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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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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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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It’s not uncommon for credit unions to work with non-traditional industries and financially-vulnerable populations. In fact, offering financial services to unbanked people such as recent immigrants and other disadvantaged groups dates back to the credit unions’ beginnings. The first credit unions were formed in Germany in the 19th century and were based on principals of self-help, equality, social responsibility […]

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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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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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Strategic buyers and private equity investors look to the middle market in 2018. Building on 2017 activity, all signs point to robust activity for middle market deals in 2018. Compared to 2016, average deal size in 2017 decreased by 16% while deal volume increased by 14% in the US. Growing interest in the middle market […]

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Capstone Strategic’s survey shows middle market mergers and acquisitions and external growth activity is increasing. More middle market executives are 100% certain they will pursue deals in 2018 (22%) than in 2017 (17%). Executives across various industries shared their perspectives on mergers and acquisitions and growth in 2017 and their outlook for 2018 in a […]

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2017 has been an exciting year. From regulatory changes to tax reform, to the economy, navigating the business environemnt has been filled with ups and downs. Despite this, 2017 was a strong year for M&A activity, especially in the middle market. In light of the volatility, companies turned to smaller deals rather than larger transactions […]

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Back in 1995 I started Capstone with one reason in mind: to help companies grow. Company growth is my passion and I’m always excited to be a part of clients’ growth stories and see them achieve their dreams. Company growth is about more than helping an organization become larger. Successful companies have very real and […]

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Capstone Managing Director John Dearing delivered the presentation “Leapfrog the Product/Service Development Cycle” at the Credit Union Products and Services Conference in Santa Fe, New Mexico on September 16, 2017. The event, hosted by CU Conferences, brought together board of directors, board chairs, CEOs, and senior management to explore various products and services to meet […]

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Worldwide, deal activity in 1H 2017 was relatively flat when compared to 1H 2016. Deal value increased slightly by two percent and the number of deals dropped just four percent, according to Thomson Reuters data. In the US, although deal value dropped by 16 percent, the number of deals rose by 17 percent compared to […]

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If you pursue acquisitions, there is a high chance of failure. That sound harsh, but about 70% of all mergers and acquisitions fail. Deals fall apart before the transaction closes, suffer integration issues post-closing, or simply do not yield the return on investment that was expected. Think about the disastrous “merger of equals” between AOL […]

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M&A activity has been trending upward in the last year and half to two years. There was a particular uplift in 2015 which reached the record-breaking value of $4.3 trillion worldwide. Some of that was fear-based because of what was going to happen with capital gain rates so many deals were completed in the latter half […]

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“I’m not interested in selling my business right now.” “We already have a strategic plan in place.” “We are already talking to another buyer.” “Why should I listen to you? I get asked to sell all the time.” “I may sell in a few years when my company has a higher value.” “Who are you????” […]

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Capstone Strategic’s survey of middle market executives shows most see the same (43%) or growing (31%) M&A activity in their industry. 47% are pursuing M&A in order to access new markets. Capstone Strategic, the leading M&A advisory firm for the middle market, surveyed middle market executives from multiple industries on their growth and M&A experience […]

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We usually think acquirers are big, multinational companies that gobble up their smaller competitors. However, that’s not always the case. Hudson’s Bay, which has a market value of $1.5 billion, is interested in acquiring Macy’s, which has a market value of $9.4 billion. This transaction challenges common perceptions about acquirers and sellers and demonstrates that […]

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Many company owners and executives know that M&A could hugely accelerate their growth. But they hold back for several common reasons. Let’s take a look. 1. “There Are No Suitable Companies to Buy” You’re probably right—almost. There are no suitable companies for sale. That does NOT mean there are no great companies to buy. You just have […]

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Global M&A reached $3.7 trillion in 2016, dropping 16%, and the number of deals increased slightly by 1% when compared to last year. While 2016 did not match 2015’s record-levels, activity was still robust. Compared to 2014, activity increased by 5%. Activity in the fourth quarter reached $1.2 trillion with 13,504 deals announced, a 50% […]

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