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

Capstone Webinar: Keys to Integration Success

Capstone Webinar: Keys to Integration Success Thursday, September 17, 2009; 1:00 PM ET 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 — […]

State of Midmarket M&A Q1-Q3 2014 Update: Capstone Report

Survey Shows Steady Growth in Midmarket Mergers & Acquisitions

Capstone’s State of Midmarket M&A Q1-Q3 2014 Update indicates a steady growth in midmarket mergers and acquisitions. We surveyed midmarket executives from multiple industries to learn how the first nine months of 2014 matched expectations from 2013, and to indicate any new trends in midmarket M&A. The survey was conducted in October 2014, and follows a […]

Healthcare 2013 Trends

Healthcare: 2013 Trends and 2014 Outlook

Strong healthcare M&A activity is predicted for 2014 as the industry faces market and regulatory changes.  Click on the infographic for a closer look at 2013 trends and 2014 predictions.

Recent Posts

VentureTech

Fintech Startups Pitch Cutting Edge Solutions to Credit Unions at VentureTech 

On November 27 and 28, Capstone Vice President Matt Craft attended VentureTech in Dallas, Texas. The event brought together 11 different startups from the fintech space with investors from the credit union and CUSO space.  These startups offered a wide range of products and services including, onboarding solutions to encourage new credit union members to sign up for products and services, […]

Capstone Guides Immanuel in Acquisition of The Shores

Capstone Strategic Advises Immanuel in Acquisition of Senior Living Community The Shores at Pleasant Hill

Capstone Strategic announced today that Immanuel, a leader in the field of retirement living in the Midwest has acquired senior living community The Shores at Pleasant Hill. With this acquisition, Immanuel gains its first senior living community in Iowa and builds on its mission of serving seniors in the region. Capstone Strategic, Inc. (Capstone) announced today […]

The Evolving Lending Landscape: 3 Trends Impacting Your Credit Union

The Evolving Lending Landscape: 3 Trends Impacting Your Credit Union

Peer-to-peer lending, automated loan origination, and digital banking: these are just a few ways the technology revolution has transformed the traditional lending industry! The rise of P2P applications is turning personal and small business loans into a commodity, as fintechs now offer omni-channel lending services once only provided by traditional financial institutions. Fortunately, this is […]

Strategic Growth and M&A: 3 Key Takeaways from PPS 2018

Last week Capstone Managing Director, John Dearing, spoke at the Private Practice Section (PPS) 2018 Conference in Colorado Springs, Colorado on “Strategic Growth: Big Data, Cash Cows, and Mangy Dogs.” John was joined by co-presenters Steve Stalzer and Emily Bagby of 8150 Advisors.  The presentation covered how physical therapy practice owners can grow their organizations long-term by establishing a firm foundation and exploring multiple growth pathways including strategic mergers and acquisitions. Below are three […]

After Midterm Elections, What’s Next for Mergers & Acquisitions?

After Midterm Elections, What’s Next for Mergers & Acquisitions?

Historically elections have been a source of uncertainty for the business community which can slow mergers and acquisitions activity. Now that the midterm elections have passed, what’s next for M&A activity? 2018 has been one of the most active years for dealmaking – with M&A deal value hitting a new high of $3.3 trillion globally. […]

Tax Inversions

Taxes and M&A: 6 Key Areas Buyers and Sellers Should Focus On

The new tax law signed on December 22, 2017 is the most significant tax reform package that has been passed since 1986 and has numerous changes that will directly and indirectly impact corporate America and deals. Here we have highlighted key areas buyers and sellers should focus on when it comes to taxes under the […]

Virginia Conference on World Trade in Richmond

Capstone Attends Virginia Conference on World Trade

Last week Capstone Vice President Matt Craft attended the Virginia Conference on World Trade in Richmond, Virginia. The conference brings together business leaders committed to developing and cultivating international partnerships and is hosted by the Virginia Economic Development Partnership (VEDP), Virginia Chamber of Commerce, Virginia Manufacturers Association, and the Virginia Maritime Association. During the conference, […]

M&A Update 3Q 2018.

M&A Update: 3Q 2018

Global M&A value reached $3.3 trillion in the first nine months of 2018, an increase of 37% while the number of deals decreased by 9% when compared to the same period in 2017. Despite this record-breaking M&A activity, announced deals in the third quarter slowed by 32% to $743 billion when compared to the $1.2 […]

3 Mistakes Credit Unions Make in M&A

3 Mistakes Credit Unions Make in Strategic Mergers & Acquisitions

Done right, external growth through a strategic partnership, merger, or acquisition can propel your credit union to the next level, helping you bring value to members and your organization. Although rewarding, external growth can be a complicated process that’s not without risk. Here are the top three mistakes credit union leaders make and how you […]

CU Conferences Products and Services Conference 2018

How to Offer the Right Products and Services for Members – Capstone Speaks at CU Conferences

In today’s fast-paced business environment, offering the right products and services to keep up with with member demand and technological changes can be a challenge. To succeed credit unions must first determine what their members want and then determine how to offer the best solution. Capstone Managing Director John Dearing explored these topics with credit union […]

Millennials: A Generation Credit Unions Can’t Afford to Ignore

Millennials: A Generation Credit Unions Can’t Afford to Ignore

Millennials have surpassed baby boomers and now account for roughly 80 million people in the US. More importantly, millennials have massive buying power, spending roughly $600 billion per year, which is projected to reach $1.4 trillion by 2020, and will comprise 75% of the global workforce by 2025. In contrast, the average age of credit […]

Middle Market Valuations

Middle Market Valuations Remain High – What It Means for Buyers

Middle market valuations have remained high throughout 2018. For deals between $10-$250 million, the latest report from GF Data notes TEV/adjusted EBITDA multiples averaged 7.4x during Q2 2018 consistent with valuation multiples from Q2 2017. As noted in our earlier analysis, deals in general are trending upward, including transactions in the middle market. Strategic acquirers […]

Capstone's John Dearing on the Physical Therapy Owners Club Podcast

Capstone’s John Dearing Talks Mergers & Acquisitions on the Physical Therapy Owners Club Podcast

Do you have a plan for the future?  Whether you are looking to grow your business or cash out, having a strategic plan is key to success. As mergers and acquisitions activity becomes more and more heated in the physical therapy space, owners thinking of selling (or buying) must evaluate various factors and begin developing […]

Credit Unions Face New Competition from Private Equity

Credit Unions, Banks Face New Competition from Private Equity

Private equity is creeping into the role typically taken on by traditional financial institutions like credit unions and banks: business lending. The Wall Street Journal estimates PE firms loans to midsized business jumped from $300 billion in 2012 to over $500 billion in 2017 and this trend is expected to continue. Private equity firms, like […]

Capstone Presents at the Annual Strategic Lending Conference

Capstone Managing Director John Dearing spoke at CU Conference’s Annual Strategic Lending Conference held in Lake Tahoe on July 26-29, 2018. John presented two exciting sessions: How to Make Educated Decisions to Solve Your Lending Challenges and Focus First: A Proven Process for Evaluating and Prioritizing Options. In the first session, leaders learned how to overcome challenges […]

M&A Update: 1H 2018

Global M&A value reached $2.5  trillion in the first half of 2018, an increase of 61% while the number of deals decreased by 10% when compared to the same period in 2017. This is the strongest first half since records began in 1980. Deals are getting bigger with 81 mega deals valued over $5 billion accounting […]

4 Reasons to Consider External Growth for Your Credit Union

4 Reasons to Consider External Growth for Your Credit Union

Today’s economic environment is changing rapidly. Consumers are embracing fintech and new players are moving into the credit union space. At the same time, the cost of compliance is rising and non-interest income is dwindling. What does this mean for credit unions? The days of going about business as usual are gone. In order to […]

PPS Impact Magazine Article by John Dearing, Capstone

How to Prepare Your Practice for Sale – New Article in PPS Impact Magazine

Are you thinking about selling your practice? Whether you are thinking about retiring or moving on to a new company, a robust plan is a must for maximizing your success.There are many factors to consider including determining your goals, understanding the financial and legal implications of a sale, and knowing which advisors you’ll need on […]

Insights from AXFI

Credit Unions, Analytics, and Innovation – Insights from AXFI

Last week John Dearing, Capstone’s Managing Director, attended the 2018 Analytics and Financial Innovation (AXFI) Conference in Minneapolis. Here are few of John’s observations from AXFI: Data used the right way for decision-making and segmenting can help an organization be more successful, especially when it is marketing to and trying to retain members There is […]

5 Ways to Balance Being Tough with Playing Nice in M&A Negotiations

5 Ways to Balance Being Tough with Playing Nice in M&A Negotiations

Negotiating for an acquisition is unlike most other negotiations where once the deal is finalized, you and the other party will part ways never to see each other again. With strategic acquisitions, often you will continue working with the seller once the transaction closes so protecting your relationship throughout the acquisition process, including during negotiations, […]