Brad Goldsmith is a Director within Capstone’s Financial Advisory Services group. Brad has more than 20 years of experience in mergers and acquisitions, financial due diligence, management consulting, corporate restructuring, and public accounting. He has industry expertise in both Wealth and Asset Management and Waste Management in addition to experience with transactions across many other industries.
Prior to joining Capstone, Brad was a Senior Manager in the deal advisory practice at KPMG where he provided financial due diligence services to private equity and corporate clients focusing on activity in the financial services and waste management industries. Additionally, Brad was the Head of Business Development and Strategy for Manulife Financials’ Investment Division. At Manulife he focused on the development of the company’s wealth and asset management capabilities through acquisition. He also led the working group responsible for the initial strategic plan and organization design of the company’s new Wealth and Asset Management division. Brad also worked on the corporate restricting and turnaround of General Motors.
Over the course of his career, Brad has advised more than 50 companies through significant strategic transitions involving both public and private middle market companies with varying situations.