M&A Insights from David Braun and Other Experts

Latest Articles

4 Reasons Credit Unions Partner with CUSOs

In this financial marketplace dominated by goliath banks, credit unions stand apart due to their collaborative nature and commitment to service. Credit Union Service Organizations (CUSOs) have the same spirit of credit unions.  A CUSO is an organization that is owned by credit unions in whole or in part that provides permitted financial services and/or […]

M&A: From LOI to Close

November 12, 2020 1:00 PM – 2:00 PM (EST) 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 any professional involved in M&A will want to know. After completing this webinar, you will be able to: […]

Capstone Strategic Guides ITA International on Acquisition of Innovative Decisions

(Capstone) announced that ITA International (ITA), a Newport News based federal contractor and professional services company, has acquired Innovative Decisions Inc. (IDI), now Innovative Decisions International, a wholly owned subsidiary of ITA. IDI is a management consulting firm specializing in decision and risk analysis, operations research and systems engineering for business and government customers. Capstone […]

Contemporary Legal Issues in M&A

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 […]

Top 4 Considerations for M&A Due Diligence in the age of COVID-19

Due Diligence has always been a daunting task even for the best deal makers. With travel restrictions and closed borders, due diligence procedures for both the buyers and sellers have drastically changed.  Here are four considerations for Due Diligence in the age of COVID-19: Leverage Virtual Tools – Due Diligence processes are sensitive and must […]

Anna Kochkina of Capstone earns Certified Valuation Analyst® designation

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 […]

The Basics of Business Valuation for M&A

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 […]

4 things credit unions need to know about strategic mergers & acquisitions

As the world adjusts to the new normal, some organizations are struggling to adapt whereas others are thriving. Credit unions are no different. COVID-19 has caused disruption to the normal credit union operations and has economically impacted many members and employees. Credit unions are weathering this pandemic by caring for the needs of their members and by embracing digital banking and additional lending […]

It’s Always a Good Time to Consider M&A

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 […]

Keys to Integration Success

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 […]

4 Mistakes to Avoid When Buying a Company

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 […]

Tax Considerations in Mergers and Acquisitions

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 […]

3 Major Components of the Deal Structure

The deal structure in an M&A transaction is the collection of terms and conditions that encompass the deal. Three traditional ways of structuring an M&A deal are through an asset purchase, a stock purchase, or a merger. The preferred deal structure is usually agreed to in the Letter of Intent. Once due diligence is complete, […]

Strategic CUSO Partnerships – A key to Credit Union post-pandemic planning

Join our webinar to hear how Strategic CUSO Partnerships can be a key to Credit Union post-pandemic planning. Date: August 6, 2020Time: 2:00 PM EDTCost: ComplimentaryRegister: The webinar will include: CUSOs addressing the challenges of credit union growth in a competitive and uncertain market Creative ways credit unions are pursuing growth through partnerships/collaborations Live lessons & tips […]

Capstone Strategic guides RenoFi to partner with Ardent Credit Union

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 […]

George Floyd: How CEOs can learn from this tragedy and act for positive change

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: *Special webinar –  This webinar is part of the complimentary webinar […]

5 Tips on Conducting Primary Research

Quality research is essential to the success of any acquisition plan. Once you have identified a specific company as a prospective acquisition, it is essential that you perform primary research in addition to typical secondary (online or database) research. Primary research involves getting on the phone and talking to people who deal with the company on […]

Successful Negotiation Tactics

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: […]

Credit unions adapting to the new normal

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 […]

4 things to focus on, to prepare your business for sale

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 […]