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 — […]

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.

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

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 […]

M&A Update 2018

M&A Update: Full Year 2018 – M&A Surpasses $4 Trillion

Despite economic and political instability throughout the year, global M&A value surpassed $4 trillion in announced deals in 2018, a 12% increase from 2017. M&A value in 2019 fell short of 2015’s record high of $4.3 trillion. The number of deals worldwide declined by 4% when compared to 2017 to 47,585 announced deals. Buyers and […]

John Dearing Capstone CUbroadcast

How to Recession-Proof Your Credit Union – CUbroadcast Interview

If the recession hit tomorrow, would your organization be ready? While this may be a scary thought, rather than panicking or ignoring the issue, you should focus on proactively seizing opportunities today to ensure the success of your credit union and your members in the future. John Dearing, Managing Director at Capstone, discusses this important […]

Fintech M&A 2019

Fintech M&A Heats Up in 2019

Fintech startups are disrupting traditional financial institutions as consumers rely more and more on technology for everyday activities, including banking. Robust M&A activity is expected to continue in this space. It’s not only banks and credit unions that are acquiring or investing in fintechs, established technology firms like Amazon are snapping up these startups in […]

Capstone speaks at the Annual CUSO Conference

How can you take your CUSO’s growth to the next level? Proactively consider strategic M&A, joint ventures, investments, and partnerships. Last week Capstone Managing Director John Dearing escaped the wintry weather in Washington, DC to speak on this topic at the Annual CUSO Conference hosted by CU Conferences on December 12 in St. Petersburg, Florida. […]

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, […]