In the latest edition of Accounting Today, Capstone Founder and CEO David Braun shares his thoughts on why audits (and audited financials) are crucial to M&A success. Why the audit is the key to M&A success

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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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Capstone CEO David Braun shared his insights with the business website Real Money, about the recent news of large conglomerates like General Electric and Johnson & Johnson splitting into separate companies. And why other large, established companies may follow suit. https://realmoney.thestreet.com/investing/stocks/ge-isn-t-the-only-aging-company-that-could-benefit-from-a-breakup-15830176

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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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In the current issue of Supply Chain Management Review, Capstone CEO David Braun offers both advice, and some vital questions to answer for those manufacturing and supply chain companies who may be considering growth through acquisition. https://www.scmr.com/article/manufacturing_growth_through_acquisition_what_to_know_and_what_to_ask

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Workers of the baby boom generation continue to retire in great numbers. Many of their fellow Boomers who are business owners are also planning retirement.  That is creating a new set of challenges for them, and for the economy. According to information from the U.S Census Bureau, Boomers own over 2 million small businesses, employing […]

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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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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 […]

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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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A letter of intent (LOI) is far more than a legal document. It’s a key milestone in the M&A process and can be a powerful tool for getting the deal done. The LOI outlines the basic parameters for an acquisition including the period of exclusivity, purchase price and consideration, preferred deal structure, and expiration date. […]

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In my last 30 years of helping companies grow, one of the most common questions I have come across is “how much is my company worth?”. Bringing together the financial (valuation) and non-financial (evaluation) pieces of the puzzle will help you determine the value of a company. Valuation refers to the economic value you place […]

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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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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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Are you looking for new ways to grow your company? Join Capstone CEO David Braun for a presentation on “Overcoming the Growth Plateau” at the Offshore Technology Conference (OTC) in Houston on May 2, 2018. David will discuss new ways to think about growth and explore how energy companies can leverage acquisitions to grow. If […]

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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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