Established Industry Presence Capital Institutional Services has a long-standing presence in the financial services industry since 1977, serving institutional investors with comprehensive execution and commission management solutions, which indicates strong client loyalty and trustworthiness in the market.

Recent Acquisition Growth The recent acquisition of TD Securities' Plan Sponsor Services and the assets from Innovest Systems demonstrates CAPIS's active expansion strategy, offering new cross-selling opportunities across a broader range of institutional and sponsor accounts.

Technological Capabilities CAPIS's utilization of advanced trading technologies and its unique offerings such as research credit on global equity trades and commission recapture services position it as a technologically innovative provider, appealing to clients seeking efficient, conflict-free trading solutions.

Market Focus With a focus on global equity, fixed income, derivatives, and transition management, CAPIS targets institutional investors with diverse asset classes, providing opportunities to position additional services or expanded solutions within these core markets.

Strong Financial Base Generating between 100 million and 250 million dollars in revenue with a sizable team of up to 200 employees, CAPIS offers a stable and scalable partnership potential, especially when approaching mid-sized institutions seeking advanced execution and commission management services.