Latest Articles

How to Align Your Workforce for M&A Success

Capstone Founder and CEO David Braun shares his advice and experience for successfully bringing construction industry workforces together. https://www.constructionexec.com/article/how-to-align-your-workforce-for-ma-success

Capstone Announces Start of 2022 Capstone Cares Comfort & Joy Holiday Food Drive

The 2022 Capstone Cares Comfort & Joy Food Drive has begun! Donations will be gratefully accepted November 1 through December 16. Your generous gifts this year will benefit the Committee for Helping Others. The mission of this all-volunteer organization is to provide simple, loving charity to the needy of Vienna, Oakton, Dunn Loring, and Merrifield, […]

Capstone Strategic promotes Ingrid Braun to Senior Analyst

Capstone Strategic, Inc. is pleased to announce that Ingrid Braun has been promoted to the position of Senior Analyst. In her new capacity, she will provide creative solutions to help clients overcome obstacles to growth by developing strategies, conducting research and analysis, as well as opening doors with prospective company owners to engage in exploratory […]

The Value of the Audit in the M&A Process

In the latest edition of Accounting Today, Capstone Founder and CEO David Braun shares his thoughts on why audits (and audited financials) are crucial to M&A success. Why the audit is the key to M&A success

Helping Clients Get on a Path for Future Growth

Capstone Founder and CEO David Braun was a recent guest on the “Tax-Alpha Solutions” Podcast. David and host Matt Chancey discussed a number of topics, from adaptability to the importance of having a business succession plan. In addition to Apple Podcasts, you can also hear the episode on iTunes, Spotify, Stitcher, TuneIn, iHeartRadio, Amazon Music, […]

Capstone’s Anna Kochkina promoted to Director, Valuation Services

Capstone Strategic, Inc. is pleased to announce that Anna Kochkina has been promoted to the position of Director, Valuation Services. In her new capacity, she will oversee all aspects of the M&A valuation services Capstone provides to clients including valuation of business interests, designing financial models, and conducting risk assessments. “This promotion is well-deserved,” said […]

Is Acquisition Really an Effective Growth Strategy?

In the latest issue of CU Insight, Capstone Managing Director John Dearing examines the use of acquisition as a growth strategy for credit unions. He shares his expertise at https://www.cuinsight.com/is-acquisition-really-an-effective-growth-strategy.html

What’s Next in Healthcare Mergers & Acquisitions

Capstone CEO and Founder David Braun is the author of an article for Managed Healthcare Executive magazine. The article examines recent merger activity within the healthcare industry and looks at potential future trends in healthcare M&A. Read the entire article at: https://www.managedhealthcareexecutive.com/view/what-s-next-in-healthcare-mergers-acquisitions

M&A Growth Strategy for Healthcare Companies

Regarding mergers and acquisitions, the healthcare industry was one of the most active in 2021. Capstone Strategic Founder and CEO David Braun recently spoke with the publication Healthcare Business Today to share some insight on growth strategy for healthcare companies considering M&A. https://www.healthcarebusinesstoday.com/ma-growth-strategy-for-healthcare-companies/  

Cover Story: Capstone and Telecom Reseller

Capstone CEO David Braun and his advice for those considering mergers and acquisitions with the telecommunications industry is a cover story for the December 2021 issue of Telecom Reseller magazine. Read the complete article at: https://telecomreseller.com/2021/12/01/telecom-reseller-december-2021/#flipbook-df_152395/1/

The Food Industry Has a Strong Appetite for M&A

In this recent issue of the food industry publication, The Food Institute, Capstone CEO David Braun discusses why increasing M&A activity is being seen throughout the complex and interconnected food system. https://foodinstitute.com/focus/analysis-food-industry-ma-activity-shows-no-signs-of-slowing/  

Credit Unions: Valuation and M&A Transactions

Whether due to merger, expansion, or investment, an understanding of the processes and techniques of valuation is crucial for the effective growth and solid financial performance of credit unions. Capstone Managing Director John Dearing and Manager Anna Kochkina break down the multifaceted valuation process in CUInsight. https://www.cuinsight.com/credit-unions-valuation-and-ma-transactions.html  

The Big Corporate Split-Ups

Capstone CEO David Braun shared his insights with the business website Real Money, about the recent news of large conglomerates like General Electric and Johnson & Johnson splitting into separate companies. And why other large, established companies may follow suit. https://realmoney.thestreet.com/investing/stocks/ge-isn-t-the-only-aging-company-that-could-benefit-from-a-breakup-15830176

What to Consider for Your Telecom M&A Deal

When it comes to global M&A activity, no sector has been hotter than the one known as TMT; Tech, Media, and Telecommunications. In the latest edition of Telecom Reseller, Capstone Strategic CEO David Braun shares his advice for companies considering strategic growth by acquiring a telecom company. https://telecomreseller.com/2021/11/09/what-to-consider-for-your-telecom-ma-deal/

Manufacturing Growth Through Acquisition: What to Know and What to Ask

In the current issue of Supply Chain Management Review, Capstone CEO David Braun offers both advice, and some vital questions to answer for those manufacturing and supply chain companies who may be considering growth through acquisition. https://www.scmr.com/article/manufacturing_growth_through_acquisition_what_to_know_and_what_to_ask

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 […]

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.