M&A activity in the first 9 months of 2015 remained strong reaching $3.2 trillion globally. It was the strongest first 9-month period since 2007 for global mergers and acquisitions. The trend of large, mega deals continued in the third quarter of 2015.  Global deal value increased by 32% in the first 9 months of 2015 […]

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On September 23 we will be launching the second series of M&A Express. The new series will feature the following videocasts: The Hidden Power of Minority Ownership Cultural Due Diligence Register for the complete series We are also pleased to announce previous videocasts from our first series of M&A Express are now available online whenever you wish […]

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Edelweiss Harrison brings over 15 years’ experience in senior-level consulting to enhance Capstone’s M&A services to middle market companies. Capstone, a leading management consulting firm that helps middle market companies grow through M&A, announced today that Edelweiss Harrison has been promoted to Director of Strategic Growth. She will lead Capstone’s strategic growth and market research […]

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Global dealmaking remains robust, reaching $2.2 trillion in the first half of 2015, according to Thomson Reuters data. This is an increase of nearly 40% from the first half of 2014 and the most active half since 2007. However, the number of deals only increased slightly, by 3%. The trend of fewer, larger transactions continues: […]

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Sometimes an acquisition that looked promising turns out to be less than ideal as you get closer to finalizing the deal. The question becomes: Should we proceed or should we back out? Join me for our new M&A Express videocast, “When to Walk Away,” on May 13th. M&A Express is new, complimentary resource for middle market […]

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CEO Paul Villella of HireStrategy recently shared why he sold his company ─ despite not actively looking to sell ─ and the results one year after the acquisition. Paul addressed a packed room of CEOs, CFOs and senior-level executives from the Washington-DC area at “Grow or Die: A Panel Discussion on Middle Market M&A” hosted […]

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James P. Dunn, a member of Capstone’s Board of Advisors, has been appointed CEO of iTOK, a leading provider of technology support to consumers and small business. Founded in 2004, iTOK has become a leader in the tech adoption and services industry, serving customers in homes and small businesses worldwide. iTOK combines secure remote technology support with […]

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Global mergers and acquisitions reached $854 billion in the first quarter of 2015, a 25% increase from 2014 values. According to the Financial Times, this is the fastest start M&A has had since 2007. While deal value increased dramatically in the first three months of 2015, the number of deals decreased slightly. The trend of […]

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This is a difficult question to answer. Of course your budget (in both human resources and dollars) will vary depending on your capabilities and the size of the transaction. Acquisition is a substantial task to take on so ideally you would have at least one person that is 100% dedicated to running the M&A project […]

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What tools do you use to help manage the M&A Process? I was recently asked this during our M&A Express videocast “Why You Need a Roadmap.” There are two key ways I would answer that question. First the macro view. Look at the big picture and develop — or adopt — an end-to-end process. This […]

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How do you go about finding companies to buy? Do you begin your search by contacting a list of usual suspects? Rather than falling back on the usual suspects, consider using a truly strategic approach to finding the right company to buy. A demand-driven approach to picking acquisition targets will help increase your chances of successful M&A. […]

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Here’s a quick reminder to those of you who may have missed out: the first videocast of M&A Express “Why You Need a Roadmap” launches tomorrow, March 5 at 1:00 PM ET. Click here to register. In this videocast, we’ll be taking a deeper look at an essential element of acquisitions: the M&A process. My hope […]

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Register now for the first videocast in the new Capstone series, M&A Express: “Why You Need a Roadmap.” Having a roadmap for your acquisitions is essential for success, but far too often I see executives and business owners pursue M&A without a plan. Many take on a “we’ll know what we’re looking for when we […]

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I am excited to announce a new resource we’re launching on March 5: M&A Express. M&A Express is a series of high-impact videocasts that teach the essentials of M&A success in 20 minutes or less. Each videocast will cover one key aspect of growth through acquisitions. After every videocast, I will be present for a […]

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Capstone Managing Director and Georgetown Alumni (MBA ’96) John Dearing presented “Selecting the Best Market for Acquisition” for Georgetown Alumni Career Services on January 20. The webinar was the second in a four-part series by Capstone and the university on “Pursuing Mergers and Acquisitions.” John emphasized selecting the right markets before pursuing individual companies in […]

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As we close out 2014, I’d like to wish you happy holidays from myself and my team here at Capstone. Thank you for reading the Successful Acquisitions blog. I’ve enjoyed writing about the exciting deals that took place in 2014 and am anticipating another year of robust M&A in 2015. I look forward to resuming […]

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Next year will be a strong one for strategic acquirers. A KPMG survey reports 82% of executives expect to execute at least one acquisition in 2015, up from 63% in 2014. This is consistent with what Capstone has been seeing in the marketplace. Our survey of midmarket executives earlier in 2014 revealed that, 60% of […]

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On our blog we often talk about the strategic rationale of acquisitions and the mechanics of planning and executing M&A. But after an acquisition is completed, how does M&A affect your company and what is it like to run a newly merged entity? As a third party M&A consultant I have learned best practices from […]

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Have you considered all your options for growth? I have found that some leaders are limiting their potential for company growth because they fail to examine all the possible ways to achieve it. Some are stuck in copycat mode, constantly mimicking the strategies of their competitors and playing catch-up. Others struggle to come up with […]

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At first glance you may ask, “Why in the world would Warren Buffett buy Duracell?” One explanation is financial. Through a bit of fiscal engineering Berkshire Hathaway is able to avoid triggering significant taxes. The Duracell transaction, is essentially a merger through a stock swap. Berkshire will give P&G $4.7 billion of the shares it […]

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