Experienced Team

Cappello Global, LLC’s seasoned team of professionals have advised on hundreds of successful strategic and financing transactions, ranging in value from tens of millions to billions of dollars, for both public and privately-held companies. For over 51 years, our founder-owned and operated firm has served businesses in the U.S. and internationally, ranging from middle market companies to global corporations encompassing a broad range of industries.

Independent Advice

Cappello professionals provide independent, informed and discreet strategic and financial advisory services, unhindered by the external considerations that often result from conflicts of interest at most investment banks. We take great pride in the fact that we are not limited by specializing in a single industry or by offering trading, research, brokerage services, individual accounts, syndicated deals or off-the-shelf products or services. Our clients receive pure, independent, objective advice and enjoy long-term relationships with our firm.

Unique Perspective

Many of Cappello’s senior investment bankers have been entrepreneurs, founders, CEOs, board members and investors. Based on this experience, we have a personal understanding of the challenges our clients face in managing and growing their businesses. As a result, we take a long-term view in developing client relationships, often providing insight and advice on an informal basis for months or years prior to engaging in a transaction.  

Global Reach

Cappello has embraced global markets since inception; our professionals are particularly knowledgeable in cross-border financing transactions and have conducted business in more than 60 countries. Our founder, Alexander L. Cappello, is one of only two two-term Chairmen of the International Board of Young Presidents’ Organization (YPO), leading a group of more than 34,000 CEOs in more than 130 countries. Cappello’s international relationships and knowledge of global markets allow us to consider diverse strategic and capital solutions on behalf of our clients.