Strategy and Company Growth

Explore how to craft a robust and actionable strategy for the future.

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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“I have found that the most attractive offers from buyers go beyond a simple dollar figure.” I could not agree more with this statement from Frank Williamson’s article on Axial. This concept that price is not the ultimate selling point is something we talk about a lot on the Successful Acquisitions Blog. We call it […]

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Not every buyer will or should require complete control to invest in a company. Some buyers will look at a technology or product segment and invest in four to five startups or up and coming businesses at various minority interest levels with options in the future to increase their stakes once the technology is proven. […]

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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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The US may be the largest economy, but the 15 fastest growing economies are in Africa or Asia with Ethiopia topping the list with a projected GDP of 7.9% for 2019. For comparison, the US GDP was 2.2% in 2018. Access to these fast-growing markets is one of the primary drivers for international expansion. In […]

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Four tips for investing in credit union service organizations as a solid way to build your bottom line without increasing fees. Credit unions are relying more on non-interest income to grow. Over the past 10 years, non-interest income as a percentage of gross income has risen from 19% in 2008 to 27% in 2018, according […]

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Data analytics, artificial intelligence, member experience – these were a few of the exciting ideas discussed at the NACUSO Network Conference this year. Edelweiss Harrison, Vice President at Capstone, had the opportunity to exchange ideas with innovative credit union and CUSO leaders at the conference this year in San Diego on April 14-17, 2019. She […]

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“At our last strategic planning session, we realized we needed to do something else in addition to organic growth to meet our company’s five-year goals,” Dan* recently shared with me on the phone. Like many middle market companies, organic growth was stagnant, and the company’s progress had plateaued. Dan saw the gap between where the […]

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Hello and Happy New Year! Welcome to the first post in 2019. I always love the new year because it’s a great time to take a step back, reflect and refocus. Far too often business leaders get caught up in the day-to-day of running a company, putting out fires, or jumping to the next big […]

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Past success is no guarantee of future success. Just ask Shakey’s Pizza, Ground Round Grill & Bar or Frisch’s Big Boy. If you’re scratching your head wondering what these companies are, you have proven my point. A recent Wall Street Journal article highlighted the ways these three companies, which were once recognizable anywhere, have shrunk […]

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In my over 20 years of helping companies grow through acquisitions, I can say the secret to a successful deal is having a solid, strategic approach to M&A. This is true for middle market manufacturers, technology startups, family-owned food and beverage companies, and divisions of publicly traded firms. Having a plan is the first step […]

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Many executives don’t take enough time to think about the “why” of acquisition. They focus on conducting research, identifying targets, negotiation with owners and valuing companies and gloss over these grounding questions. But the foundation of every successful acquisition lies in your strategic rationale. Without this foundation, it’s impossible to guide your endeavors. If you embark […]

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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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Buying another company is an excellent tactic for growing your company, but are you really ready to do a deal? About 77% of mergers and acquisitions (M&A) fail due to a variety of issues ranging from lack of strategic alignment to incomplete due diligence to culture clashes. A bad acquisition can leave a company worse […]

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“It can be the best financial deal on the planet, but if it doesn’t fit our strategy…we’re not interested.” This quote from Gary Norcross, President and CEO of Fidelity National Information Services, expresses a simple principle: In order to be successful, an acquisition must be strategic in nature. One of the primary reasons acquisitions fail […]

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While a leader’s years of experience may be invaluable, companies should not make decisions based on instinct alone. We are human and biases can influence the judgement of even the most “objective” leader. In today’s information world it is important to pair real-time data with analytical skills in order to arrive at the best decision. […]

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Developing and implementing a strategy requires multiple skills and successful growth requires multiple perspectives. Other people in the company have a different level of skillset or expertise that can be beneficial. A leader’s team should be a brain trust or a mastermind forum for decision making that develops a collective understanding of the strategic plan. […]

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