Capstone News

The latest news and events from Capstone, the leading M&A advisory firm for the middle market.

Companies that incorporate mergers and acquisitions into their long-term strategic planning may be better positioned to take advantage of macro- and microeconomic conditions that impact deal-making in their favor. The 2020 challenges impacted and continue to impact all industries, however unequally. In yachting, reports in the months of March, April and May highlighted challenging times […]

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Making first contact with an owner, especially of a “not-for-sale” company, is a critical step in the M&A process. It is your opportunity begin a positive relationship that may lead to acquisition. The first meeting is equally important; it is the “first date” in what could be a successful (and lucrative) relationship for all involved. […]

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In today’s dynamic economic environment, credit unions continue to face regulatory challenges and competition from challengers as well as big banks with big pocketbooks. The industry actually experienced a membership decline last year. In order to thrive in this environment, credit unions must take a proactive approach to growth and seek new opportunities to expand. […]

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How do you identify the best companies for acquisition? Building a robust pipeline of prospects begins with first developing an M&A strategy and researching and selecting the top markets for growth. Then, you begin searching for acquisition prospects in those attractive markets. Learn how to approach the search for the right company systematically and efficiently […]

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The Letter of Intent (LOI) is one of the most commonly used tools for moving a deal forward. Once you receive a signature on the LOI from the seller, you have reached a significant landmark on the acquisition roadmap. Despite this milestone, there is still a lot of work to be done before the deal […]

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Latest CUbroadcast Interview – Watch how Capstone Strategic has helped CU Rise Analytics bring focus to their Credit Union solution set while benefiting through alignment and prioritization tools. Watch now!

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Have you explored all your options for growth? Some leaders are limiting their potential for growth because they fail to examine all the possible ways to achieve it. Learn how to unlock untapped potential for your business in our webinar on “Five Options for Growth.” After this webinar you will be able to: Define the […]

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Capstone Strategic, Inc. (Capstone), a leading advisory firm specializing in not-for-sale, strategic mergers and acquisitions (M&A) for the middle market, announced its 25th anniversary. Capstone was founded in 1995 by CEO David Braun, to meet the unique needs of middle market companies and their corporate growth initiatives. “I founded Capstone with one thought in mind: […]

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Acquisition can be a powerful tool for accelerating your company’s growth. 2021 may be the year you build on your capabilities, add new services or products, or enter new markets. However, it is important not to get swept away in excitement of a potential deal and remain strategic in your thinking. As you consider growing […]

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Are you thinking about growing your business? In any business endeavor, having the right questions is often half the battle. This webinar will cover 7 powerful questions that have been tried and tested with dozens of clients at the outset of their growth programs: 1. What business are you in? 2. What is your core […]

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In this financial marketplace dominated by goliath banks, credit unions stand apart due to their collaborative nature and commitment to service. Credit Union Service Organizations (CUSOs) have the same spirit of credit unions.  A CUSO is an organization that is owned by credit unions in whole or in part that provides permitted financial services and/or […]

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November 12, 2020 1:00 PM – 2:00 PM (EST) 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 any professional involved in M&A will want to know. After completing this webinar, you will be able to: […]

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(Capstone) announced that ITA International (ITA), a Newport News based federal contractor and professional services company, has acquired Innovative Decisions Inc. (IDI), now Innovative Decisions International, a wholly owned subsidiary of ITA. IDI is a management consulting firm specializing in decision and risk analysis, operations research and systems engineering for business and government customers. Capstone […]

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October 22, 2020 1:00 PM – 2:00 PM (EDT) 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 Contemporary Legal Issues in M&A and stay up-to-date on the latest legal requirements. After completing this course, you will be able to: Define […]

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Capstone Strategic, Inc., a leading advisory firm specializing in not-for-sale, strategic mergers and acquisitions (M&A), is pleased to announce that Anna Kochkina (Manager, Capstone) has successfully earned the designation of Certified Valuation Analyst (CVA®), from the National Association of Certified Valuators and Analysts(NACVA®). “Capstone congratulates Anna on her well-deserved achievement. Earning this credential is a […]

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September 17, 2020 1:00 PM – 2:00 PM (EDT) 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. Key Topics: Basic […]

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August 20, 2020 1:00 PM – 2:15 PM (EDT) Learn how to successfully plan and execute the integration of two businesses. 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 that begins the moment the ink dries […]

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July 30, 2020 1:00 PM – 2:15 PM (EDT) Tax implications can significantly alter how you structure a deal and even the price of your acquisition, so it’s important to understand their effect especially in light of tax reform which has brought about sweeping changes that impact businesses and dealmaking. Join us for a webinar […]

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Capstone Strategic announced today that RenoFi, a pioneer in renovation lending solutions, has partnered with Ardent Credit Union for a new program that grows both membership and quality loans.   June 30, 2020 (Tysons Corner, VA) – Capstone Strategic, Inc. (Capstone) announced today that RenoFi, an innovative financial technology company powering next-generation renovation loans, has partnered with Ardent Credit Union, one of the largest credit unions […]

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Join us for a live discussion with Capstone CEO, David Braun, and O’Kelly E. McWilliams III a prominent attorney and partner at Mintz Levin. George Floyd: How CEOs can learn from this tragedy and act for positive changeDate: Tuesday, June 23, 2020Time: 11:00 AM EDTCost: ComplimentaryRegister: https://register.gotowebinar.com/register/2067282378973094414 *Special webinar –  This webinar is part of the complimentary webinar […]

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