Capstone News

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

In the current issue of Supply Chain Management Review, Capstone CEO David Braun offers both advice, and some vital questions to answer for those manufacturing and supply chain companies who may be considering growth through acquisition. https://www.scmr.com/article/manufacturing_growth_through_acquisition_what_to_know_and_what_to_ask

Read More

November 18, 2021   1:00-2:00 PM EST M&A: From LOI to Close Please join Capstone for our November webinar focusing on one of the most challenging, and exciting, parts of any deal; the journey from letter of intent (LOI) to close. This webinar will provide valuable insight any professional involved in M&A will want to […]

Read More

Capstone Strategic Inc. is pleased to announce that Analyst Ingrid Braun has successfully earned her certification as a Middle Market Professional through the Association for Corporate Growth (ACG). Those who earn the Middle Market Professional designation must demonstrate their knowledge and expertise in the subject areas of: Financial Markets, Financial Statement Analysis/Financial Projections, Comprehensive Valuation […]

Read More

October 21, 2021 1:00-2:00 PM EDT Contemporary Legal Issues in M&A Knowing the legal in’s and out’s can make a huge difference when it comes to closing a deal. Join Capstone’s experts on October 21, 2021, for the upcoming webinar “Contemporary Legal Issues in M&A” to stay up to date with the latest legal developments […]

Read More

Capstone Strategic, Inc. (Capstone) announced today that Accurate Group, a leading provider of technology-driven real estate appraisal, title data, analytics, and e-closing solutions, has acquired real estate title and closing company Coast to Coast Title & Escrow (CTC) of Seminole, Florida. Capstone advised Accurate Group on this strategic, not-for-sale acquisition. Accurate Group is a real […]

Read More

 Capstone Strategic announced today that H&H Medical Corporation, the maker of a proprietary line of military-grade trauma products has been acquired by Safeguard Medical, a global leader in emergency medical technologies and specialized training for first responders.

Read More

With the rising number of credit union mergers, the increasing interest in acquisitions of community banks and branches, as well as investments in fintechs by credit unions and CUSOs, understanding valuation – processes and techniques – has become increasingly crucial for successful growth and solid financial performance. Valuation Process Steps Highlighted below are some of […]

Read More

June 17, 2021 1:00 PM – 2:15 PM (EDT) Do you have what it takes to finalize a deal? Negotiation is critical skill for aligning decision makers from both organizations involved in a transaction. Learn negotiation best practices from an experienced negotiator of dozens of deals. After completing this webinar, you will be able to: […]

Read More

A complex narrative surrounds TikTok, the most downloaded app of 2020. The popular video-sharing social media platform is owned by a Chinese company, ByteDance, which was valued at $180 billion at the end of 2020. Although the app was initially released in September 2016, it did not start gaining recognition until August 2018 when ByteDance […]

Read More

May 20, 2021 1:00 PM – 2:15 PM (EDT) Due diligence is about more than just looking for red flags and hammering the target for more and more information. Learn how to use due diligence to maximize the opportunity for success in your next acquisition. After completing this course, you will be able to: Describe […]

Read More

Capstone Strategic, Inc. (Capstone) announced today that Security Service Insurance, a subsidiary of Security Service Federal Credit Union, headquartered in San Antonio, Texas, has acquired Pace Insurance Mangers. Pace, a 62-year-old agency, provides full-service insurance coverage to the forest products industry in Northern Louisiana. Security Service Insurance provides commercial and personal insurance to members and […]

Read More

Leaders from various industries generally reported a modest picture of growth and M&A activity according to a new survey by Capstone Strategic, a leading strategic M&A advisory firm for the middle market. The survey was conducted in January and February 2021 and is the eighth annual survey of the market. Capstone Strategic’s annual survey on […]

Read More

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 […]

Read More

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. […]

Read More

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. […]

Read More

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 […]

Read More

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 […]

Read More

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!

Read More

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 […]

Read More

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: […]

Read More