Diane Cabo
What I Do
- MS Capital – Investment Banking
Licenses & Designations
- General Securities Representative (Series 7)
- FINRA Uniform Securities Agent (Series 63)
- Investment Banking Representative (Series 79)
Education
- B.S. (Finance, Marketing)
Boston College - MBA (Finance & Entrepreneurship)
Pepperdine Graziadio Business School
Background
Ms. Cabo brings twenty years of experience originating and executing middle market M&A transactions. At Marshall & Stevens, she leads critical deal processes from initial evaluation through closing, delivering disciplined execution and strategic guidance that helps clients maximize value in complex transactions.
Prior to joining Marshall & Stevens, Ms. Cabo spent more than ten years as a Managing Director at CriticalPoint, where she originated and executed M&A transactions and advised business owners through complex strategic and financial decisions across consumer, business services, industrial, manufacturing/distribution and healthcare services. Earlier in her career, Ms. Cabo held investment banking roles at Greif & Co. and WestPark Capital, where she executed sell side M&A engagements for middle-market companies. Ms. Cabo began her career as Director of Operations for a Boston based hedge fund.
Ms. Cabo earned her B.S. in Finance and Marketing from Boston College and an MBA from Pepperdine University’s Graziadio School of Business, and holds Series 7, 79, and 63 licenses.
Professional Highlights
Employment History
- MS Capital
Managing Director, 2026-present - CriticalPoint
Managing Director, Investment Banking, 2016-2026 - Greif & Co.
Vice President, Investment Banking, 2014-2016 - WestPark Capital, Inc.
Vice President, Investment Banking, 2007-2014 - Cabo Consulting
President, 2006-2014 - Integrity Capital Management
Director of Hedge Fund Operations, 2003-2004 - Westfield Capital Management
Equity Research Specialist, 2001-2003