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 […]

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Selecting the right market is critical to successful growth. The market should have healthy, stable demand for your products or services and be aligned with your overall growth strategy. We strongly recommend selecting a market prior to identifying acquisition targets or potential partners. Without understanding market dynamics, you may be tempted to pursue what looks like a […]

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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 […]

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Buying a company is not like buying a car where you walk away and never see the seller again. In many cases, it is more like buying an automobile with the seller thrown in. Especially for strategic acquirers, key employees from both buyer and seller are likely to work alongside one another in the newly […]

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“How often do you get involved in a situation where a company is pursuing a ‘usual suspect’? And how do you handle it?” This question was asked after Capstone’s presentation on “How to Pick Top-Notch Markets” by Project Manager Matt Craft and Managing Director John Dearing at the Virginia Economic Development Partnership’s VALET spring meeting. […]

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Capstone Managing Director and Georgetown Alumni (MBA ’96) John Dearing presented “Selecting the Best Market for Acquisition” for Georgetown Alumni Career Services on January 20. The webinar was the second in a four-part series by Capstone and the university on “Pursuing Mergers and Acquisitions.” John emphasized selecting the right markets before pursuing individual companies in […]

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Many credit union leaders are taking a closer look at strategic M&A as a way to accelerate company growth. Capstone Managing Director John Dearing spoke to a packed room of credit union CEOs and board members at the “Reaching Your Members in the 21st Century” Conference hosted by CU Conferences in Las Vegas on November […]

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Capstone again is teaming with Georgetown Alumni Career Services to present a series of webinars on growing through mergers and acquisitions. Capstone and Georgetown initially partnered in February when Capstone Managing Director John Dearing presented “Proactive Growth Through Acquisitions.” Due to the positive feedback from Georgetown alumni and their desire to learn more, John has […]

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John Dearing, Capstone’s managing director, presented a webinar on “How to Grow Your Business: Mergers and Acquisitions” on September 24 to a group of Bucknell students and alumni. Recognizing a rising interest in business growth and mergers and acquisitions, Bucknell Alumni Career Services invited John, a 1991 graduate, to share his expertise with his fellow […]

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Successfully executing a deal can be tricky, even if you already know the acquisition prospect. In fact, your existing relationship may complicate the deal. Acquiring a company that you’ve worked with can make it difficult to objectively evaluate the opportunity. Bonnie Ciuffo, President of South Carolina Financial Solutions (SCFS), and John Dearing, Capstone Managing Director, […]

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Capstone Managing Director, John Dearing, participated in a panel discussion focused on the global economy and jobs. The panel discussion, entitled “Where’s the Global Economy Taking the Jobs?”, was hosted by the Bucknell Career Development Center and the Bucknell Club of Washington DC and moderated by Professor Berhanu Nega of the Economics Department. John and […]

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Capstone Managing Director John Dearing enjoyed presenting a webinar on “Proactive Growth Through Acquisitions” to over 100 fellow Georgetown University alumni and university friends. As a Georgetown alumni (MBA ’96), John shared his expertise in mergers and acquisitions and growth strategies. He covered key concepts in evaluating strategic growth alternatives and how to determine if […]

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January 13, 2014 (McLean, VA) – Capstone Strategic, Inc., a leading management consulting firm specializing in strategic growth, announced today that Michelman and Maruyoshi Chemical have entered into a joint venture, Maruyoshi Michelman Co. Ltd. Michelman is a global developer of water-based coatings headquartered in Cincinnati, OH. Maruyoshi is a specialty waterborne polyolefin emulsions and chemical […]

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Every company is for sale, for the right equation. This maxim applies to companies in any industry, including credit unions and CUSOs.  In “CUSO Consolidation Should Begin With Benefits” the Credit Union Times reports insights from Capstone’s webinar with NACUSO  presented by Managing Director John Dearing. Read the entire article here: “CUSO Consolidation Should Begin With Benefits.” […]

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How can you quickly grow a CUSO? Consider acquisition. Acquisition or external growth is a powerful tool for any organization – regardless of industry. Often, acquisition is one of the quickest and most effective ways to grow. As CUSOs grow so do opportunities for business mergers and acquisitions. Yesterday, Capstone Managing Director John Dearing presented […]

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By John Dearing, Managing Director McKinsey & Company recently published an article on using M&A as a tool to give your company a competitive advantage. The article addresses some key aspects of M&A we find important at Capstone. You should develop your strategy first when approaching M&A and always have a full pipeline of acquisition […]

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by John Dearing, Capstone Managing Director GF Data recently published a report noting private equity deals valued between $10 and 250 million averaged 6.4x – the highest levels in three quarters.  This data is an interesting indicator of the M&A market. Although multiples are up, deal volumes remain sluggish for private equity as a whole.  […]

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Last Wednesday was an exciting day at the National Association of Credit Union Service Organizations (NACUSO) Annual Conference in Las Vegas. Capstone’s Managing Director, John Dearing, presented the talk “Entrepreneur/CEO: Mergers and Acquisitions in the CUSO World” during a breakout session at the conference. Acquisition is one of the fastest and most exciting ways to […]

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John Dearing, Managing Director of Washington, DC- based external growth consulting firm Capstone, is hosting a webinar. You’ve formulated your acquisition strategy. You’ve assembled your growth team. You’ve researched and selected the top markets for growth. Now, let Capstone show you how to find the best acquisition targets in those markets. The next step in […]

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While visiting my brother’s family and partaking in a delicious cupcake during my niece’s one year milestone birthday celebration, I had a valuation thought…she was doing what most kids at that age do: copying the older kids’ movements. Waving, smiling, stuffing cake in her face and, of course, throwing everything. Adults, some very experienced, tend […]

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