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 […]

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Although the new tax law has only been in effect since January 1, we are already seeing its impact on M&A activity. This year there have already been $325 billion in bids, the most activity since 2000. If you are thinking about pursuing M&A in 2018, here are four things to keep in mind: The […]

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On the wall of my company office there is a large inscription: We Help Clients Implement Their Dreams Note that the inscription refers to dreams, not goals. There is a difference. Goals are essential, the very stuff of successful business growth. But goals are the junior partners of something bigger. When Bill Gates founded Microsoft, […]

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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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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 […]

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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 […]

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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 […]

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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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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 […]

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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 […]

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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 […]

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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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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%, […]

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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 […]

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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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If you have ever purchased Ikea furniture, you understand the struggle of trying to assemble it. The “simple” diagrams are not easy to follow, some of the screws or nails go missing, and sometimes the piece falls apart after you finish building it. Ikea is hoping to solve this problem for future buyers with its […]

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Worldwide, deal activity in 1H 2017 was relatively flat when compared to 1H 2016. Deal value increased slightly by two percent and the number of deals dropped just four percent, according to Thomson Reuters data. In the US, although deal value dropped by 16 percent, the number of deals rose by 17 percent compared to […]

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Hollywood would have us believe that the bulk of M&A transactions are a ruse to split of up newly acquired firms, but the reality is most deals average $100 million in size and are not nearly as dramatic as the movies. In today’s environment, where the world is changing quickly, and customers are seeking additional […]

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