“Two Strikes, Hire a Financial Advisor; Otherwise It Will Be Three Strikes and You Are Out!”

Thursday, August 12, 2021, 9:00 am


What are the advantages of hiring a financial advisor? 


Mr. Stapel, Group Head of Fifth Third Business Capital, and Mr. Stone a Managing Director in Capstone Partners Financial Advisory Services, present this topic from both a banker’s and consultant’s points of view. They draw on their years of experience of lending to, advising to, and turning around companies in various stages of financial distress.  This discussion will include case studies which illustrate why a financial advisor is a key to turning a company around and the balancing act the secured lender has to do to introduce the advisor.








Bill Stapel
Senior Vice President, Group Head
Fifth Third Business Capital

Bill Stapel has more than 35 years’ experience within the financial service industry, with an emphasis in asset-based lending and credit risk management. Bill has deep expertise in credit administration, policies and procedures in commercial banking, asset-based lending and real estate lending.
Bill began his career as an auditor with Heller Financial and held various positions with the asset-based lending teams at StanChart Business Credit and LaSalle Bank. When LaSalle was acquired by Bank of America in 2007, Stapel served as regional risk executive for Bank of America’s asset-based lending unit, a position he held until joining Cole Taylor Business Capital as group senior vice president in 2009. When MB Financial acquired Cole Taylor in 2014, he continued to manage a team of lenders at MB Business Capital. MB Business Capital was acquired by Fifth Third in 2019.
Today, Bill leads Fifth Third Business Capital’s team of asset-based lending professionals who provide creative asset-based financing to middle market companies throughout the United States and Canada from $5 million and up.

Sheldon Stone
Managing Director
Capstone Partners Financial Advisory Services

Sheldon is a Managing Director with Capstone Partners’ Financial Advisory Services (FAS) group. With more than 35 years of experience, he is a recognized expert at providing financial and strategic solutions to companies in the automotive, energy, building materials, construction, manufacturing, real estate, and retail industries. He represents debtors, creditors and other parties-in-interest and has extensive experience in vendor and customer negotiations, accommodation agreements, debt restructurings and recapitalizations. Sheldon provides assistance in the planning and execution of sell-side processes and the disposition of underperforming assets. He has served as an interim CEO, CRO, and Court-appointed Receiver.


Prior to joining Capstone, Sheldon was a Partner and Restructuring Practice Leader with Amherst Partners. Previously, he was a Partner with The Pillar Group LLC, a provider of restructuring and turnaround services to middle market companies which merged with Amherst in 2005. He was a Senior Manager of Consulting Services with Plante & Moran, providing strategic planning and turnaround/performance improvement services. Before that Sheldon held positions of increasing responsibility with DFS Galleria, culminating as General Manager of the Hawaii division. Sheldon started his career as a consultant with Booz, Allen, and Hamilton providing performance improvement and strategic planning services.


Active in his community, Sheldon is a past Chair of the Board of Jewish Family Service of Metropolitan Detroit and serves on organization’s Finance Committee, and is a member of the Business Practices Committee of the Jewish Federation of Metropolitan Detroit.