SUCCESSFUL ACQUISITIONS

M&A Insights from David Braun and Other Experts

Latest Articles

Going with your gut - common acquisition mistake

Going with Your Gut: A Common M&A Mistake

“We’ll know it when we see it,” many leaders say when asked to define their ideal acquisition. Unfortunately, this approach is a recipe for disaster. How will you know if it is the right company for acquisition based solely on your gut instinct? This is not how we, as business leaders, approach other decisions so […]

M&A Update 1Q 2017

M&A Update: Expect Robust M&A through 1Q 2018

M&A activity has been trending upward in the last year and half to two years. There was a particular uplift in 2015 which reached the record-breaking value of $4.3 trillion worldwide. Some of that was fear-based because of what was going to happen with capital gain rates so many deals were completed in the latter half […]

Krispy Kreme Owner Acquires Panera to Compete with Starbucks

Krispy Kreme Owner Acquires Panera to Compete with Starbucks

JAB Holding Company announced it would acquire Panera Bread for $7.5 billion to further its presence in the US fast-casual restaurant market. The transaction is expected to close in Q3 2017. The acquisition also gives JAB access to Panera’s experienced management. Chief Executive Ron Shaich and the management team will continue leading Panera after the […]

3 Ways to Change an Owner's No to Yes

Pursuing Not-For-Sale Acquisitions: 3 Ways to Change an Owner’s “No” to “Yes”

“I’m not interested in selling my business right now.” “We already have a strategic plan in place.” “We are already talking to another buyer.” “Why should I listen to you? I get asked to sell all the time.” “I may sell in a few years when my company has a higher value.” “Who are you????” […]

Key to Successful First Meetings

The Key to Successful First Meetings: Putting an Owner at Ease

Owners are usually skeptical or defensive when asked about selling their “not-for-sale” company. In fact, many will hang up or refuse to consider your offer. If you do manage to break through and get the owner to agree to a first meeting, your job is to put them at ease, dissuade fears and communicate the […]

Acquisitions – Go Big or Go Home

Acquisitions – Go Big or Go Home?

You don’t have to “go big or go home” to successfully grow your company through M&A. A small, well-executed acquisition that targets a specific need can sometimes be more powerful than a multi-billion dollar consolidation. Let’s take a look at a recent example from the news. Earlier this month, Conagra announced it would acquire Thanasi […]

Turn Failure to Success

What Went Wrong? Turning Acquisition Failure into Success

“We did an acquisition about 15 years ago. It did not go well…I guess you could say we are still ‘recovering,’ the CEO of a family-owned business recently shared with me during a meeting. She went on to explain there were a number of integration issues and other challenges that cropped up post-closing that the […]

Heightened Dealmaking Predicted for 2017

“Heightened” Dealmaking Predicted for 2017

It seems like 2017 will be a strong year for acquisitions. A new report highlights a number of factors that could drive activity this year including the record levels of cash held by private equity firms and a favorable lending environment for borrowers. Potential changes to U.S. tax policy under the new administration could reduce […]

3M Acquires Scott Safety

Two Key Points for Strategic Buyers from 3M’s Latest Acquisition

3M, the maker of Post-it, will acquire Scott Safety from Johnson Controls for $2 billion to build up its safety division. This is the second largest acquisition for 3M after its purchase of Capital Safety, a maker of fall protection equipment such as harnesses, lanyards, and self-retracting lifelines, from KKR & Co. for $2.5 billion […]

How to Achieve Your Goal with Multiple Acquisitions

Acheiving Your Goal with Multiple Acquisitions

One of the most effective ways for strategic buyers to grow through acquisitions is to “take frequent small bites of the apple,” or to conduct a series of smaller, strategic acquisitions in order to achieve a growth goal. Even those these deals might not be as “exciting” as mergers between two huge competitors, they can […]

Is My Company Big Enough to Do an Acquisition?

There’s a myth that acquisitions are only executed by huge, publicly-traded, Fortune 500 companies, but that’s simply not the true. In reality, there are many acquisitions conducted by small and middle market firms that are private transactions and are not reported to the media. There are many reasons to consider acquisitions, regardless of the size […]

M&A Third Party or Do-It-Yourself

M&A: Third Party or Do-It-Yourself?

You do not need an M&A advisor to pursue acquisitions. You might think I’m crazy for saying this, after all, we are M&A advisors, but the truth is you can pursue acquisitions on your own. In fact, for those of you who are so inclined to take the do-it-yourself approach, I lay out a step-by-step […]

Are You Stuck 4 Ways to Find Acquisition Prospects

Are You Stuck? 4 Ways to Find Acquisition Prospects

Does this sound familiar? You want to grow through acquisitions, but there are no good companies to acquire. While it may seem like there are absolutely zero acquisition prospects, usually that is not the case. Many companies struggle to find acquisition prospects because they are focusing on only on industry partners, suppliers, or competitors they […]

Media Consolidation Acquiring to Stay Relvant

Media Consolidation: Acquiring to Stay Relevant

The media industry is going through a wave of consolidation as traditional players try to adjust to changing consumer habits. Demand for traditional media like print newspapers, cable TV, magazines, and landline phones, has decreased as streaming, mobile and digital media becomes more popular. As this trend continues, businesses will continue acquiring to capture consumers, […]

Struggling to find acquisition targets

Are You Struggling to Find the Right Acquisition Targets?

Not finding the right company to acquire is the top challenge for middle market companies seeking to grow through mergers and acquisitions. According to Capstone’s survey of middle market executives, 28% noted lack of suitable companies as the strongest reason for not considering acquisitions as a tool for growth. Finding the right company to acquire […]

State of Middle Market M&A 2017

Survey Shows Top Driver for Middle Market M&A in 2017 is Access to New Markets

Capstone Strategic’s survey of middle market executives shows most see the same (43%) or growing (31%) M&A activity in their industry. 47% are pursuing M&A in order to access new markets. Capstone Strategic, the leading M&A advisory firm for the middle market, surveyed middle market executives from multiple industries on their growth and M&A experience […]

Burger King Tim Hortons Acquires Popeyes

Burger King & Tim Hortons Owner Plans to Expand Popeyes Internationally

Burgers, coffee and fried chicken will soon be under one roof. Restaurant Brands International Inc., the parent company of Burger King and Tim Hortons is acquiring Popeyes for $1.8 billion. The deal is expected to close in April. Restaurant Brands hopes to use its global reach to expand Popeyes restaurants internationally. Currently, Popeyes, which primarily sells […]

Which Way Prioritize Growth Options

Which Way? 3 Ways to Prioritize Your Options for Growth

The possibilities may be endless, but your resources are not. For many business owners with limited time and money, deciding which ideas to pursue can be a challenge. Here are three ways to prioritize your options for growth: 1. Start with your company vision The best way to make sure you’re moving in the right direction […]

Seize Your Opportunity for Growth Explore Credit Union–Bank Mergers with Michael Bell Webinar

Seize Your Opportunity for Growth: Explore Credit Union–Bank Mergers with Michael Bell

Should your credit union acquire a bank? If you are looking for new ways to grow, acquiring a bank may be an option for your credit union. Capstone is excited to host a webinar attorney Michael Bell, who pioneered this new approach and continues to help credit unions acquire banks. The webinar will cover the strategy […]

Before Putting Together a List of Acquisition Targets, Stop and Read This Post

Before Putting Together a List of Acquisition Targets, Stop and Read This Post

Finding a list of companies to acquire is exciting! You start thinking about all the possibilities and how the deal will grow your business exponentially. But before you move forward with any of these candidates, take a step back and make sure you are looking at companies in the right markets. What are the “right […]