Capstone

About

Capstone Strategic is the meeting point of passion and process in the field of mergers and acquisitions. Founded in 1995 by CEO David Braun, Capstone meets the unique demands of mid-market companies and their corporate growth initiatives. We help clients achieve their dreams through proactive strategic growth programs and successful acquisitions. Put simply, we help companies grow.

Popular

State of Midmarket M&A Q1-Q3 2014 Update: Capstone Report

Survey Shows Steady Growth in Midmarket Mergers & Acquisitions

Capstone’s State of Midmarket M&A Q1-Q3 2014 Update indicates a steady growth in midmarket mergers and acquisitions. We surveyed midmarket executives from multiple industries to learn how the first nine months of 2014 matched expectations from 2013, and to indicate any new trends in midmarket M&A. The survey was conducted in October 2014, and follows a […]

Capstone Webinar: Keys to Integration Success

Capstone Webinar: Keys to Integration Success Thursday, September 17, 2009; 1:00 PM ET 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 — […]

Healthcare 2013 Trends

Healthcare: 2013 Trends and 2014 Outlook

Strong healthcare M&A activity is predicted for 2014 as the industry faces market and regulatory changes.  Click on the infographic for a closer look at 2013 trends and 2014 predictions.

Recent Posts

Merger or consolidation which is right for your credit union or CUSO

Merger or Consolidation: Which Strategy Is Right for Your Credit Union?

Are you exploring all your options for growth? When you think about a growing your credit union or CUSO through a “merger” strategy, you may be tempted to focus on consolidation alone. While combining two credit unions can be a pathway to growth, it is important to recognize it is just one of a number […]

Memphis Business Journal David Braun Verso 2016

Verso Moves to Ohio – David Braun’s Analysis in the Memphis Business Journal

As expected, Verso is consolidating locations and moving its headquarters from Tennessee to Ohio. Verso purchased NewPage Holdings for $1.4 billion in January 2014, but later filed for Chapter 11 bankruptcy. While Verso has emerged from bankruptcy, the company is not out of the woods yet. “You’ve got a wounded company cutting staff, and that hurts morale,” […]

Capstone guides acquisition of VDI by Japan's Lintec USA

Capstone Guides Acquisition of VDI by Japan’s Lintec USA

Capstone Strategic announced today that Lintec USA Holding, Inc. has acquired VDI, LLC (DBA Vacuum Depositing). The acquisition brings together complementary technology and broad research and development capabilities that will allow for expansion in the industrial films market. Capstone Strategic, Inc. (Capstone) announced today that Lintec USA Holding, Inc. (Lintec USA) has acquired VDI, LLC (VDI). […]

7 Strategic Questions to Ask Before Pursuing M&A

7 Strategic Questions to Ask Before Pursuing Mergers & Acquisitions – New Webinar

Are you thinking about growing your business? In any business endeavor, having the right questions is often half the battle. Join us for a new webinar on “7 Strategic Questions to Ask Before Pursuing Mergers & Acquisitions” on Wednesday, December 7. We will cover 7 powerful questions that have been tried and tested with dozens of […]

Growth Through Acquisition Podcast

Growth through Acquisition – Exit Readiness Podcast Interview

Acquisitions can transform your company’s growth trajectory and set you up for long-term success. You may choose to use acquisition because your organic growth has stalled and hiring additional sales people or investing in R&D will not not help you achieve your business goals. Acquisition is fast and opens the door to many new growth options by bringing […]

capstone-speaks-on-international-market-entry-at-vedp-event

Capstone Speaks on International Market Entry at VEDP Event

Expanding your business into a new market, especially an international one, is an exciting, yet tricky undertaking. There are many benefits to growing your business globally including reaching a new set of customers and a new geographic market. At the same time, success does not come easily. You must grapple with regulatory challenges, cultural differences, and country-specific […]

Capstone Advises Kinetrex Energy Exploration & Production in Acquiring Oil Assets in Knox County, Indiana from Trey Exploration

Capstone Advises Kinetrex Energy Exploration & Production in Acquiring Oil Assets in Knox County, Indiana from Trey Exploration

Capstone announced today that Citizens Energy Group through its subsidiary Kinetrex Energy Exploration & Production, has acquired a 50% working interest in oil assets in Knox County, Indiana from Trey Exploration. Capstone Strategic, Inc. (Capstone) announced today that Kinetrex Energy Exploration & Production (KEEP), a subsidiary of Citizens Energy Group (Citizens), has acquired a 50% stake […]

Minority Shareholder Block Acquisition

Can a Minority Shareholder Block an Acquisition?

When you have multiple stockholders you typically have a stockholders’ agreement in place that all stockholders are required to sign. That will usually have what’s called a drag-along provision which states that if the majority of stockholders either approve a sale transaction, everyone else is required to go along with it. If you have a […]

Legal Aspects of M&A Webinar

Are You Prepared for the Legal Aspects of Mergers and Acquisitions?

In order to finalize and close the deal, there are a number of issues to consider including drafting a Letter of Intent, determining deal structure, and papering the acquisition agreement. Learn how to navigate through the legal technicalities of mergers and acquisitions in our upcoming webinar Contemporary Legal Issues in M&A led by M&A attorney John McDonald. John is […]

GPC Valuation M&A

What Is the Guideline Public Company Method in Valuation?

The Guideline Public Company (GPC) Method is one of the more popular valuation methodologies because people often hear about it in the news or in presentations. This method identifies prices for individual shares of publicly traded companies that are subject to the same industry dynamics as the subject company (the company you are trying to […]

CU Bank Mergers on the Rise

Credit Union – Bank Mergers on the Rise

The credit union industry is evolving. While many credit unions are consolidating through credit union mergers, others are seizing creative opportunities such as adopting cloud technology to improve efficiencies, focusing on underserved markets, and using partnerships and strategic mergers and acquisitions to grow and bring value to members. One interesting trend to note is credit […]

Valuation vs price strategic M&A

Value vs. Price: Understanding Valuation for Strategic M&A

Valuation, establishing the financial worth of a company, is an important step of the acquisition process. People often get excited about valuation and start crunching numbers in order to reach the best deal. However, before you become too focused on the financials, remember that valuation and price are not the same. I have seen many […]

Capstone Advises Green Dot of Trinidad and Tobago in Transaction with One Caribbean Media

Capstone Advises Green Dot of Trinidad and Tobago in Transaction with One Caribbean Media

Capstone announced today that Green Dot, a telecommunications provider headquartered in Trinidad and Tobago, has entered into an agreement to sell a 51% stake to One Caribbean Media. The acquisition will allow Green Dot to accelerate subscriber growth and continue expanding into new markets. Capstone Strategic, Inc. (Capstone) announced today that Green Dot, Ltd. (Green Dot) […]

M&A Update: 1H 2016 [Infographic]

After hitting record-high levels in 2015, global M&A activity dropped significantly in the first half of 2016. It was the slowest first six month period for global mergers and acquisitions in the past two years. The value of deals decreased from $2.03 trillion to $1.65 trillion (19%) while the number of deals decreased from 22,153 […]

Tax Considerations in M&A

M&A Tax Issues You Need to Know – Webinar

Did you know that for tax purposes, all deals are viewed as stock purchases or asset purchases, regardless how they are structured for corporate reasons? The structure of a deal – stock or asset – will have an impact on both buyer and seller. Understanding the tax implications of your deal is important because it may […]

Capstone Shares Growth Story with NACUSO

Are you looking for growth? If you are like most leaders, the answer is probably “yes.” Growth is essential to every business regardless of industry, size or geography. Even if you are growing now, you must continue to grow to be successful in the future. At Capstone we believe in the maxim “grow or die” and […]

Kashi Acquires Pure Organic

A Healthy Appetite – Kashi Acquires Pure Organic

Consumer demand for healthy snacks is on the rise. In 2015, sales of conventional products were mostly flat (1.6%) while sales for specialty products grew by 6% and sales for natural products grew by 12.6%. U.S. natural and organic food and beverages sales also grew by 10.7% last year. Not only are consumers more health conscious, they are also snacking […]

Negotiate with 2 Owners

How to Negotiate When a Company Has Two Owners

  Q: When a company has two owners that are equally involved is it advisable to ask them to choose only one negotiator, especially at the final stages? A: Negotiating with one owner of a company and convincing them to sell their business can already be challenging. The situation becomes more complex when the company you wish to […]

Best Path for Growth Strategies for Credit Unions Webinar

Finding the Best Path for Growth: Strategies for Credit Unions

We all know growth is vital to the success of our organizations, but knowing exactly how to achieve growth can be challenging. Credit unions today face many issues such as regulatory challenges, industry consolidation, economic and political uncertainty, and tough competition. In such an environment how can you continue to provide value to your members? […]

Matt Craft Vice President Capstone

Capstone Promotes Matthew Craft to Vice President

As Vice President, Matthew Craft will continue to execute strategic mergers and acquisitions for middle market companies. Capstone, a leading management consulting firm that helps middle market companies grow through mergers and acquisitions, is pleased to announce the promotion of Matthew (Matt) Craft to Vice President. In his new position as Vice President, Matt will […]