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/

Read More

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/

Read More

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/

Read More

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/

Read More

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

Read More

November 18, 2021   1:00-2:00 PM EST M&A: From LOI to Close Please join Capstone for our November webinar focusing on one of the most challenging, and exciting, parts of any deal; the journey from letter of intent (LOI) to close. This webinar will provide valuable insight any professional involved in M&A will want to […]

Read More

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. […]

Read More

As demand for electric and self-driving cars increasing, traditional automotive makers are starting to take notice. The latest are Fiat Chrysler and Renault who announced yesterday they are considering a “merger of equals” in which shareholders on each side would receive 50 percent of the combined company. The deal would create one of the largest […]

Read More

Learn what can make or break a deal I’m excited to be leading the American Management Association’s Course on Mergers & Acquisitions on May 15-17 in New York. I have been teaching this course for 26 years (since 1993) and it is a comprehensive, three-day course designed especially for CEOs, CFOs, owners, and other senior-level […]

Read More

In my last post I explained why following a process is critical to M&A success. If you haven’t had a chance to read it yet, please check it out. This post will further detail our systematic acquisition process, the Roadmap to AcquisitionsSM developed from first-hand experience working with strategic buyers. There are three main phases: […]

Read More

I’m often asked, “What is the key to a successful acquisition?” I have one simple answer: Have a process. You can compare the mergers and acquisitions (M&A) process to the hiring process. Before we even begin interviewing candidates, we develop a job description, whom the employee will report to, when they will start, performance metrics, […]

Read More

This post is part of a series on common misconceptions about acquisitions I’ve encountered over the years as an advisor. Read parts one and two. Misconception #3: Only the CEO and CFO Should Be Involved Because of the confidential nature of acquisitions, naturally most company owners do not disclose their acquisition plans to the entire […]

Read More

This post is part of a series on common misconceptions about acquisitions I’ve encountered over the years as an advisor. To read the first post, please click here. Misconception #2: You Can Execute an Acquisition “On the Side” Many underestimate the level of effort required to complete a transaction. An acquisition is a significant undertaking […]

Read More

Throughout my over 25 years’ experience helping companies grow through strategic mergers and acquisitions, I have seen many different types of transactions and while each deal is unique, there are a few common themes that run through them all. In this series I will be answering some typical questions and clarifying a few common misconceptions […]

Read More

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 […]

Read More

While 2018 has been the highest year on record for mergers and acquisitions, dealmaking is slowing down. Geopolotical risk, trade issues, and stock market volatility all play a role in CEO confidence, one of the primary drivers of activity. Coming off three years of strong activity and favorable economic conditions the tide may be shifting. […]

Read More

How can you take your CUSO’s growth to the next level? Proactively consider strategic M&A, joint ventures, investments, and partnerships. Last week Capstone Managing Director John Dearing escaped the wintry weather in Washington, DC to speak on this topic at the Annual CUSO Conference hosted by CU Conferences on December 12 in St. Petersburg, Florida. […]

Read More

M&A is not always about getting bigger. Often, it’s about recalibrating a business to focus on core competencies and long-term growth. On November 27, United Technologies announced it would split into three companies by 2020. United Technologies will focus on aerospace, Otis on elevators, and Carrier on air-conditioning and HVAC. United Technologies Chairman and CEO Gregory […]

Read More

Capstone Strategic announced today that Immanuel, a leader in the field of retirement living in the Midwest has acquired senior living community The Shores at Pleasant Hill. With this acquisition, Immanuel gains its first senior living community in Iowa and builds on its mission of serving seniors in the region. Capstone Strategic, Inc. (Capstone) announced today […]

Read More

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 […]

Read More