Capstone

Capstone European Trade Analyst Aaron Gao discusses why investors and corporates with exposure to China should play close attention to the EU's June trade deal with the US. Key Insight: For investors, policy now matters far more to an asset’s value than before—where a business sits relative to the EU’s economic security agenda increasingly shapes its prospects, and reading that policy direction early has become central to weighing risk and opportunity. Read Aaron's full analysis: https://lnkd.in/eX57akdh Learn more about Capstone's National Security and Defense policy analysis: https://lnkd.in/euNfKWaF

Following Germany's passing of the Building Modernisation Act earlier last month, Capstone Energy Analyst Charlotte Bucchioni untangles how this will impact heat pump producers and the renewable heating landscape. Key Insight: Heat pumps manufacturers and district heating could face short-term demand weakness if owners rush to install gas and oil systems before the act's blending requirements take effect in 2029. Read Charlotte's full analysis: https://lnkd.in/e4mEWnHJ Learn more about Capstone's Energy policy analysis: https://lnkd.in/gzNg27kS #EnergyPolicy #RenewableHeating #CapstoneInsights

We are excited to announce the official opening of our Brussels office! Capstone's Corporate Solutions Europe team — Daniel Capparelli, Emma Eatwell, Alessandro Gangarossa, Janis Rinaldi, Sara Todini, and Alessandra Cassisi — is looking forward to welcoming you as we take this important step in growing our European presence.

Capstone is proud to announce a significant expansion of our European Corporate Advisory practice, reflecting our growing UK and EU presence amid heightened policy and geopolitical volatility across key sectors. “This team brings exceptional cross-border experience and a proven ability to translate political and regulatory complexity into strategic advantage,” says David Barrosse. “Their decision to join Capstone reflects both our growth trajectory and our ambition to build the leading policy-driven corporate advisory platform in Europe and continue to help our clients navigate volatility.” We are excited to welcome a group of experienced professionals from Global Counsel: Daniel Capparelli, Managing Director, Head of European Corporate Advisory Emma Eatwell, Managing Director, Corporate Advisory, Head of EU Healthcare Harrison Coldray, Vice President, Services and Technology Janis Rinaldi, Senior Associate Deirdre Bellingan, Senior Associate Tommi Kiukkanen, Associate Learn more about our European Corporate Advisory practice here: https://lnkd.in/ebAJFMUC As regulatory fragmentation reshapes global markets, we are investing in cross-border expertise that integrates political intelligence, economic insight, and sector specialization across London and Brussels. We are actively exploring additional senior hires across all sectors Capstone covers to continue to predict policy, quantify impact, and create strategy for our clients.

Congratulations to CVC on its investment in Bamboo, a data-enabled insurance distribution platform providing homeowners’ insurance and related products to the residential property market in California and Texas. Capstone acted as a regulatory advisor to CVC on this transaction.

Congratulations to CPP Investments on its investment in OneDigital, a leading insurance brokerage, financial services, and workforce consulting firm. Capstone acted as an advisor to CPP Investments on this transaction. Learn more about the investment here: https://lnkd.in/gVP_nkih Learn more about Capstone's regulatory due diligence services: https://lnkd.in/eJgrEz48 #DealAnnouncement #InsuranceBrokerage #FinancialServices