SUCCESSFUL ACQUISITIONS

M&A Insights from David Braun and Other Experts

Latest Articles

3 Tips for Leaders from the 2018 Winter Olympics

3 Tips for Leaders from the 2018 Winter Olympics

Athletes from around the world have gathered for the 2018 Winter Olympics, which officially kicked off with the opening ceremonies on February 9 in Pyeongchang, South Korea. As you watch the games and cheer on your favorite team, here are three leadership lessons to consider. 1. It takes a team Expectations were high for American […]

Tax Reform and M&A: What You Need to Know – New Webinar

The new tax bill signed into law on December 22, 2017 brings about sweeping changes to many aspects of the US tax system, including mergers and acquisitions. Understanding the complex ramifications of the new tax law and how it will impact your company is critical. Join our new webinar with leading tax attorney Alexander Lee to […]

4 Reasons Why You Need an M&A Advisor

4 Reasons Why You Need an M&A Advisor

You can do an acquisition on your own, but there are many advantages to having an experienced third-party advisor. Should you hire an advisor for mergers and acquisitions? Many companies execute acquisitions on their own and are successful. In fact, there are entire corporate development divisions whose primary focus is to pursue mergers and acquisitions […]

5 Tips for Finding the Right Markets for Acquisition

5 Tips for Finding the Right Markets for Acquisition

You’ve identified the perfect company to buy. The target has solid financials, a state-of-the-line facility, and a well-recognized brand name. Acquiring this company would double your revenue today. So, of course you should go for it. What could go wrong? Wait! Before you sign on the dotted line, make sure to conduct thorough market research. One […]

2 Reasons Why You Should Say No to Opportunity

2 Reasons Why You Should Say “No” to Opportunity

Knowing when to say “no” to opportunity is just as important as knowing when to say “yes.” Growing your company is exciting and it’s tempting to pursue a good opportunity when you see it. Saying “no” does not come naturally to most of us. While you might be afraid to turn down an opportunity because […]

M&A Update Full Year 2017 [Infographic]

M&A Update: Full Year 2017 [Infographic]

2017 saw a higher number of smaller acquisitions. Global M&A value remained flat at $3.6 trillion while the number of deals increased by 3% to 49,448 when compared to 2016. Average deal size reached $73 million, a 3% decrease. In the US deal value dropped by 16% while the number of deals rose by 14%. Average […]

4 Tips for Acquisition Strategy

4 Tips for Getting Your Acquisition Strategy Right

Many companies struggle to execute successful deals because they lack a strong M&A strategy. In a survey conducted by the National Center for the Middle Market, 38 percent of middle market companies said that developing the right strategy was their biggest challenge in M&A. That number may actually be higher because often companies react to opportunities […]

NACUSO webinar - Leveraging CUSOs for Noninterest Income

Leveraging CUSOs to Increase Non-Interest Income – NACUSO Webinar

In the past, traditional tactics may have worked, but the industry is evolving, and credit unions must innovate to succeed. In a low-interest rate environment, one of the areas of concern is how to generate non-interest income. Forward-thinking credit unions are developing new strategies to generate non-interest income while adding value to members. Embracing the […]

Nestle Sells US Chocolate Business – 3 Lessons for Middle Market Buyers

Nestle Slims Down, Sells US Chocolate Business – 3 Lessons for You

Nestle is selling its US chocolate business, which includes brands such as BabyRuth, Butterfinger, and Crunch to Ferrero for $2.8 billion. The deal is part of Nestle’s strategy to sell underperforming brands and refocus on healthier products and fast-growing markets. Nestle recently acquired vitamin maker Altrium Innovations for $2.3 billion and is rumored to be […]

3 Reasons why M&A may be the best option for growing your company

3 Reasons Why M&A May Be the Best Option for Growing Your Company

Are you missing out on opportunities for growth?  External growth, where you partner with another organization outside of your own, is often a neglected opportunity. External growth comes in many forms including mergers and acquisitions, joint ventures, strategic alliances, minority interest, and can be tailored to suit your needs. Here are three reasons why external growth […]

Strategic Growth Through M&A 2018 Capstone Webinar Schedule

Strategic Growth Through M&A: 2018 Capstone Webinar Schedule

Take your company growth to the next level in 2018. Join our team of M&A professionals for a series of exciting webinars this year. Since 1995, Capstone has helped clients fulfill their dreams by executing strategic growth and mergers and acquisitions and we are happy to share our expertise with you. Join our expert-led webinars […]

Capstone announced today that ATW Companies (ATW) of Warwick, Rhode Island has sold its Stamping Division.

ATW Sells Stamping Division to Focus on Core Business and Long-term Growth

Capstone advised ATW on long-term strategy which resulted in the divestment of the Stamping Division to refocus on ATW’s core business. Capstone Strategic, Inc. (Capstone) announced today that ATW Companies (ATW) of Warwick, Rhode Island has sold its Stamping Division to Crystal Engineering (Crystal) of Newburyport, Massachusetts. Capstone advised ATW on its long-term strategy to refocus […]

3 Tips for Sticking with Your Company Goals in 2018

3 Tips for Achieving Your Company Goals in 2018

On January 1st many people make New Years’ resolutions to lose weight, exercise regularly, or save money. Unfortunately, many abandon these resolutions shortly after making them. We stop going to the gym and end up blowing our budget on a shiny new widget. The new year is also a time when companies set their own […]

John Dearing Capstone CUbroadcast

No Risk, No Reward. Capstone Speaks on CUbroadcast

Some may be afraid to try new strategies for growth, but you must take chances to succeed. Although embarking on the unknown can be frightening, in a way, not taking any action is a choice that can come with equally scary consequences: losing out to competitors, failing to fulfill members’ needs, or becoming obsolete. Fortunately, […]

M&A in Review 2017

M&A in Review: Top Posts from 2017

2017 has been an exciting year. From regulatory changes to tax reform, to the economy, navigating the business environemnt has been filled with ups and downs. Despite this, 2017 was a strong year for M&A activity, especially in the middle market. In light of the volatility, companies turned to smaller deals rather than larger transactions […]

Amazon Bookstore Logistics

Remember When Amazon Was a Bookstore? Broadening Your Perspective on Strategic Growth

With the holiday season in full swing, chances are you’ve sent or received packages from Amazon. Over Thanksgiving and Black Friday, Amazon brought in 45% of all online transactions. Although we don’t have numbers for Christmas yet, you can bet Amazon sales are making up a huge share of the sales. Amazon’s dominance as an […]

Hershey Campbell Acquire Healthy Snack Brands to Follow Customer Demand

Hershey, Campbell Acquire Healthy Snack Brands to Follow Customer Demand

Customers are one of the strongest forces affecting your business today and in the future. Your company’s long-term success depends on their sustained demand for your products and services for years to come. Two recent acquisitions demonstrate the strong pull of customer demand in shaping company success. In the past week both Hershey and Campbell […]

What Keeps You Up at Night Advice for Family-Owned Businesses

What Keeps You Up at Night? 5 Tips for Family-Owned Businesses

All business leaders face the stresses of leading an organization; but owners of privately-held, family-owned businesses are in a unique position. Not only do they need to balance the rigors of running a company, defending market share, and dealing with regulatory issues, they must also simultaneously deal with family dynamics. Imagine having the dynamics of […]

Mars makes minority investment in kind

Mars Makes Minority Investment in Healthy Snack Maker Kind

Sugar is not so sweet anymore. Blamed for making people sick and causing obesity, consumers are turning to healthier options and governments are trying to curb sugar consumption. Faced with these market dynamics, Mars recently announced it has made a minority investment in Kind Snacks. Kind’s products are made without artificial ingredients and include bars, […]

3 Ways Strategic Acquisitions Can Help Your Company Remain Competitive

3 Ways Strategic Acquisitions Can Help Your Company Remain Competitive

Companies are pursuing M&A in order to compete with the likes of Amazon, Facebook, and Google, and stay relevant with consumers. Technology is transforming multiple industries – not just media and telecommunications – but also healthcare, food and beverage, and automotive. Deals by strategic acquirers from a wide array of industries reached a record $200 […]