M&A Insights from David Braun and Other Experts

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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 […]

Are You Hiking Without a Map Why Your Company Needs a Strategic Plan

Are You Hiking Without a Map? Why Your Company Needs a Strategic Plan

Think back to a time before we all had smartphones and could look up any piece of information on the fly. Not so long ago, we had to plan our trips by doing research ahead of time and using paper maps for directions. Even now, if you travel somewhere without cell service, for example, a […]


Q&A with NJCUL’s David Frankil and Capstone’s John Dearing

Following the success of his presentation, at the New Jersey Credit Union League Convention, John Dearing, Capstone’s Managing Director, has been invited to present a webinar with the NJCUL on December 7. At the Convention in October, John discussed proactive growth strategies for credit unions as well as tips for success. Last week John and […]

Grow or Die! Exploring New Pathways to Success

Grow or Die! Exploring New Pathways to Success

How is your company growing? In business, remaining static is impossible, and if you’re not growing, you are dying. I recently spoke on the concept of “Grow or Die” at the Association for Dressings and Sauces Annual Meeting in Nashville, in light of the trends and evolving market dynamics of the industry. The food and […]

Lessons for the Middle Market from the AT&T – Time Warner Deal

Lessons for the Middle Market from the AT&T – Time Warner Deal

396 days. One year and one month. That is how long it’s been since AT&T first announced it would acquire Time Warner for $85 billion on October 22, 2016. As the AT&T – Time Warner deal languishes in the courts, I am again reminded of the advantages that privately held middle market companies have when […]

Why Acquire 8 Common Reasons to Buy

Why Acquire? 8 Common Reasons to Buy

Acquisition can be an exciting tool for growing your company, but before pursuing a deal, it is important to ask, “What outcome do you hope to achieve from M&A that you would not realize otherwise?” There are a variety of reasons to acquire and although each company’s situation is different, most deals fall under one […]

Helping Clients Implement Their Dreams Blog Post

Helping Clients Implement Their Dreams

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 […]

What Happens After You Sign a Letter of Intent

What Happens After You Sign a Letter of Intent?

Getting both buyer and seller to agree to and sign a letter of intent (LOI) is a critical milestone in the M&A process. The LOI provides the basic guidelines for the deal moving forward: It outlines major issues like fundamental terms, price, agreement on major business points, and sets forth buyer exclusivity for a period […]

How to Keep Innovation Flowing Webinar

How to Keep Innovation Flowing – CUSOs, Startups, and Equity Options

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 […]

M&A Update: 3Q 2017 – Middle Market Activity on the Rise

Overall deal value and volume remain flat, but middle market activity is on the rise. When compared to 2016, worldwide M&A value and volume remained relatively flat for the first nine months of 2017, rising only 2% and 0.4%, respectively. In the US, announced deal value dropped 12% while the number of deals rose 18%, […]

Innovate, Collaborate, Succeed! Capstone Speaks to the New Jersey Credit Union League

Innovate, Collaborate, Succeed! The theme for the New Jersey Credit Union League’s (NJCUL) 83rd Annual Meeting & Convention could not be more exciting or more closely aligned with Capstone’s values of helping organizations’ grow. John Dearing, Capstone Managing Director was invited to speak at the NJCUL Convention on October 23 in Atlantic City, New Jersey. His […]

Department Stores Go Out of Style: Lord & Taylor Building to Sell to WeWork

Department Stores Go Out of Style: Lord & Taylor Building to Sell to WeWork

Hudson’s Bay, the parent company of Lord & Taylor, announced it would sell the iconic fifth avenue store to co-working startup WeWork and Rhone Capital LLC for $850 million. The price is a 30 percent premium over the value of the real estate when it was last appraised in 2016. Lord & Taylor will rent […]

Are you missing out on the best opportunities for growth

Are You Missing Out on the Best Growth Opportunities?

Many companies may miss out on growth opportunities, including acquisitions, if they do not reassess their strategy in light of today’s economic environment. According to an article in CFO Magazine, a number of companies are not executing acquisitions because they maintain a high hurdle rate, even though the cost of borrowing capital is relatively low […]