What CapM does

CapM LLC is an independent strategic and M&A advisory firm headquartered at 680 Fifth Avenue in New York City, with a secondary office in Salt Lake City. The firm was founded around 2023 by Carlo Bronzini Vender and François Huré and serves publicly traded companies, privately held businesses, founder-owned firms, and private equity sponsors across four primary verticals: healthcare, technology, consumer, and media. CapM positions itself as a white-glove, senior-led boutique, with partners and managing directors directly engaged on every mandate rather than delegated to junior teams. The firm's reported cumulative track record is $59 billion in transaction value across 288 deals completed by principals, with 38% of transactions cross-border and a 75% repeat-client rate. There is no proprietary technology product; the offering is purely human-capital-driven professional services.

CapM delivers four interconnected service lines. M&A Advisory provides investment banking services on sales, mergers, acquisitions, business combinations, partnerships, and capital raises. Corporate Strategy covers industry analysis, strategic positioning, competitive benchmarking, and acquisition-target scouting. Finance offers outsourced CFO support, long-range planning, KPI development, management incentive plans, banking facilities, shareholder relations, and financial valuations. Transaction Readiness prepares clients for market through qualitative and quantitative performance assessment and timing recommendations. The firm has executed notable mandates including advising Shutterstock on its Getty Images merger and subsequent Envato and GIPHY acquisitions, advising VSP Vision on its acquisition of Marcolin, advising Chilldyne in its sale to Daikin Applied, and multiple mandates for PetMeds.

The revenue model is professional services fees tied to completed transactions and ongoing advisory engagements, typically structured as transaction-based success fees or retainers; pricing is not publicly disclosed. Distribution is direct and relationship-based, with senior professionals originating and executing mandates through their personal networks, supplemented by a website, press releases, industry-event participation, and a referral relationship with SEC-registered broker-dealer Gallatin Capital LLC for securities-related services. The firm has 17 named professionals, is privately held with no outside investors or parent company, and uses no third-party AI or proprietary technology in its service delivery.

Name

CapM

Legal name

CapM LLC

Website

https://cap-m.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

11–50 employees

Short description

CapM LLC is an independent, senior-led M&A and strategic advisory boutique headquartered in New York with a Salt Lake City office, serving healthcare, technology, consumer, and media clients with transaction, corporate strategy, finance, and transaction-readiness services.

Ownership category

akta.pro rank

Product category

M&A Advisory

akta.pro primary industry

Corporate Finance & Capital Advisory (BPAHADAB)

akta.pro secondary industries

Buy-Side M&A Advisory (FSAEAGAB), Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC)

Keywords

• Mergers and acquisitions
• Investment banking advisory
• Corporate strategy consulting
• Financial advisory services
• Transaction advisory

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. M&A Advisory Services: CapM generates revenue through providing strategic and M&A advisory services to clients. This includes buy-side and sell-side advisory, mergers, acquisitions, business combinations, partnerships, and capital raises. Revenue is generated through professional fees associated with completed transactions and ongoing advisory engagements.

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core offering

CapM is an independent M&A advisory firm providing investment banking services on transactions involving sales, mergers, acquisitions, business combinations, partnerships, and capital raises. The firm also delivers corporate strategy, finance, and transaction readiness advisory services to publicly traded and privately held companies, founder-owned businesses, and private equity firms, primarily across healthcare, technology, consumer, and media sectors. Services are delivered by senior professionals on a white-glove, relationship-driven basis from offices in New York City and Salt Lake City.

Product overview

CapM is a strategic and M&A advisory firm (not a software or technology company) offering a unified set of advisory services centered around mergers, acquisitions, and corporate strategy. The firm delivers four interconnected service lines: M&A Advisory (investment banking and transaction execution), Corporate Strategy (strategic positioning and planning), Finance (financial analysis and valuation services), and Transaction Readiness (pre-transaction preparation and assessment). These services are delivered by senior professionals and are tailored to clients across healthcare, technology, consumer, and media sectors.

Differentiator

Problem solved

Functional benefit

Products and services

• M&A Advisory

Quantifiable outcome

• $59 billion in transactions by principals
• +3 more outcomes

Named customers28 records

Segments7 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators6 records

Recent moves6 records

Expansion highlights2 records

Direct peers

• Berkery Noyes: Mid-market M&A advisory firm focused on media, information services, and technology—precisely the verticals where CapM's Brian DeCicco previously led the practice. Highly comparable in deal size, client profile, and vertical focus.
• EC M&A: Healthcare-focused M&A advisory firm where CapM MD Gregg Blake was previously a Managing Director. Directly comparable in healthcare vertical focus, mid-market deal size, and senior-led service model.
• Bryan, Garnier & Co: European-headquartered investment bank focused on healthcare, technology, and consumer—sectors that align with CapM's verticals. CapM MD Gregg Blake was previously a Partner who co-led the healthcare practice and founded the firm's North American corporate finance business.
• Brown Gibbons Lang & Company: Independent mid-market M&A advisory firm serving similar client profiles (founder/PE-owned businesses) across consumer, healthcare, and industrial sectors. Comparable in transaction size band and senior-led engagement model.
• Palladio Corporate Finance: Mid-market M&A advisory firm that has co-advised with CapM on transactions (e.g., Datalogic/Solution Net Systems deal). Comparable in deal size, client mix, and cross-border execution capability.
• MarshBerry: Specialty M&A advisory and consulting firm serving similar founder/PE-owned businesses in insurance, wealth management, and related verticals. Comparable in deal size, senior engagement model, and relationship-driven GTM.

Broad incumbents

• Houlihan Lokey: Global investment bank with strong mid-market M&A advisory franchise spanning healthcare, technology, consumer, and media. A larger-scale competitor pursuing the same middle-market mandates as CapM but with significantly broader resources and global footprint.
• Lincoln International: Global mid-market M&A advisory firm with dedicated verticals including healthcare, technology, consumer, and media. Direct overlap with CapM's verticals but operates at larger scale with broader international presence.
• William Blair: Mid-market-focused investment bank with M&A advisory practice spanning technology, healthcare, consumer, and financial services. Competes with CapM for similar mid-market mandates but with a much larger platform and broader service offering.
• Stifel Financial: Diversified financial services firm with substantial middle-market M&A advisory practice. Competes with CapM for similar mid-market healthcare, consumer, and technology mandates but with significantly larger balance sheet and global reach.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about CapM