Capstone News

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

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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June 18, 2020 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: […]

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There have been many changes in the credit union world thanks to COVID-19. Branches are closing, members are losing jobs, and ensuring the safety of your team has become a top priority. Business continuity plans have been pushed aside. Even credit unions that have plans in place for natural disasters are finding themselves in unknown […]

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May 28, 2020 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 […]

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April 30, 2020 1:00 PM – 2:00 PM (EDT) 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 […]

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A letter of intent (LOI) is far more than a legal document. It’s a key milestone in the M&A process and can be a powerful tool for getting the deal done. The LOI outlines the basic parameters for an acquisition including the period of exclusivity, purchase price and consideration, preferred deal structure, and expiration date. […]

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Strategic partnerships can help credit unions attract and retain members — Millennials and Gen Z groups in particular. And, in our current situation with COVID-19, these partners are probably more important then ever. John Dearing, Managing Director & Partner at Capstone, discusses this important topic with Mike Lawson of CUbroadcast. In this episode, John and […]

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Our latest webinar recording is now available – Best Practices for Financial Due Diligence https://register.gotowebinar.com/recording/699936388504997710 We presented our webinar to a record number of attendees on April 2nd, 2020. This webinar is a part of the special webinar series launched by Capstone to celebrate its 25 years of being in business. Due diligence is about […]

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Capstone Strategic’s survey reveals that 2019 was a modest year for mergers and acquisitions activity. Even though the number of respondents who engaged in M&A in 2019 dropped (from 52% to 41%) when compared to 2018, most respondents were generally positive and reported growth in their industries. 71% of respondents reported modest growth, similar to 2018 data (73%).  Leaders from various industries generally reported a modest picture […]

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Technology is driving the financial services industry. This includes credit unions. The emergence of fintechs and other non-traditional financial services companies are helping to push this momentum. Consumers can now handle all their financial matters online. Square, PayPal, Ally and even Amazon are offering consumers and business owners alternative deposit and lending options. Credit unions must compete not only with the […]

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April 2, 2020 1:00 PM – 2:00 PM (EDT) “Financial Due Diligence, Quality of Earnings, Net Working Capital, Oh My!” 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 […]

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March 18, 2020 1:00 PM – 2:00 PM (EST) 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 […]

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February 20, 2020 – 1.00 PM to 2.15 PM (EST) M&A is a powerful tool for rapidly growing your business. Before rushing off to identify a list of acquisition candidates, it is important to make sure you are looking at the right markets. For over 24 years Capstone has used our unique demand-driven approach to […]

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January 30, 2020 – 1.00 PM to 2.00 PM (EST) 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.” […]

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