Jeff Walchli

Jeff Walchli

Founder / Principal

Born in Marin County – a Bay Area native - Jeff is one of the founders of Capstone. Prior to the founding of Capstone, Jeff worked in Investment Banking where he arranged structured debt/equity investments, including various lease structures, term/bridge loans, warehouse facilities, and partnerships amounting to over $10 billion in transaction volume. Jeff specialized in underwriting and credit risk analysis of commercial real estate and other assets for Fortune 500 clients. In later years, Jeff covered Technology, Financial Sponsors and Consumer & Retail clients, assisting with various transactions including: Mergers & Acquisitions Advisory, Leveraged Finance, Private Placements (equity and debt) and Public Equity Transactions (initial public offerings/converts) amounting to over $20 billion of transaction volume.

CAREER HIGHLIGHTS

EDUCATION
Jeff graduated cum laude with a Bachelor of Arts degree in Business Economics and a minor in Entrepreneurship from the University of California, Los Angeles (UCLA).