Latest Articles

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

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 […]

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 […]

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 […]

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 […]

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 […]

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. […]