M&A and External Growth

External growth, partnering with an outside organization, sometimes is the fastest way to grow your company. Explore multiple pathways including acquisition, strategic alliance, joint venture, minority interest, and more!

Capstone CEO and Founder David Braun is the author of an article for Managed Healthcare Executive magazine. The article examines recent merger activity within the healthcare industry and looks at potential future trends in healthcare M&A. Read the entire article at: https://www.managedhealthcareexecutive.com/view/what-s-next-in-healthcare-mergers-acquisitions

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Regarding mergers and acquisitions, the healthcare industry was one of the most active in 2021. Capstone Strategic Founder and CEO David Braun recently spoke with the publication Healthcare Business Today to share some insight on growth strategy for healthcare companies considering M&A. https://www.healthcarebusinesstoday.com/ma-growth-strategy-for-healthcare-companies/  

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Capstone CEO David Braun and his advice for those considering mergers and acquisitions with the telecommunications industry is a cover story for the December 2021 issue of Telecom Reseller magazine. Read the complete article at: https://telecomreseller.com/2021/12/01/telecom-reseller-december-2021/#flipbook-df_152395/1/

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In this recent issue of the food industry publication, The Food Institute, Capstone CEO David Braun discusses why increasing M&A activity is being seen throughout the complex and interconnected food system. https://foodinstitute.com/focus/analysis-food-industry-ma-activity-shows-no-signs-of-slowing/

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Whether due to merger, expansion, or investment, an understanding of the processes and techniques of valuation is crucial for the effective growth and solid financial performance of credit unions. Capstone Managing Director John Dearing and Manager Anna Kochkina break down the multifaceted valuation process in CUInsight. https://www.cuinsight.com/credit-unions-valuation-and-ma-transactions.html

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When it comes to global M&A activity, no sector has been hotter than the one known as TMT; Tech, Media, and Telecommunications. In the latest edition of Telecom Reseller, Capstone Strategic CEO David Braun shares his advice for companies considering strategic growth by acquiring a telecom company. https://telecomreseller.com/2021/11/09/what-to-consider-for-your-telecom-ma-deal/

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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 […]

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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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Should you hire an advisor for mergers and acquisitions? Some companies execute acquisitions on their own and are successful. In fact, there are entire corporate development divisions whose primary focus is to pursue external growth initiatives for the company. On the other hand, many companies do engage an M&A advisor to guide them through the […]

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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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The fact that M&A deals have continued to take place despite the ‘Great Lockdown’ (as UBS described the 2020  coronavirus developments) suggests that mergers and acquisitions and more broadly, external growth initiatives, should be part of a company’s strategic planning considerations regardless of broader circumstances. Companies that have a clear vision and are regularly evaluating […]

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While the world is adjusting to the new normal, some businesses are struggling to adapt whereas others are thriving. Due to COVID -19 related challenges, many owners are selling their businesses. We see an incredible opportunity for firms that have acquisitions on their radar.   For those of you who want to grow through M&A, here are four mistakes to avoid:  Lack of a concise strategy– Failing to have a concise strategy is the number one […]

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Doing the groundwork for the sale of a business can be a challenging process for owners. Although there is no one size fits all solution to help owners prepare for a sale, meticulous preparation is vital. Primarily there are four areas to focus on Valuation – A professional valuation will give the owner a realistic […]

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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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When done right, an acquisition can dramatically accelerate the growth of a company. However, experience tells us that deals often fall apart. Each year thousands of dollars are spent by buyers and sellers on deals that go nowhere. Here are 3 top reasons M&A deals fall apart. 1. Lack of Strategy – Failing to have a […]

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Mergers and Acquisitions are a great way to grow your business. Here are 3 myths that you should stop believing as you pursue the right deal for your company.  Myth #1: A deal takes three to six months  Many think that an M&A deal can be easily completed within three to six months. This may be the case […]

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The right acquisition can dramatically accelerate your company’s growth. If you are struggling to find the right company to acquire, here are three tips to help with your search.  Every Company is for Sale – Many make the mistake of just looking at companies that are for sale. It is important to remember that for sale companies are […]

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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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One of the most challenging aspects of “not-for-sale” deal making is that more often than not owners initially are not interested in selling. Owners say “no” all the time and it can be discouraging, especially to first-time buyers who are unfamiliar with the M&A process. Here are three steps a buyer should take after hearing […]

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About 70% of acquisitions fail. Either the deals don’t result in the expected synergies or worse – they detract from a company’s existing value. The good news is that you can beat these terrible odds by preparing before you begin pursuing deals. In our experience, here are ten questions we ask our clients before embarking […]

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