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

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 […]

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 […]

Webinar: Keys to Integration Success

Hosted by David Braun, Capstone CEO Join Capstone CEO David Braun as he leads a webinar on how to successfully plan and execute the integration of two companies. 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 […]

3 Tips to Finding the Right Company to Buy

The right acquisition can dramatically accelerate your company’s growth. If you are struggling to find the right company to acquire, here are three tips to help with your search.  Every Company is for Sale – Many make the mistake of just looking at companies that are for sale. It is important to remember that for sale companies are […]

Capstone Strategic Promotes Anna Kochkina to Manager

As Manager, Anna Kochkina will now lead more client engagements, leveraging her expertise in valuation and prospect evaluation and prioritization to help clients execute strategic mergers and acquisitions.  Capstone Strategic, Inc., a leading advisory firm specializing in not-for-sale, strategic mergers and acquisitions (M&A) for the middle market, announced today the promotion of Anna Kochkina to […]

Serving “overlooked” populations: An opportunity for credit union growth

It’s not uncommon for credit unions to work with non-traditional industries and financially-vulnerable populations. In fact, offering financial services to unbanked people such as recent immigrants and other disadvantaged groups dates back to the credit unions’ beginnings. The first credit unions were formed in Germany in the 19th century and were based on principals of self-help, equality, social responsibility […]