Company and Market Research

Access to the right information dramatically increases your chances of success. Learn best practices for uncovering market dynamics, industry trends, and difficult-to-access information on companies.

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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Acquisitions are a great tool for growth.  When done right, strategic M&A helps a business to grow rapidly and gain a competitive advantage. Prospect research is a critical part in the M&A process. If conducted properly, it makes the later stages far easier to complete. Here are 4 tips to keep in mind to help […]

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Due Diligence is the most demanding phase of the acquisition process. Many companies start with a due diligence checklist in the public domain prepared by someone who has no knowledge of your organization or your deal. A prepared checklist such as this will likely not cover every aspect of the target company that is important […]

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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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Due Diligence is an integral part of any M&A process. Due Diligence is the research and analysis one company does in preparation for a business transaction, particularly regarding an acquisition. The overall purpose of due diligence is to ensure that there are no surprises when the transaction is complete and integration begins. Here are three […]

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Acquisition is a great tool for growth. But before embarking on an acquisition journey, it is important to ask,” What outcome do you want to achieve from M&A that you would not realize otherwise? Each company’s situation is different, and the reason to acquire is different. Here are the top 5 reasons a company decides […]

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Many leaders shy away from international expansion because they are afraid of the risks associated with it, but going global can be an excellent opportunity for reaching new markets and achieving your company’s growth goals. If you’re considering new growth options, here are three steps to minimize these liabilities when expanding internationally. 1. Find the […]

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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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Generating a list of companies to acquire is easy. Simply call up an investment banker or visit a broker website like BizBuySell and you’ll find dozens of for-sale companies. The problem with this approach is although these owners are willing to sell, many of these companies may not be what you are looking for in […]

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One of the first questions people ask me about M&A is, “Do you have a list of companies interesting in selling?” But this is the wrong question to be asking. By the nature of our role as third-party M&A advisors we do hear of for-sale companies, but from experience we have found using list is […]

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“We would like to do an acquisition, but there are just no good companies to buy.” I’ve heard this sentiment repeatedly throughout the years from both owners of small, family businesses and executives of Fortune 500 firms alike. Identifying the right company to acquire is key to a successful transaction and the process takes significant […]

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You’ve identified the perfect company to buy. The target has solid financials, a state-of-the-line facility, and a well-recognized brand name. Acquiring this company would double your revenue today. So, of course you should go for it. What could go wrong? Wait! Before you sign on the dotted line, make sure to conduct thorough market research. One […]

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36 percent of middle market companies struggle to find the right partner when it comes to pursuing deals. Most acquirers begin their search by looking at a list of for-sale companies only to come away from the process empty-handed and disappointed. Many for-sale companies are on the chopping block for a reason. They may be […]

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Finding a list of companies to acquire is exciting! You start thinking about all the possibilities and how the deal will grow your business exponentially. But before you move forward with any of these candidates, take a step back and make sure you are looking at companies in the right markets. What are the “right […]

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How many companies do you need to look at to do a deal? This is a common question we get from clients. Experience tells us you need to look at about 100 companies in order to execute one deal. That doesn’t mean you go through formal due diligence with 100 companies, but you do need […]

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How do you find the best market for your product or service? Capstone Project Manager Matt Craft answered this important question on the Market Selection Panel at the Virginia Conference on World Trade in Richmond, Virginia on October 30. Hosted by the Virginia Economic Development Partnership (VEDP), this is the state’s largest international trade conference and is focused […]

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Expanding internationally can provide numerous opportunities to grow your business using acquisitions, joint ventures or strategic partnerships, but before you can decide which market to enter, you’ll need to do some research. The data sources you use for your research will vary depending on location and industry and the specific information you are seeking. We’ve […]

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Research is essential to the success of any business plan, including acquisition. The demand-driven, “markets first” acquisition process that I advocate requires thorough research. Only thorough research uncovers the most appropriate markets, helps you identify the best prospects, and sets you apart from other potential buyers. There are two levels of research to consider: primary […]

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As I’ve stressed  in an earlier post, I recommend including not-for-sale companies in your acquisition search. This will significantly expand your universe of potential acquisition prospects. However, with such a large pool, you must develop criteria through which to filter the prospects in order to narrow your options. The first step in establishing your criteria for prospects […]

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When a company is ‘‘not for sale,’’ that simply means it isn’t actively seeking a buyer. If through your search and screening process you discover a company that could be the right fit for your acquisition criteria, then it should be pursued, even if it is ostensibly not for sale. The central point here is that every […]

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