SUCCESSFUL ACQUISITIONS
M&A Insights from David Braun and Other Experts
Latest Articles
State of Middle Market M&A 2020
Capstone Strategic’s survey reveals that 2019 was a modest year for mergers and acquisitions activity. Even though the number of respondents who engaged in M&A in 2019 dropped (from 52% to 41%) when compared to 2018, most respondents were generally positive and reported growth in their industries. 71% of respondents reported modest growth, similar to 2018 data (73%). Leaders from various industries generally reported a modest picture […]
The importance of user experience for members
Technology is driving the financial services industry. This includes credit unions. The emergence of fintechs and other non-traditional financial services companies are helping to push this momentum. Consumers can now handle all their financial matters online. Square, PayPal, Ally and even Amazon are offering consumers and business owners alternative deposit and lending options. Credit unions must compete not only with the […]
Best Practices for Financial Due Diligence – Webinar
April 2, 2020 1:00 PM – 2:00 PM (EDT) “Financial Due Diligence, Quality of Earnings, Net Working Capital, Oh My!” 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 […]
4 Tips to Build a Robust Pipeline of Acquisition Prospects
Acquisitions are a great tool for growth. When done right, strategic M&A helps a business to grow rapidly and gain a competitive advantage. Prospect research is a critical part in the M&A process. If conducted properly, it makes the later stages far easier to complete. Here are 4 tips to keep in mind to help […]
Due Diligence – Tips & Tricks
Due Diligence is the most demanding phase of the acquisition process. Many companies start with a due diligence checklist in the public domain prepared by someone who has no knowledge of your organization or your deal. A prepared checklist such as this will likely not cover every aspect of the target company that is important […]
Building a Robust Pipeline of Acquisition Prospects
March 18, 2020 1:00 PM – 2:00 PM (EST) 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 […]
Due Diligence – Key to a Successful M&A Deal
Due Diligence is an integral part of any M&A process. Due Diligence is the research and analysis one company does in preparation for a business transaction, particularly regarding an acquisition. The overall purpose of due diligence is to ensure that there are no surprises when the transaction is complete and integration begins. Here are three […]
5 Top Reasons to Acquire
Acquisition is a great tool for growth. But before embarking on an acquisition journey, it is important to ask,” What outcome do you want to achieve from M&A that you would not realize otherwise? Each company’s situation is different, and the reason to acquire is different. Here are the top 5 reasons a company decides […]
How to Pick Top-Notch Markets
February 20, 2020 – 1.00 PM to 2.15 PM (EST) M&A is a powerful tool for rapidly growing your business. Before rushing off to identify a list of acquisition candidates, it is important to make sure you are looking at the right markets. For over 24 years Capstone has used our unique demand-driven approach to […]
3 Business Valuation Methods for When You’re Ready to Sell
In my last 30 years of helping companies grow, one of the most common questions I have come across is “how much is my company worth?”. Bringing together the financial (valuation) and non-financial (evaluation) pieces of the puzzle will help you determine the value of a company. Valuation refers to the economic value you place […]
Webinar: Five Options for Growth
January 30, 2020 – 1.00 PM to 2.00 PM (EST) Have you explored all your options for growth? Some leaders are limiting their potential for growth because they fail to examine all the possible ways to achieve it. Learn how to unlock untapped potential for your business in our webinar on “Five Options for Growth.” […]
4 Things Credit Unions Should Focus on to Attract Gen Z
“Generation Z” is the generation following Millennials. Pew Research has defined Gen Z as anyone who was born after 1996. They grew up with technology, supposedly tend to maintain shorter attention spans and are very different from Millennials. Gen Z has already started to enter the workforce and there is no denying the fact that […]
Webinar: 7 Strategic Questions to Ask Before Pursuing Mergers and Acquisitions
Are you thinking about growing your business? In any business endeavor, having the right questions is often half the battle. December 19, 2019 – 1.00 PM to 2.00 PM (EST) This webinar will cover 7 powerful questions that have been tried and tested with dozens of clients at the outset of their growth programs: What […]
3 Top Reasons M&A Deals Fall Apart
When done right, an acquisition can dramatically accelerate the growth of a company. However, experience tells us that deals often fall apart. Each year thousands of dollars are spent by buyers and sellers on deals that go nowhere. Here are 3 top reasons M&A deals fall apart. 1. Lack of Strategy – Failing to have a […]
Webinar: M&A- From LOI to Close
Join us for a webinar on one of the most challenging, yet exciting, parts of any deal: the journey from LOI to Close. This webinar will provide insight to any professional involved in M&A. November 21,2019 – 1.00 PM to 2.00 PM (EST) After completing this webinar, you will be able to: -Explain the structure […]
Capstone Strategic Announces Move
Capstone Strategic, Inc., a leading advisory firm specializing in not-for-sale, strategic mergers and acquisitions (M&A) for the middle market, announced today that it has moved to a new contemporary and collaborative office space in Tysons Corner, the business hub of Northern Virginia outside of Washington DC. “We are beginning our 25th year of helping clients […]
Is your credit union ready for the next recession?
Recession fears have grown in recent months. New CU performance data does hint that a slowdown is occurring. As of June 2019, CUNA estimates 5,529 credit unions were in operation, 21 fewer than May and 179 fewer than June 2018. During the first half of 2019, approximately 74 credit unions ceased to exist because of […]
Webinar: Contemporary Legal Issues in M&A
Make sure you cross your t’s and dot your i’s when it comes to the legal aspects of a deal. Join us for our webinar on Contemporary Legal Issues in M&A and stay up-to-date on the latest legal requirements. The webinar will be presented by Christopher Hagan who is a Partner at Perkins Coie LLP. […]
5 Reasons Millennials Should Join a Credit Union
Millennials are the largest living generation in the United States. Based on current projections, millennials are expected to overtake Baby Boomers in population as their numbers swell to 73 million in 2019. Research has shown that millennials care deeply about their local communities. We all know that credit unions are community-focused and provide excellent member service while […]
3 M&A Myths You Need to Stop Believing
Mergers and Acquisitions are a great way to grow your business. Here are 3 myths that you should stop believing as you pursue the right deal for your company. Myth #1: A deal takes three to six months Many think that an M&A deal can be easily completed within three to six months. This may be the case […]
