Latest Articles

Capstone’s Ingrid Braun Earns Middle Market Professional Certification

Capstone Strategic Inc. is pleased to announce that Analyst Ingrid Braun has successfully earned her certification as a Middle Market Professional through the Association for Corporate Growth (ACG). Those who earn the Middle Market Professional designation must demonstrate their knowledge and expertise in the subject areas of: Financial Markets, Financial Statement Analysis/Financial Projections, Comprehensive Valuation […]

As Business Owners Age, the Future of Their Companies Often Left in Doubt

Workers of the baby boom generation continue to retire in great numbers. Many of their fellow Boomers who are business owners are also planning retirement.  That is creating a new set of challenges for them, and for the economy. According to information from the U.S Census Bureau, Boomers own over 2 million small businesses, employing […]

October 2021 Webinar: Contemporary Legal Issues in M&A

October 21, 2021 1:00-2:00 PM EDT Contemporary Legal Issues in M&A Knowing the legal in’s and out’s can make a huge difference when it comes to closing a deal. Join Capstone’s experts on October 21, 2021, for the upcoming webinar “Contemporary Legal Issues in M&A” to stay up to date with the latest legal developments […]

Business Valuation for M&A: Webinar

How much should you pay for an acquisition? Join our webinar to learn core valuation concepts and demystify key terms and processes. The webinar is designed both for valuation novices and those who need a refresher or more clarity on valuation in M&A. The Basics of Business Valuation for M&A Date and time: September 16, […]

How to Integrate an Acquisition Successfully: Webinar

Bringing together two companies through acquisition is no simple task and requires expertise, planning, and patience to combine workforces, brands, IT systems, operations, and more! Join our webinar to learn how to plan and execute a successful integration program. Keys to Integration Success Date and time: August 19, 2021 at 1:00 PM EDT Register today: […]

Capstone Strategic Advises Accurate Group on Acquisition of Coast to Coast Title & Escrow

Capstone Strategic, Inc. (Capstone) announced today that Accurate Group, a leading provider of technology-driven real estate appraisal, title data, analytics, and e-closing solutions, has acquired real estate title and closing company Coast to Coast Title & Escrow (CTC) of Seminole, Florida. Capstone advised Accurate Group on this strategic, not-for-sale acquisition. Accurate Group is a real […]

Will Changes in Tax Law Affect Your Acquisition?

Taxes can greatly impact how you choose to structure a deal or even what price you offer for an acquisition. With so many changes occurring in the tax code, it’s important to stay up-to-date and understand the effects these changes may have on your deal. Join us for a webinar with leading M&A tax attorney, […]

Capstone Strategic Advises H&H Medical Corporation on Sale to Safeguard Medical

 Capstone Strategic announced today that H&H Medical Corporation, the maker of a proprietary line of military-grade trauma products has been acquired by Safeguard Medical, a global leader in emergency medical technologies and specialized training for first responders.

Credit Unions: Valuation Process Steps

With the rising number of credit union mergers, the increasing interest in acquisitions of community banks and branches, as well as investments in fintechs by credit unions and CUSOs, understanding valuation – processes and techniques – has become increasingly crucial for successful growth and solid financial performance. Valuation Process Steps Highlighted below are some of […]

Successful Negotiation Tactics

June 17, 2021 1:00 PM – 2:15 PM (EDT) Do you have what it takes to finalize a deal? Negotiation is critical skill for aligning decision makers from both organizations involved in a transaction. Learn negotiation best practices from an experienced negotiator of dozens of deals. After completing this webinar, you will be able to: […]

SPACs – What are they and why do they matter?

“SPAC, SPAC, SPAC!” is what many business podcasts, newspapers and news outlets have been repeating to everyone listening. “Special Purpose Acquisition Companies” aka“SPACs”, have garnered the attention of many as they continuously break funding and deal volume records. SPACs, also referred to as “blank check companies,” have been around for decades and are formed to […]

TikTok, Oracle & Walmart – What You Need to Know and What Could Have Been

A complex narrative surrounds TikTok, the most downloaded app of 2020. The popular video-sharing social media platform is owned by a Chinese company, ByteDance, which was valued at $180 billion at the end of 2020. Although the app was initially released in September 2016, it did not start gaining recognition until August 2018 when ByteDance […]

A New Look at Due Diligence

May 20, 2021 1:00 PM – 2:15 PM (EDT) Due diligence is about more than just looking for red flags and hammering the target for more and more information. Learn how to use due diligence to maximize the opportunity for success in your next acquisition. After completing this course, you will be able to: Describe […]

Capstone Strategic Guides Security Service Insurance on Acquisition of Pace Insurance Managers

Capstone Strategic, Inc. (Capstone) announced today that Security Service Insurance, a subsidiary of Security Service Federal Credit Union, headquartered in San Antonio, Texas, has acquired Pace Insurance Mangers. Pace, a 62-year-old agency, provides full-service insurance coverage to the forest products industry in Northern Louisiana. Security Service Insurance provides commercial and personal insurance to members and […]

M&A activity was modest in 2020 while 2021 portends growth

Leaders from various industries generally reported a modest picture of growth and M&A activity according to a new survey by Capstone Strategic, a leading strategic M&A advisory firm for the middle market. The survey was conducted in January and February 2021 and is the eighth annual survey of the market. Capstone Strategic’s annual survey on […]

Q1 2021 Yachting Market Deals Lead to Greater Portfolio Breadth and Expanded Geographic Distribution

Companies that incorporate mergers and acquisitions into their long-term strategic planning may be better positioned to take advantage of macro- and microeconomic conditions that impact deal-making in their favor. The 2020 challenges impacted and continue to impact all industries, however unequally. In yachting, reports in the months of March, April and May highlighted challenging times […]

“The First Date”: Contacting Owners and Successful First Meetings

Making first contact with an owner, especially of a “not-for-sale” company, is a critical step in the M&A process. It is your opportunity begin a positive relationship that may lead to acquisition. The first meeting is equally important; it is the “first date” in what could be a successful (and lucrative) relationship for all involved. […]

4 Ways to take your Credit Union to the Next Level

In today’s dynamic economic environment, credit unions continue to face regulatory challenges and competition from challengers as well as big banks with big pocketbooks. The industry actually experienced a membership decline last year. In order to thrive in this environment, credit unions must take a proactive approach to growth and seek new opportunities to expand. […]

Building a Robust Pipeline of Acquisition Prospects

How do you identify the best companies for acquisition? Building a robust pipeline of prospects begins with first developing an M&A strategy and researching and selecting the top markets for growth. Then, you begin searching for acquisition prospects in those attractive markets. Learn how to approach the search for the right company systematically and efficiently […]

4 things to do after you sign the LOI

The Letter of Intent (LOI) is one of the most commonly used tools for moving a deal forward. Once you receive a signature on the LOI from the seller, you have reached a significant landmark on the acquisition roadmap. Despite this milestone, there is still a lot of work to be done before the deal […]