Capstone News

The latest news and events from Capstone, the leading M&A advisory firm for the middle market.

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 […]

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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 […]

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I was recently interviewed on the syndicated radio program Texas Business Radio. On the show, I share why companies pursue growth through M&A and how you can be successful. It all starts with painting a picture and having a vision for the direction of your company. The most successful acquirers are those that spend the time […]

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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 […]

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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 […]

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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), […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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Back in 1995 I started Capstone with one reason in mind: to help companies grow. Company growth is my passion and I’m always excited to be a part of clients’ growth stories and see them achieve their dreams. Company growth is about more than helping an organization become larger. Successful companies have very real and […]

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CUSOs are investing in startups and fintech to add innovative services and products in a dynamic financial services industry. The success of these organizations rests on talented individuals who often come from the for-profit world and have different motivators than those in the traditional, non-profit credit union model. In order to maximize the value of […]

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Capstone will help NWCUA members develop and implement growth strategies Capstone is pleased to announce a partnership with the Northwest Credit Union Association (NWCUA) and its wholly owned subsidiary Strategic Link. Through the partnership more than 180 Northwest credit unions have a new resource available to help them determine growth strategies, including collaborations, joint ventures, […]

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Capstone Managing Director John Dearing has been selected to speak at FABTECH 2017 in Chicago on November 7, 2017. John’s presentation, “Multiple Pathways of Growth: Innovative Strategies Business Leaders,” will explore five key options for taking company growth to the next level and help leaders understand the power of external growth (acquisitions, joint ventures, and […]

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Capstone Strategic announced today that Immanuel, a leader in the field of retirement living in Nebraska has acquired senior living community Clark Jeary. The deal expands Immanuel’s geographic footprint in Lincoln and adds to its mission of serving seniors. Capstone Strategic, Inc. (Capstone) announced today that Immanuel has acquired Clark Jeary, a 122-apartment senior living community […]

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I recently the opportunity to speak about my experience as a CEO and company founder on the High Level Wisdom Podcast with Chris Williams. During our conversation, we discussed how companies can grow through strategic mergers and acquisitions and as well as tips for success for leaders. Listen to my interview on the High Level […]

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We are excited to announce that Capstone CEO David Braun will be speaking at the Association for Dressings and Sauces (ADS) 2017 Annual Meeting on October 9, 2017 in Nashville, Tennessee. ADS represents manufacturers of salad dressing, mayonnaise and condiment sauces and suppliers of raw materials, packaging and equipment to this segment of the food industry. […]

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Capstone Managing Director John Dearing delivered the presentation “Leapfrog the Product/Service Development Cycle” at the Credit Union Products and Services Conference in Santa Fe, New Mexico on September 16, 2017. The event, hosted by CU Conferences, brought together board of directors, board chairs, CEOs, and senior management to explore various products and services to meet […]

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To many, taxes are a maze of complicated regulations they would rather avoid all together or leave to the professionals. While this is understandable given the complex nature of the US tax code, failure to familiarize yourself with these critical issues could negatively impact your acquisition. In M&A, taxes play a critical role and can […]

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