Santa Monica, CA
Michael Stone is a talented investment banker, passionate entrepreneur and value-added investor.
Since graduating Suma Cum Laude from the USC Marshall School of Business in 2007, Michael has specialized in middle-market investment banking, with a particular emphasis on advising entrepreneurial business owners on mergers & acquisitions and private placement transactions. Michael is currently a Senior Associate at Cappello Capital Corp., a prestigious middle marketing investment bank based in Santa Monica, CA.
In addition to his career in investment banking, Michael is actively involved in advising, managing and investing in early stage Southern California-based businesses. Michael is currently an investor and advisor to Sole Bicycle Co. (www.solebicycles.com), a Venice Beach-based manufacturer and retailer of bicycles and lifestyle apparel and accessories. Michael served as the Company’s CEO and CFO in 2012 and 2013, generating sustained 100%+ growth and profitability.
Over the course of his career, Michael has advised clients in a broad array of industries including business services, industrials, financial institutions, consumer/retail, marketing, manufacturing, real estate, renewable energy, and restaurants. Michael is particularly skilled at conducting buy-side and sell-side due diligence, financial modeling, and negotiating transaction structures and legal documentation.
Notable Investment Banking transaction include:
The management buyout of Total Transportation Services Inc., a national drayage trucking, construction services and logistics business by Saybrook Capital;
The take-private and restructuring of Grill Concepts, Inc., the California-based parent company best known for The Grill on the Alley and Daily Grill Restaurant chains;
The acquisition of marketing agency Y Partnership on behalf of his client MMG Worldwide, the largest travel and hospitality focused marketing agency in the United States; and
The sale of a majority stake in Kensington Vanguard, one of the largest independent full-service national title insurance agencies in the country.
Michael was born in Denver, CO and currently resides in Marina Del Rey, CA. He enjoys traveling to surf destinations throughout the World, backpacking remote territories in Alaska, helicopter skiing in the Canadian Rockies, and playing ice hockey and golf.