Brian Davies

Managing Partner at Capstone Partners

Brian Davies serves as the Managing Director and Head of the financial advisory services (FAS) practice. He has approximately 20 years of professional experience working extensively in the fields of corporate recovery, business reorganization and interim management services. He has provided financial advisory services to lenders, debtors, creditors’ committees, trustees and equity holders in bankruptcy matters and out-of-court restructurings. Brian has provided assistance to under-performing businesses, potential acquirers of distressed assets / entities, and advised clients on general business issues. He has advised and worked with financially distressed companies to develop cost containment and asset rationalization plans, improve liquidity, re-engineer financial and other back-office functions, and enhance cash flow. His industry experience includes Retail, Security, E-Commerce, Real-Estate and Housing, Manufacturing, Distribution, Automotive, Construction, Hospitality, Environmental Testing Laboratories, Aviation, Food/Beverage, Mining and Healthcare.

Brian has served as an Operating Partner in a leading global private equity firm focused on management buyouts and recapitalizations of middle market companies as well as growth equity investments. His primary objective was managing all distressed/challenged operations of any portfolio company experiencing performance issues, liquidity concerns, covenant breaches, availability diminution, management voids and synergy attainment. He has served as an interim “C” level manager, sat on the boards of portfolio companies, and partnered with deal teams on both buy and sell side diligence and negotiations ensuring the portfolio companies are running efficiently and accreting maximum value through strategic planning, cost cutting and operational assessments.

While as a Managing Director and Co-Head of Mesirow Financial Consulting’s New England Practice, Brian spearheaded national large-scale projects that ranged in size from $10 million to over $30 billion in total revenue focusing on the overall turnaround of at-risk operations within diverse and industry leading clientele platforms. He also coordinated full project lifecycle, including planning, budgeting, reporting, field operations, negotiations, contract administration, and risk management.

Location

Boston, United States

Links


Org chart


Teams


Offices


Capstone Partners

Capstone Partners is one of the largest independently owned investment banking firms in the United States. For over 20 years, the firm has been a trusted advisor to leading middle market companies, offering a fully integrated range of expert investment banking and financial advisory services uniquely tailored to help owners, investors, and creditors though each stage of the company's lifecycle. Capstone's services include M&A advisory, debt and equity placement, corporate restructuring, special situations, valuation and fairness opinions and financial advisory services.


Industries

Employees

201-500

Links