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

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 […]

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 […]

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 […]

Recent Posts

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]