other medical care facilities; imaging; and medical device manufacturers.

Industrials and Manufacturing

Cappello has extensive experience in the industrial and manufacturing sectors. In addition to advising both public and privately held clients on strategic and financing transactions, our senior professionals have investing and board level experience in the industry. Our sector experience includes commercial and consumer product manufacturing, process manufacturing, distribution and industrial services and technologies.

Cappello professionals have successfully advised industrial and manufacturing clients in strategic and financing transactions ranging in value from tens of millions to hundreds of millions of dollars. Our industrial and manufacturing clients have included: auto parts manufacturers and distributors; building products manufacturers and distributors; desalination plants and technology providers; refineries; steel manufacturers and distributors; shipping companies; recycling companies and, waste water treatment facilities.

Real Estate, Gaming and Hospitality

Cappello has significant experience in advising public and private companies in the real estate, gaming and hospitality industries. Our industry experience includes: commercial and residential real estate development; building supply; real estate services; hotels; casinos; and destination resorts.

Cappello professionals have successfully advised real estate developers, service providers and gaming and hospitality industry clients in mergers & acquisitions, financial restructurings, and capital raising transactions ranging in value from tens of millions to several hundred million dollars. Our real estate clients have included: commercial and residential real property developers; casino and hotel developers, operators and investors; co-working and leased services providers; construction cost estimators; title services; and value-added multifamily investor operators.

Technology, Media & Telecom

Cappello has extensive experience in advising both public and private companies in the technology, media and telecoms (“TMT”) industries. In addition to advising TMT clients on strategic and financing transactions, our senior professionals have significant investing and board level experience in the industry. Our TMT industry experience includes advising: innovative software, hardware and technology services companies; media companies focused on content, products and distribution; and, telecom technology, equipment and service providers.

Cappello professionals have successfully advised TMT clients in strategic and financing transactions ranging in value from tens of millions to hundreds of millions of dollars. Former TMT clients have included: biometric technology and services; building automation systems; commercial and consumer telecom services; telecommunications equipment manufacturers and distributors; computer hardware manufacturers and distributors; electronic monitoring companies; enterprise software companies; location-based services; and mobile application software developers.

Transportation and Logistics

Cappello has significant experience in the transportation and logistics industries. In addition to advising transportation and logistics clients on strategic and financing transactions, our senior professionals have investment experience in the industry. Our transportation and logistics industry experience includes: asset monitoring; warehouse logistics; freight logistics; long haul and short haul trucking; and transoceanic shipping.

Cappello professionals have successfully advised transportation and logistics clients in strategic and financing transactions ranging in value from tens of millions to hundreds of millions of dollars. Former transportation and logistics clients have included: drayage; less-than truck load (“LTL”); full-truck load (“FTL”); GPS and RFID vehicle tracking; and warehouse logistics.