Have you explored all your options for growth? Some leaders are limiting their potential for growth because they fail to examine all the possible ways to achieve it. Learn how to unlock untapped potential for your business in our webinar on “Five Options for Growth.” After this webinar you will be able to: Define the […]

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Capstone Strategic, Inc. (Capstone), a leading advisory firm specializing in not-for-sale, strategic mergers and acquisitions (M&A) for the middle market, announced its 25th anniversary. Capstone was founded in 1995 by CEO David Braun, to meet the unique needs of middle market companies and their corporate growth initiatives. “I founded Capstone with one thought in mind: […]

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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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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: […]

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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 […]

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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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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 […]

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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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March 18, 2020 1:00 PM – 2:00 PM (EST) How do you identify the best companies for acquisition? Building a robust pipeline of prospects begins with first developing an M&A strategy and researching and selecting the top markets for growth. Then, you begin searching for acquisition prospects in those attractive markets. Learn how to approach […]

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February 20, 2020 – 1.00 PM to 2.15 PM (EST) M&A is a powerful tool for rapidly growing your business. Before rushing off to identify a list of acquisition candidates, it is important to make sure you are looking at the right markets. For over 24 years Capstone has used our unique demand-driven approach to […]

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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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January 30, 2020 – 1.00 PM to 2.00 PM (EST) Have you explored all your options for growth? Some leaders are limiting their potential for growth because they fail to examine all the possible ways to achieve it. Learn how to unlock untapped potential for your business in our webinar on “Five Options for Growth.” […]

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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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Hosted by David Braun, Capstone CEO Join Capstone CEO David Braun as he leads a webinar on how to successfully plan and execute the integration of two companies. 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 […]

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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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Are you missing out on opportunities for growth?  External growth, where you partner with another organization outside of your own, is often a neglected opportunity. External growth comes in many forms including mergers and acquisitions, joint ventures, strategic alliances, minority interest, and can be tailored to suit your needs. Here are three reasons why external growth […]

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