Capstone

Congratulations to HASI on successfully providing project financing to Vision RNG. Vision RNG (VRNG) is a leading developer, owner, and operator of landfill gas (LFG) to renewable natural gas (RNG) facilities. Capstone acted as an advisor to HASI on this transaction Read more about the transaction here: https://lnkd.in/gdVD5bbA To learn more about Capstone's regulatory due diligence services, visit our website: https://lnkd.in/gkh3fckM

Capstone is proud to have Angela Lamari, Hunter Hammond, Alec Vaughan, FRM, and Joshua Parker’s analysis featured in POLITICO’s Morning Healthcare newsletter. Their insights on the FTC’s decision not to intervene in Novo Nordisk’s acquisition of Catalent highlight the broader implications of this regulatory move, offering valuable perspective for investors. Read the newsletter here: https://lnkd.in/eYUJpkEz

Congratulations to TowerBrook Capital Partners L.P., J.C. Flowers & Co., and Railsr on their agreement to acquire Equals Group Plc. Capstone acted as a regulatory due diligence advisor on this deal. To learn more about Capstone's regulatory due diligence services, visit our website: https://lnkd.in/eD_ZTXT9

Capstone analyst Kennedy Nickerson has been a vital resource for those seeking to understand the risks facing loans that the DOE's Loan Program Office has awarded ahead of the Trump administration. She recently spoke with Bloomberg to discuss how the looming #governmentshutown will impact these loans. Read the article here: https://lnkd.in/e48r5QUn Find more news coverage featuring Kennedy on our website: https://lnkd.in/ebMjDZRi

Capstone is thrilled to participate in JPMorgan's Annual Healthcare Conference in San Francisco from January 13–16, 2025. Our healthcare team will host a breakfast on January 14, 2025, to discuss emerging healthcare trends and their impact on investors. To book a meeting, connect with Arjan Peters, Brett Doyle, Grace Totman, Hunter Hammond, or Wylie Butler on LinkedIn, or reach out to Arjan at apeters@capstonedc.com.

Online, on tv, and—my goodness—in actual paper newspapers, there’s lots of talk about how the present moment is one of great uncertainty.  But if you need to plan or act around this transitional time, this description isn’t really helpful. We need to be more precise. For a variety of reasons, it is possible—but not certain—that there will be a significant “realignment” across multiple spheres of human activity: The things currently in flux include the way we think and work; the rules that shape our health, environment and markets; and the practices that affect how we trade and promote international peace and security. Over the past few weeks, my colleagues at Capstone have helped clients better understand and assess the prospects for change in these areas, both in the #UnitedStates and globally. They’ve done this through in-person discussions, conference calls and written commentaries about a second #TrumpAdministration's impact on #artificialintelligence, #healthcare, #chemicals and #plastics regulation, #housingfinance, #tariffs, and #Europe’s economy and regulation of #energy, #competition and #technology. Kudos for leadership to J.B. Ferguson, Grace Totman, Hunter Hammond, Walker Livingston, John Donnelly, Makenzy Mohrman, Andrew Gier, CFA and Mathew Gilbert for their teams' great work in these areas. I even got into the act, hosting a discussion on what to expect for #USIndia relations over the next four years with Ambassador Navtej Sarna, who served as #India's Ambassador to the United States during President Trump’s first term. The verdict? There will be tailwinds from cooperation in areas like #defense, #biotechnology, #semiconductors, artificial intelligence, commercial #space, #energy and promoting a free, open and peaceful #IndoPacific; there will also be headwinds from an unbalanced #trade relationship, changes in U.S. #immigration policy and India’s purchases of #oil from #Russia.   Ambassador Sarna, along with former Government of India Secretaries Dhanendra Kumar and Vishwapati Trivedi, comprise Capstone’s India Advisory Board. Combined with the firm’s analysts in #NewDelhi and #Mumbai, they deliver significant expertise in forecasting policy, quantifying its impact, and creating strategies to help businesses and investors capitalize on opportunities in the world’s fastest growing large economy. Many thanks to my colleagues Mina Hite for producing the discussion with Ambassador Sarna and Hallie Ryan for creating this nifty graphic.

Capstone's Kennedy Nickerson’s analysis of the Department of Energy’s Loan Programs Office, featured in Politico, highlights opportunities for utilities pursuing diverse strategies to secure federal loans. The $2.5 billion commitment for renewable and storage projects in Wisconsin signals a shifting funding landscape for clean energy under evolving federal policies—key insights for investors tracking utility transitions: https://lnkd.in/gtCk9dZG Discover more insights from the Capstone's clean energy experts here: https://lnkd.in/eCCaDqt2

Congratulations to ZMC on its investment in Pure Wafer, America's largest and most advanced supplier of silicon wafer solutions and services to the global semiconductor manufacturing industry. Capstone acted as an advisor to ZMC on this transaction. Read more about the transaction here: https://lnkd.in/gQsaziYt To learn more about Capstone's regulatory due diligence services, visit our website: https://lnkd.in/grYiyEjJ

Congratulations to Lee Equity Partners, LLC on its acquisition of Cooper Parry, a leading provider of accounting and business advisory services to corporate SME and individual clients in the United Kingdom. Capstone is pleased to announce our involvement as an advisor to Lee Equity on this deal. Read more about the transaction here: https://lnkd.in/eq4zgM_h To learn more about Capstone's regulatory due diligence services, visit our website: https://lnkd.in/gBs7XDJe

Capstone's Kennedy Nickerson, a former policy adviser to the Department of Energy's Loan Programs Office, was quoted in the New York Times discussing its efforts to advance loan commitments ahead of the incoming Trump administration. Kennedy highlighted the urgency to safeguard progress on key energy projects. Read the article here: https://lnkd.in/d7YqDUcQ #EnergyPolicy #CleanEnergy #DOE