Capstone News

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

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 to any professional involved in M&A. November 21,2019 – 1.00 PM to 2.00 PM (EST) After completing this webinar, you will be able to: -Explain the structure […]

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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 it has moved to a new contemporary and collaborative office space in Tysons Corner, the business hub of Northern Virginia outside of Washington DC. “We are beginning our 25th year of helping clients […]

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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 our webinar on Contemporary Legal Issues in M&A and stay up-to-date on the latest legal requirements. The webinar will be presented by Christopher Hagan who is a Partner at Perkins Coie LLP. […]

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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 — of hard work. With it, though, comes a whole new round of work […]

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As Manager, Anna Kochkina will now lead more client engagements, leveraging her expertise in valuation and prospect evaluation and prioritization to help clients execute strategic mergers and acquisitions.  Capstone Strategic, Inc., a leading advisory firm specializing in not-for-sale, strategic mergers and acquisitions (M&A) for the middle market, announced today the promotion of Anna Kochkina to […]

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Learn what can make or break a deal I’m excited to be leading the American Management Association’s Course on Mergers & Acquisitions on May 15-17 in New York. I have been teaching this course for 26 years (since 1993) and it is a comprehensive, three-day course designed especially for CEOs, CFOs, owners, and other senior-level […]

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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 […]

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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 […]

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Did you know failing to move quickly during integration is one of the top reasons why deals are unsuccessful? Last week I had the opportunity to guest lecture on this topic at Professor Jeanne Wilson’s Executive MBA class at the Raymond A. Mason School of Business at the College of William & Mary. Many companies […]

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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 […]

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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 […]

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Happy New Year! Last year we asked you to help us give back by voting for your favorite charity. We are very excited to announce the results from the survey and have made a contribution to each of the charities in proportion to your selection. Each of the charities noted above have made a significant […]

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While 2018 has been the highest year on record for mergers and acquisitions, dealmaking is slowing down. Geopolotical risk, trade issues, and stock market volatility all play a role in CEO confidence, one of the primary drivers of activity. Coming off three years of strong activity and favorable economic conditions the tide may be shifting. […]

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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. […]

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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, […]

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Capstone Strategic announced today that Immanuel, a leader in the field of retirement living in the Midwest has acquired senior living community The Shores at Pleasant Hill. With this acquisition, Immanuel gains its first senior living community in Iowa and builds on its mission of serving seniors in the region. Capstone Strategic, Inc. (Capstone) announced today […]

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Last week Capstone Managing Director, John Dearing, spoke at the Private Practice Section (PPS) 2018 Conference in Colorado Springs, Colorado on “Strategic Growth: Big Data, Cash Cows, and Mangy Dogs.” John was joined by co-presenters Steve Stalzer and Emily Bagby of 8150 Advisors.  The presentation covered how physical therapy practice owners can grow their organizations long-term by establishing a firm foundation and exploring multiple growth pathways including strategic mergers and acquisitions. Below are three […]

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Last week Capstone Vice President Matt Craft attended the Virginia Conference on World Trade in Richmond, Virginia. The conference brings together business leaders committed to developing and cultivating international partnerships and is hosted by the Virginia Economic Development Partnership (VEDP), Virginia Chamber of Commerce, Virginia Manufacturers Association, and the Virginia Maritime Association. During the conference, […]

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In today’s fast-paced business environment, offering the right products and services to keep up with with member demand and technological changes can be a challenge. To succeed credit unions must first determine what their members want and then determine how to offer the best solution. Capstone Managing Director John Dearing explored these topics with credit union […]

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Do you have a plan for the future?  Whether you are looking to grow your business or cash out, having a strategic plan is key to success. As mergers and acquisitions activity becomes more and more heated in the physical therapy space, owners thinking of selling (or buying) must evaluate various factors and begin developing […]

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