Whether you’ve received a pre-emptive offer to buy your business, or are considering a sale in the future, CapM will provide you with confidential, conflict-free advice and guidance in whatever capacity you need.
We are pre M&A consultants, not investment bankers.
Independent guidance to help you evaluate your options and move forward with confidence —on your terms.
CapM Strategies helps business owners prepare for their exit on their terms.
Unbiased, objective reviews of the business owner’s situation and personalized guidance for their exit, regardless of whether or not they choose to sell.
Deep M&A experience applied pre-transaction to leverage maximum value
A singular focus on the highest-value and highest-leverage deal components, regardless of where an owner is in the process.
Hourly rates for guidance and expertise (no success fees).
Owners can start and stop support when it makes sense for them (no long-term contracts).
Bruce was an investment banker for 35 years and was a founding partner of St Charles Capital, Colorado’s leading M&A advisory firm prior to its sale to KPMG. Throughout his investment banking career, Bruce worked in a wide variety of industries including consumer products, manufacturing, retail, professional services and financial services. He led transactions involving sell and buyside M&A, debt and equity capital raises, fairness opinions and asset backed securitizations.
Currently, Bruce spends his time advising private business owners contemplating exit strategies. He has advised business owners in the software, renewable energy, consumer product, consulting, transportation and professional services industries. Bruce also works with select nonprofit foundations, helping them develop strategies and execute on social impact investments.
A former Peace Corps volunteer, Bruce has maintained an active role in his community, having served on numerous nonprofit boards including the Denver Public School Board, Mile High United Way, the Data Quality Campaign, the Colorado Zoological Trust, the Denver Employee Retirement Board and Mile High Early Learning. He has also served on both mayoral and gubernatorial transition committees.
CapM Strategies collaborates with Josh Cashman, CFA of PreMA Counsel, on select engagements where additional perspective and experience add meaningful value for clients. Josh Cashman is a financial consultant and business owner with extensive experience in financial analysis, investment management, and regulatory compliance. He has spent his career advising clients on matters involving finance, M&A, and valuation. Josh co-founded, operated, and sold two financial advisory firms (Intrinsic and Arcstone Partners), focused on business analysis, due diligence, valuation, and consulting in the context of M&A and fundraising. He started his career in the investment sector at the TIAA Trust Company, opening its first southwest regional office in Denver. At that time, he provided financial and estate planning services while completing the University of Denver’s graduate evening law, finance, and MBA programs.
Over the course of his financial advisory career, Josh and his teams have completed thousands of complex debt and equity analyses across industries, emphasizing financial reporting for GAAP and IFRS compliance (in the context of M&A). In addition, he has completed expert testimony for transaction opinions in state and federal courts. Josh understands investment objectives for investors in public and private markets, including hedge funds, private equity funds, family offices, foundations, and venture capital funds.
Josh remains involved in his local community by serving the Board of the Parent Teacher Association of his children’s elementary school, University Park Elementary. He also serves as adjunct professor at the University of Denver’s Daniels School of Business. In addition, he continues to operate a passive eCommerce business, selling ancient grains and herbal remedies, dedicated to the life of Saint Hildegard of Bingen. Above all, Josh values his time in the outdoors with his wife and two boys.
In addition to consulting business owners on M&A transactions, Josh supports family offices and foundations on impact investment through a related practice (iCubed).
CapM Strategies and PreMA Counsel operate as independent firms. Collaborative engagements are structured on a per-matter basis.
