Capstone News

The latest news and events from Capstone, the leading M&A advisory firm for the middle market.

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 […]

Read More

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 […]

Read More

Trust is everything. As leaders, we can forget this during the excitement of a deal. We can get caught up in reviewing financials, bogged down in the details of due diligence, or absorbed in mountains of research and completely forget about the humans involved in the transaction. When you take a moment to think, it’s […]

Read More

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) […]

Read More

I am excited to announce the launch of our new quarterly newsletter, The M&A Growth Bulletin. This newsletter will deliver essential guidance on growth through M&A along with tips and tactics drawn directly from successful transactions completed in the market. In the first issue of The M&A Growth Bulletin, we will address five common objections leaders […]

Read More

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 […]

Read More

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 […]

Read More

Last week Capstone Managing Director John Dearing had the opportunity to attend the 2016 NACUSO Annual Conference on April 4-7, 2016. Over 400 people attended the Las Vegas event, exchanging ideas and listening to industry experts. Conference topics included investment services, insurance services, innovation and operations, technology, member business lending, mortgage services, and business development. Erik […]

Read More

With every acquisition you have a choice of how you will integrate the two entities. Often buyers assume a “winner-takes-all” approach where they impose their systems and culture on the acquired company. This is not always the best way to successful integration. In fact, it may be best to integrate some of the seller’s practices into your own […]

Read More

Capstone’s survey of middle market executives shows 53% likely to pursue mergers and acquisitions in 2016 compared to 41% when last surveyed. Capstone surveyed middle market executives from multiple industries on their growth and M&A experience in 2015 and their outlook for 2016. The survey was conducted in December 2015, and followed a previous survey in 2014. […]

Read More

For more than 10 years, Capstone has served as a Virginia Leaders in Export Trade (VALET) Program Partner. The program, run by the Virginia Economic Development Partnership, helps businesses expand internationally. We are excited to continue offering our expertise in strategic planning and external growth to assist companies in realizing their international growth goals. Helping […]

Read More

The new year is off to a rocky start. The stock market’s performance so far in 2016 is fueling worries about the economy; globally stocks have slumped, oil prices continue to drop, and investors fear a new financial crisis. While it may be tempting to panic, a challenging market also presents a unique opportunity for […]

Read More

Capstone CEO David Braun’s Analysis in the Memphis Business Journal Verso Paper, after acquiring NewPage Holdings for $1.4 billion in January 2014, has filed for Chapter 11 bankruptcy. Verso, which manufactures coated paper used in products like magazines, is struggling in a declining market. With its new acquisition, the company failed to realize desired economies […]

Read More

The 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 provides an opportunity to solidify your relationship with the seller and brings about a new level of commitment and resolve to getting the […]

Read More

We are excited to share our expertise on strategic growth through M&A with our new M&A U™ Webinar certificate. The M&A U™ Webinar certificate will be awarded to those who attend all 12 monthly Capstone Webinars live. Each live webinar features a seasoned M&A expert sharing practical tools and tactics to accelerate your company’s growth. CPE […]

Read More

Tax implications can significantly alter how you structure a deal and even the price of your acquisition, so it’s important to understand their effect. Join us for a webinar on Tax Considerations in Mergers & Acquisitions and uncover what you need to know about taxes in M&A and gain an understanding of tax issues. Join […]

Read More

On September 23 we will be launching the second series of M&A Express. The new series will feature the following videocasts: The Hidden Power of Minority Ownership Cultural Due Diligence Register for the complete series We are also pleased to announce previous videocasts from our first series of M&A Express are now available online whenever you wish […]

Read More

If you’re reading this post, you’ve probably noticed the Successful Acquisitions Blog has a new look. You can still find the latest on middle-market M&A at our redesigned site. This mobile-friendly site features a fresh design that’s easy to read on all your devices. So now you can follow middle-market M&A whether you’re in the office […]

Read More

Credit union consolidations are on the rise in 2015, continuing a trend from previous years. There were 14% fewer credit unions in March 2015 than there were in March 2010, according to data from CUDATA.com. As credit unions consolidate, the number of smaller credit unions is decreasing while the number of large credit unions between $100-$500 million and over […]

Read More

Aloha! We hope you have been enjoying these last few weeks of summer. Our very own Managing Director, John Dearing, recently returned from Maui, Hawaii, where he spoke at the National Credit Union Directors Conference hosted by CU Conferences on August 12 -15. John presented “Strategic Mergers and Acquisitions: Exploring External Growth” in two parts […]

Read More