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

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.

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 […]

Recent Posts

Business Valuation for M&A: Webinar

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. The Basics of Business Valuation for M&A Date and time: September 16, […]

How to Integrate an Acquisition Successfully: Webinar

Bringing together two companies through acquisition is no simple task and requires expertise, planning, and patience to combine workforces, brands, IT systems, operations, and more! Join our webinar to learn how to plan and execute a successful integration program. Keys to Integration Success Date and time: August 19, 2021 at 1:00 PM EDT Register today: […]

Capstone Strategic Advises Accurate Group on Acquisition of Coast to Coast Title & Escrow

Capstone Strategic announced that Accurate Group has acquired Coast to Coast Title & Escrow to Expand in the Southeast US and Strengthen Digital Real Estate Title and Closing Capabilities

Will Changes in Tax Law Affect Your Acquisition?

Taxes can greatly impact how you choose to structure a deal or even what price you offer for an acquisition. With so many changes occurring in the tax code, it’s important to stay up-to-date and understand the effects these changes may have on your deal. Join us for a webinar with leading M&A tax attorney, […]

5 Reasons CUs Should Partner with Big Data

5 Reasons Why Credit Unions Should Consider Partnerships with Big Data Companies in 2019

Big data is exactly what it sounds like – a vast amount of structured and unstructured information, collected from an increasingly diverse set of digital and traditional sources. For credit unions, every interaction with members, every loan processed, fee collected, call center, or branch interaction is an opportunity to collect data which when aggregated, becomes […]

What Strategic Investors Want Webinar DCU Fintech Innovation Center Capstoine

What Strategic Investors Want: Secrets to Making Your Startup Stand Out

If you’re like many entrepreneurs, thinking up new ideas and comes naturally, but persuading someone to invest in your business may be a bit more challenging. Join this webinar with Vasilios Rousso, Managing Director of the DCU Fintech Innovation Center, and John Dearing, Managing Director of Capstone to learn how to secure funding and find […]

3 Things You Should Know About Doing Business Internationally in Today’s Climate

3 Things You Should Know About Doing Business Internationally in Today’s Climate

The US may be the largest economy, but the 15 fastest growing economies are in Africa or Asia with Ethiopia topping the list with a projected GDP of 7.9% for 2019. For comparison, the US GDP was 2.2% in 2018. Access to these fast-growing markets is one of the primary drivers for international expansion. In […]

CFO Focus How To Boost Your Credit Union’s Non-Interest Income

CFO Focus: How To Boost Your Credit Union’s Non-Interest Income

Four tips for investing in credit union service organizations as a solid way to build your bottom line without increasing fees. Credit unions are relying more on non-interest income to grow. Over the past 10 years, non-interest income as a percentage of gross income has risen from 19% in 2008 to 27% in 2018, according […]

CUbroadcast Interview: Capstone on Disruptive Innovation at the NACUSO Network Conference

Data analytics, artificial intelligence, member experience – these were a few of the exciting ideas discussed at the NACUSO Network Conference this year. Edelweiss Harrison, Vice President at Capstone, had the opportunity to exchange ideas with innovative credit union and CUSO leaders at the conference this year in San Diego on April 14-17, 2019. She […]

Webinar How to Pick the Right International Markets

New Webinar – How to Pick the Right International Markets and the Online Tools to Engage with Them

Join us to learn how to pick the right international markets for your business and how best to engage with those markets using online tools. Capstone Vice President, Matt Craft, will be presenting a webinar with Susanna Hardy, Chief Content Officer at IBT Online. Learn how to grow your business internationally. Insights and opportunities: Choosing […]

PSCU CEO Chuck Fagan speaks on the success of PSCU's acquisition of CU Recovery., which Capstone assisted with in March 2018.

Capstone Talks M&A at PSCU Member Forum with CUbroadcast

Capstone’s Managing Director, John Dearing, had the opportunity to attend the PSCU Member Forum in Austin, Texas. During this event PSCU’s CEO Chuck Fagan spoke about the CUSO’s values, growth trajectory and strategic plans to “deliver unparalleled member experience.” He also highlighted the acquisition of CU Recovery, which Capstone guided PSCU on in 2018, and […]

Why Credit Unions Invest in Fintech Webinar

Why Credit Unions Are Investing in Fintech Today

Credit unions are increasingly interested in using fintechs to expand product offerings and provide enhanced member experience. Join our webinar to hear how fintechs can help your credit union grow membership and assets. The webinar will include:  Why credit unions pursue fintech partnerships What it takes for credit unions to make this type of investment/decision […]

Capstone Strategic Promotes Edelweiss Harrison to Vice President

Capstone Strategic Promotes Edelweiss Harrison to Vice President

As Vice President, Edelweiss Harrison will continue leading strategic mergers and acquisitions and external growth programs for middle market companies while expanding her role in business development. 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 Edelweiss Harrison has been promoted to […]

Credit union membership growth reaches record high –3 ways to build on this success

Credit Union Membership Growth Reaches Record High – 3 Ways to Build on This Success

Credit unions continue adding members at a record pace. Membership grew by a record-high 4.5% as of end-2018 (up from 4.1% in 2017)], fueled by strong U.S. economic performance, an optimistic outlook on the U.S. economy, low unemployment rates, and high levels of consumption. With 116.2 million members across all 5,375 federally-insured credit unions in […]

Approaching an Owner about Acquisition? 5 Don’ts

Approaching an Owner about Acquisition? 5 Don’ts

Finding the right company to acquire can be a significant hurdle for many strategic acquirers. In our State of Middle Market M&A 2019 report, 41% said they faced this challenge. Buyers must not only identify a company that fits their strategic criteria, but one that is willing to sell, which is not an easy feat, […]

State of Middle Market M&A 2019 Survey

Robust Middle Market Mergers & Acquisitions Activity in 2018, But Some Caution Moving into 2019

Capstone Strategic’s survey shows mergers and acquisitions (M&A) activity remained robust with 52% executing deals in 2018 up from 44% in 2017. While 38% observed more activity in both 2018 and 2017, fewer (11% vs. 27%) are 100% certain they will pursue M&A in 2019. Leaders from various industries generally reported a positive picture of […]

Capstone Helps Credit Unions Add Rocket Fuel to Growth at NAFCU’s Strategic Growth Conference

We all know growth is vital to the success of credit unions, but achieving growth in today’s environment can be challenging. This week Capstone’s John Dearing has been discussing new ideas with forward-thinking credit union leaders at the National Association of Federally-Insured Credit Union’s (NAFCU) Strategic Growth Conference in Greenville, South Carolina. Today, March 21, […]

Airbnb Buys HotelTonight

Need a Place to Stay Tonight? Airbnb Has You Covered with HotelTonight Acquisition

Ahead of the company’s IPO, Airbnb has agreed to purchase HotelTonight, a booking service for last-minute travelers. While the purchase price is undisclosed, HotelTonight was valued at $463 billion two years ago. The acquisition was made to capture the growing demand for same-day bookings, according to Chief Executive Brian Chesky. HotelTonight will be kept as […]

John Dearing Capstone DCU Fintech Innovation

Capstone Speaks on Finding “Smart Money” Partners at the DCU Fintech Innovation Center

Are you a startup looking to launch your idea? Securing funding and the right partner is a critical component to succeeding as a startup, but it can be challenging to convince someone to invest in your idea. One important way startups can have a greater chance at success is by understanding what factors strategic investors […]

Is your credit union ready for the next recession

Is Your Credit Union Ready for the Next Recession?

2018 was a banner year for credit unions…but will a recession follow soon? Credit unions recorded a stellar performance in the first nine months of 2018, adding more than 4.2 million new members, the fastest pace in credit union history. Rising demand for loans driven by the low unemployment rate and strong economic growth underline […]