Capstone

About

Capstone Strategic is the meeting point of passion and process in the field of mergers and acquisitions. Founded in 1995 by CEO David Braun, Capstone meets the unique demands of mid-market companies and their corporate growth initiatives. We help clients achieve their dreams through proactive strategic growth programs and successful acquisitions. Put simply, we help companies grow.

Popular

Healthcare 2013 Trends

Healthcare: 2013 Trends and 2014 Outlook

Strong healthcare M&A activity is predicted for 2014 as the industry faces market and regulatory changes.  Click on the infographic for a closer look at 2013 trends and 2014 predictions.

Capstone Webinar: Keys to Integration Success

Capstone Webinar: Keys to Integration Success Thursday, September 17, 2009; 1:00 PM ET Hosted by David Braun, Capstone CEO Join Capstone CEO David Braun as he leads a webinar on how to successfully plan and execute the integration of two companies. The closing of a deal is the fruition of months — even years — […]

State of Midmarket M&A Q1-Q3 2014 Update: Capstone Report

Survey Shows Steady Growth in Midmarket Mergers & Acquisitions

Capstone’s State of Midmarket M&A Q1-Q3 2014 Update indicates a steady growth in midmarket mergers and acquisitions. We surveyed midmarket executives from multiple industries to learn how the first nine months of 2014 matched expectations from 2013, and to indicate any new trends in midmarket M&A. The survey was conducted in October 2014, and follows a […]

Recent Posts

Credit Unions Face New Competition from Private Equity

Credit Unions, Banks Face New Competition from Private Equity

Private equity is creeping into the role typically taken on by traditional financial institutions like credit unions and banks: business lending. The Wall Street Journal estimates PE firms loans to midsized business jumped from $300 billion in 2012 to over $500 billion in 2017 and this trend is expected to continue. Private equity firms, like […]

Capstone Presents at the Annual Strategic Lending Conference

Capstone Managing Director John Dearing spoke at CU Conference’s Annual Strategic Lending Conference held in Lake Tahoe on July 26-29, 2018. John presented two exciting sessions: How to Make Educated Decisions to Solve Your Lending Challenges and Focus First: A Proven Process for Evaluating and Prioritizing Options. In the first session, leaders learned how to overcome challenges […]

M&A Update: 1H 2018

Global M&A value reached $2.5  trillion in the first half of 2018, an increase of 61% while the number of deals decreased by 10% when compared to the same period in 2017. This is the strongest first half since records began in 1980. Deals are getting bigger with 81 mega deals valued over $5 billion accounting […]

4 Reasons to Consider External Growth for Your Credit Union

4 Reasons to Consider External Growth for Your Credit Union

Today’s economic environment is changing rapidly. Consumers are embracing fintech and new players are moving into the credit union space. At the same time, the cost of compliance is rising and non-interest income is dwindling. What does this mean for credit unions? The days of going about business as usual are gone. In order to […]

PPS Impact Magazine Article by John Dearing, Capstone

How to Prepare Your Practice for Sale – New Article in PPS Impact Magazine

Are you thinking about selling your practice? Whether you are thinking about retiring or moving on to a new company, a robust plan is a must for maximizing your success.There are many factors to consider including determining your goals, understanding the financial and legal implications of a sale, and knowing which advisors you’ll need on […]

Insights from AXFI

Credit Unions, Analytics, and Innovation – Insights from AXFI

Last week John Dearing, Capstone’s Managing Director, attended the 2018 Analytics and Financial Innovation (AXFI) Conference in Minneapolis. Here are few of John’s observations from AXFI: Data used the right way for decision-making and segmenting can help an organization be more successful, especially when it is marketing to and trying to retain members There is […]

5 Ways to Balance Being Tough with Playing Nice in M&A Negotiations

5 Ways to Balance Being Tough with Playing Nice in M&A Negotiations

Negotiating for an acquisition is unlike most other negotiations where once the deal is finalized, you and the other party will part ways never to see each other again. With strategic acquisitions, often you will continue working with the seller once the transaction closes so protecting your relationship throughout the acquisition process, including during negotiations, […]

Capstone Strategic Advises Kaneka on Deal with AB-Biotics of Spain

Capstone Strategic Advises Kaneka on Deal with AB-Biotics of Spain

Kaneka Corporation entered into a licensing agreement for AB-Biotics’ probiotic technology in Japan and North America and has acquired 34.8% of AB-Biotics shares. Capstone Strategic, Inc. (Capstone) announced today that Kaneka Corporation (Kaneka) of Tokyo, Japan and AB-Biotics, S.A. (ABB) of Barcelona, Spain have signed a licensing agreement which grants Kaneka the exclusive right to […]

how does fintech impact your CU

What Is Fintech? And How Does It Impact Your Credit Union?

“Fintech” is a buzzword everyone is hearing today, but what does it really mean and how does it impact your organization? Kirk Drake CEO of Ongoing Operations and CU 2.0 and John Dearing, Managing Director of Capstone recently discussed these questions in a webinar. “Fintech is nontraditional services that are financial in nature provided by […]

Credit Unions CUSOs and Fintech

Credit Unions, CUSOs and Fintech – 3 Tips for Finding the Right Partner

It’s no secret that credit unions must embrace technology in order to succeed in today’s marketplace. Last year, $31 billion were invested in the fintech industry through M&A, venture financing, and private equity buyouts. In the last four years funding for fintech startups has increased at a compound annual growth rate of 41%, reaching $40 billion […]

John Dearing Capstone CUbroadcast

Valuation of Today’s CUSO: Capstone Interview on CUbroadcast

Capstone’s John Dearing recently spoke to Mike Lawson of CUbroadcast at the 2018 NACUSO Network Conference. The interview covers key points from John’s breakout session with Guy Messick “What Is Your CUSO Worth? Valuation for CUSOs and Marketplace Trends.” In case you missed the live interview, you can watch the recording on the CUbroadcast website. In this […]

David Braun Offshore Technology Conference

Capstone CEO David Braun Selected to Speak at the Offshore Technology Conference

Are you looking for new ways to grow your company? Join Capstone CEO David Braun for a presentation on “Overcoming the Growth Plateau” at the Offshore Technology Conference (OTC) in Houston on May 2, 2018. David will discuss new ways to think about growth and explore how energy companies can leverage acquisitions to grow. If […]

M&A Update 1Q 2018 - Infographic by Capstone

M&A Update: 1Q 2018 – Global M&A Reaches New High

Global M&A value reached a record $1.2 trillion in the first quarter of 2018, an increase of 60% while the number of deals decreased by 11% when compared to 1Q 2017. This is the strongest first quarter since records began in 1980. In the US, deal value rose by 59% and the number of deals […]

How credit unions can partner with fintech webinar

How Credit Unions Can Partner with Fintech

Do you want to grow your credit union and offer more to members? Consider a fintech partnership. While embracing fintech may seem risky, the reality is your members like fintech and are going to use it whether you have it or not. If they do not get the fintech solutions they want from you, it’s […]

What is your CUSO worth

What Is Your CUSO Worth? Find Out at the 2018 NACUSO Network Conference

Are you planning to sell or buy ownership units in a CUSO? Are you making an initial offering for a new CUSO? Are you an existing company that intends to become a CUSO by selling ownership units? Will your CUSO buy a business or merge with another CUSO? If any of these situations applies to […]

Capstone Guides PSCU Acquisition of CU Recovery and the Loan Service Center

Capstone Strategic Guides PSCU on Acquisition of CU Recovery and The Loan Service Center

Capstone Strategic announced today that PSCU, the nation’s leading credit union service organization (CUSO) has acquired CU Recovery and The Loan Service Center. With the acquisition, PSCU executes its strategy to expand comprehensive collections offerings for credit unions. Capstone Strategic, Inc. (Capstone) announced today that PSCU of St. Petersburg, Florida has acquired CU Recovery, Inc. (CUR), […]

Grow Your Credit Union with More Effective Decision-Making Techniques

Grow Your Credit Union with More Effective Decision-Making Techniques

Are you weighed down by stress from problems you just can’t seem to crack? As leaders, every day we are faced with new challenges that keep us up at night, fortunately it doesn’t have to be this way. One of the most important components of effective decision-making is accurate data, which in today’s information age […]

M&A 2018 Outlook Middle Market On Track for Robust Year

M&A 2018 Outlook: Middle Market On Track for Robust Year

Strategic buyers and private equity investors look to the middle market in 2018. Building on 2017 activity, all signs point to robust activity for middle market deals in 2018. Compared to 2016, average deal size in 2017 decreased by 16% while deal volume increased by 14% in the US. Growing interest in the middle market […]

State of Middle Market M&A 2018

Survey Shows Middle Market Mergers and Acquisitions Will Continue Growing in 2018

Capstone Strategic’s survey shows middle market mergers and acquisitions and external growth activity is increasing. More middle market executives are 100% certain they will pursue deals in 2018 (22%) than in 2017 (17%). Executives across various industries shared their perspectives on mergers and acquisitions and growth in 2017 and their outlook for 2018 in a […]

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 […]