Capstone

About

Capstone Strategic is the meeting point of passion and process in the field of mergers and acquisitions. Founded in 1995 by CEO David Braun, Capstone meets the unique demands of mid-market companies and their corporate growth initiatives. We help clients achieve their dreams through proactive strategic growth programs and successful acquisitions. Put simply, we help companies grow.

Popular

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 […]

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 […]

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 […]

Recent Posts

Anna Kochkina of Capstone earns Certified Valuation Analyst® designation

Capstone Strategic, Inc., a leading advisory firm specializing in not-for-sale, strategic mergers and acquisitions (M&A), is pleased to announce that Anna Kochkina (Manager, Capstone) has successfully earned the designation of Certified Valuation Analyst (CVA®), from the National Association of Certified Valuators and Analysts(NACVA®). “Capstone congratulates Anna on her well-deserved achievement. Earning this credential is a […]

The Basics of Business Valuation for M&A

September 17, 2020 1:00 PM – 2:00 PM (EDT) 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. Key Topics: Basic […]

4 things credit unions need to know about strategic mergers & acquisitions

As the world adjusts to the new normal, some organizations are struggling to adapt whereas others are thriving. Credit unions are no different. COVID-19 has caused disruption to the normal credit union operations and has economically impacted many members and employees. Credit unions are weathering this pandemic by caring for the needs of their members and by embracing digital banking and additional lending […]

It’s Always a Good Time to Consider M&A

The fact that M&A deals have continued to take place despite the ‘Great Lockdown’ (as UBS described the 2020  coronavirus developments) suggests that mergers and acquisitions and more broadly, external growth initiatives, should be part of a company’s strategic planning considerations regardless of broader circumstances. Companies that have a clear vision and are regularly evaluating […]

Keys to Integration Success

August 20, 2020 1:00 PM – 2:15 PM (EDT) Learn how to successfully plan and execute the integration of two businesses. The closing of a deal is the fruition of months — even years — of hard work. With it, though, comes a whole new round of work that begins the moment the ink dries […]

4 Mistakes to Avoid When Buying a Company

While the world is adjusting to the new normal, some businesses are struggling to adapt whereas others are thriving. Due to COVID -19 related challenges, many owners are selling their businesses. We see an incredible opportunity for firms that have acquisitions on their radar.   For those of you who want to grow through M&A, here are four mistakes to avoid:  Lack of a concise strategy– Failing to have a concise strategy is the number one […]

Tax Considerations in Mergers and Acquisitions

July 30, 2020 1:00 PM – 2:15 PM (EDT) Tax implications can significantly alter how you structure a deal and even the price of your acquisition, so it’s important to understand their effect especially in light of tax reform which has brought about sweeping changes that impact businesses and dealmaking. Join us for a webinar […]

3 Major Components of the Deal Structure

The deal structure in an M&A transaction is the collection of terms and conditions that encompass the deal. Three traditional ways of structuring an M&A deal are through an asset purchase, a stock purchase, or a merger. The preferred deal structure is usually agreed to in the Letter of Intent. Once due diligence is complete, […]

Strategic CUSO Partnerships – A key to Credit Union post-pandemic planning

Join our webinar to hear how Strategic CUSO Partnerships can be a key to Credit Union post-pandemic planning. Date: August 6, 2020Time: 2:00 PM EDTCost: ComplimentaryRegister: https://register.gotowebinar.com/register/2166681528845973776 The webinar will include: CUSOs addressing the challenges of credit union growth in a competitive and uncertain market Creative ways credit unions are pursuing growth through partnerships/collaborations Live lessons & tips […]

Capstone Strategic guides RenoFi to partner with Ardent Credit Union

Capstone Strategic announced today that RenoFi, a pioneer in renovation lending solutions, has partnered with Ardent Credit Union for a new program that grows both membership and quality loans.   June 30, 2020 (Tysons Corner, VA) – Capstone Strategic, Inc. (Capstone) announced today that RenoFi, an innovative financial technology company powering next-generation renovation loans, has partnered with Ardent Credit Union, one of the largest credit unions […]

George Floyd: How CEOs can learn from this tragedy and act for positive change

Join us for a live discussion with Capstone CEO, David Braun, and O’Kelly E. McWilliams III a prominent attorney and partner at Mintz Levin. George Floyd: How CEOs can learn from this tragedy and act for positive changeDate: Tuesday, June 23, 2020Time: 11:00 AM EDTCost: ComplimentaryRegister: https://register.gotowebinar.com/register/2067282378973094414 *Special webinar –  This webinar is part of the complimentary webinar […]

5 Tips on Conducting Primary Research

Quality research is essential to the success of any acquisition plan. Once you have identified a specific company as a prospective acquisition, it is essential that you perform primary research in addition to typical secondary (online or database) research. Primary research involves getting on the phone and talking to people who deal with the company on […]

Successful Negotiation Tactics

June 18, 2020 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: […]

Credit unions adapting to the new normal

There have been many changes in the credit union world thanks to COVID-19. Branches are closing, members are losing jobs, and ensuring the safety of your team has become a top priority. Business continuity plans have been pushed aside. Even credit unions that have plans in place for natural disasters are finding themselves in unknown […]

A New Look at Due Diligence

May 28, 2020 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 […]

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

April 30, 2020 1:00 PM – 2:00 PM (EDT) 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 […]

How Strategic Partnerships Can Help Credit Unions Attract and Retain Millennial and Gen Z Members

Strategic partnerships can help credit unions attract and retain members — Millennials and Gen Z groups in particular. And, in our current situation with COVID-19, these partners are probably more important then ever. John Dearing, Managing Director & Partner at Capstone, discusses this important topic with Mike Lawson of CUbroadcast. In this episode, John and […]

[Webinar Recording] “Best Practices for Financial Due Diligence”

Our latest webinar recording is now available – Best Practices for Financial Due Diligence https://register.gotowebinar.com/recording/699936388504997710 We presented our webinar to a record number of attendees on April 2nd, 2020. This webinar is a part of the special webinar series launched by Capstone to celebrate its 25 years of being in business. Due diligence is about […]

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 […]