David Braun
Author's posts
M&A Update: 3Q 2017 – Middle Market Activity on the Rise
Overall deal value and volume remain flat, but middle market activity is on the rise. When compared to 2016, worldwide M&A value and volume remained relatively flat for the first nine months of 2017, rising only 2% and 0.4%, respectively. In the US, announced deal value dropped 12% while the number of deals rose 18%, …
Innovate, Collaborate, Succeed! Capstone Speaks to the New Jersey Credit Union League
Innovate, Collaborate, Succeed! The theme for the New Jersey Credit Union League’s (NJCUL) 83rd Annual Meeting & Convention could not be more exciting or more closely aligned with Capstone’s values of helping organizations’ grow. John Dearing, Capstone Managing Director was invited to speak at the NJCUL Convention on October 23 in Atlantic City, New Jersey. His …
Capstone Partners with Northwest Credit Union Association’s Strategic Link
Capstone will help NWCUA members develop and implement growth strategies Capstone is pleased to announce a partnership with the Northwest Credit Union Association (NWCUA) and its wholly owned subsidiary Strategic Link. Through the partnership more than 180 Northwest credit unions have a new resource available to help them determine growth strategies, including collaborations, joint ventures, …
Capstone to Speak on Multiple Pathways of Growth at FABTECH 2017
Capstone Managing Director John Dearing has been selected to speak at FABTECH 2017 in Chicago on November 7, 2017. John’s presentation, “Multiple Pathways of Growth: Innovative Strategies Business Leaders,” will explore five key options for taking company growth to the next level and help leaders understand the power of external growth (acquisitions, joint ventures, and …
Capstone Strategic Guides Immanuel on “Not-for-Sale” Acquisition of Senior Living Community Clark Jeary
Capstone Strategic announced today that Immanuel, a leader in the field of retirement living in Nebraska has acquired senior living community Clark Jeary. The deal expands Immanuel’s geographic footprint in Lincoln and adds to its mission of serving seniors. Capstone Strategic, Inc. (Capstone) announced today that Immanuel has acquired Clark Jeary, a 122-apartment senior living community …
Capstone CEO David Braun Speaks on Mergers & Acquisitions at the Association for Dressings and Sauces
We are excited to announce that Capstone CEO David Braun will be speaking at the Association for Dressings and Sauces (ADS) 2017 Annual Meeting on October 9, 2017 in Nashville, Tennessee. ADS represents manufacturers of salad dressing, mayonnaise and condiment sauces and suppliers of raw materials, packaging and equipment to this segment of the food industry. …
Capstone Managing Director John Dearing Speaks at the Credit Union Products and Services Conference
Capstone Managing Director John Dearing delivered the presentation “Leapfrog the Product/Service Development Cycle” at the Credit Union Products and Services Conference in Santa Fe, New Mexico on September 16, 2017. The event, hosted by CU Conferences, brought together board of directors, board chairs, CEOs, and senior management to explore various products and services to meet …
How Will Changes to Tax Policy Affect M&A?
Cash of US non-financial companies has reached $1.9 trillion, a 10 percent increase from 2016, and it is estimated that $1.1 trillion will return to the US if a tax holiday is granted under the Trump administration. Alexander Lee, a leading Tax Attorney and Partner at McDermott Will & Emery, recently commented on this topic …
How Credit Unions Can Access New Markets through Partnerships
Credit unions today face many challenges to generating new loans, from regulations, community banks, and new startups and peer to peer lending. At the same time, this new competitive market provides opportunities for those who are willing to act. External growth, including partnerships, investments in CUSOs, and strategic acquisitions, provide a unique way to rapidly …
M&A Update: 1H 2017 [Infographic]
Worldwide, deal activity in 1H 2017 was relatively flat when compared to 1H 2016. Deal value increased slightly by two percent and the number of deals dropped just four percent, according to Thomson Reuters data. In the US, although deal value dropped by 16 percent, the number of deals rose by 17 percent compared to …
