Think back to a time before we all had smartphones and could look up any piece of information on the fly. Not so long ago, we had to plan our trips by doing research ahead of time and using paper maps for directions. Even now, if you travel somewhere without cell service, for example, a […]

Read More

Getting both buyer and seller to agree to and sign a letter of intent (LOI) is a critical milestone in the M&A process. The LOI provides the basic guidelines for the deal moving forward: It outlines major issues like fundamental terms, price, agreement on major business points, and sets forth buyer exclusivity for a period […]

Read More

CUSOs are investing in startups and fintech to add innovative services and products in a dynamic financial services industry. The success of these organizations rests on talented individuals who often come from the for-profit world and have different motivators than those in the traditional, non-profit credit union model. In order to maximize the value of […]

Read More

In merging two distinct companies there are many legal technicalities that need to be reviewed to finalize the deal, so it’s critical to hire an attorney to help cover your bases. Lawyers typically assist in drafting legal documents like the letter of intent and acquisition agreement, and even employment agreements to keep key employees at […]

Read More

Price is one of the most exciting factors in mergers and acquisitions. Buyers think about the potential synergies and revenue that a strategic acquisition can bring to their firm while owners are motivated by a big pay day from selling. In order to determine price, buyers and sellers use valuation, a set of established procedures, […]

Read More

Do you have a strong strategy? A robust plan of action can be the difference between success and failure for your credit union. In order to thrive in today’s environment, credit unions must go beyond “business as usual” and consider outside perspectives to growth. Learn how to develop innovative ideas you can begin implementing at […]

Read More

Learn how to successfully plan and execute the integration of two companies. The closing of a deal is the fruition of months — even years — of hard work. With it, though, comes a whole new round of work that begins the moment the ink dries on the agreement. The integration of companies is a […]

Read More

Failure to plan and execute integration properly can undo months or even years of hard work. More than 30% of companies fail to achieve their revenue goals after a deal closes. This is unfortunate, but also not too surprising. For some reason, perhaps because it comes at the end of the M&A process, leaders tend […]

Read More

To many, taxes are a maze of complicated regulations they would rather avoid all together or leave to the professionals. While this is understandable given the complex nature of the US tax code, failure to familiarize yourself with these critical issues could negatively impact your acquisition. In M&A, taxes play a critical role and can […]

Read More

Get ideas for how to deploy cash to further your credit union’s short-term and long-term growth in Capstone’s upcoming webinar with NCB. An approach that addresses both the day-to-day and on the long-term are critical to your success. We are excited to following up on the success of last year’s webinar with a panel discussion “Got […]

Read More

Negotiating for an acquisition is quite a bit different than any other type of negotiation. Unlike a debate or argument, where your goal is to soundly best the opposite side no matter the cost, in acquisition, you must achieve your goal while maintaining a positive relationship with the opposite side. This is because you’ll likely […]

Read More

Due diligence is more than just hammering away at a company to find out everything that might be wrong with it. It is about taking a focused approach throughout the acquisition process to uncover key points that will help you methodically evaluate a company to make sure it is the right fit. Traditionally, due diligence […]

Read More

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 […]

Read More

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 […]

Read More

Happy New Year! We are excited to announce the 2017 webinar schedule and invite you to join us this year for these exciting events. For over 20 years we have helped companies grow and educated business leaders on strategic growth through mergers and acquisitions. Each webinar is led by a seasoned M&A professional providing practical […]

Read More

When you think growing your business in 2017, you probably picture hiring more sales people, opening a new branch, developing additional products or acquiring state-of-the-art technology. Today I want to introduce a new concept for consideration: growing by exiting a business. Before you immediately dismiss the idea, take a moment to challenge your assumptions about company […]

Read More

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 […]

Read More

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 […]

Read More

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 […]

Read More

Remember that just because a deal is announced, it doesn’t mean it will go through. A record number of M&A transactions announced in 2015 have been cancelled bringing the total deal value down from $4.374 trillion to $78 billion. Unfortunately cancelled deals mean a lot of time, resources and effort were wasted putting together these […]

Read More