David Braun
Author's posts
Credit Union Mergers on the Rise
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 …
Secrets to Selecting the Best Market for Growth [VIDEO]
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 …
Is FinTech M&A the Next Big Idea for Credit Union Growth?
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 …
Strategic M&A: Berkshire Hathaway to Buy Precision Castparts
By now, many of you will have heard of Berkshire Hathaway’s $37.2 billion acquisition of Precision Castparts Corp. (PCC), an aerospace parts manufacturer. The acquisition is Berkshire Hathaway’s largest to-date which goes to show with each strategic acquisition, Berkshire Hathaway must make bigger and bigger deals to “move the needle.” Strategic and to the Point …
Capstone Promotes Edelweiss Harrison to Director of Strategic Growth
Edelweiss Harrison brings over 15 years’ experience in senior-level consulting to enhance Capstone’s M&A services to middle market companies. Capstone, a leading management consulting firm that helps middle market companies grow through M&A, announced today that Edelweiss Harrison has been promoted to Director of Strategic Growth. She will lead Capstone’s strategic growth and market research …
M&A Update: 1H 2015 Was the Most Active Half Year Since 2007
Global dealmaking remains robust, reaching $2.2 trillion in the first half of 2015, according to Thomson Reuters data. This is an increase of nearly 40% from the first half of 2014 and the most active half since 2007. However, the number of deals only increased slightly, by 3%. The trend of fewer, larger transactions continues: …
David Braun Speaks on Using M&A to Drive Growth in Biofuels Despite Uncertainty
David Braun presented on mergers and acquisitions at Oleofuels 2015 in Frankfurt, Germany. As overall energy demand increases, biofuels continue to play an important role in environmental sustainability. Global biofuel production reached 115 billion liters in 2013 and is expected to grow to 139 billion by 2020. Despite this increase, the dynamics of the industry …
The Role of Corporate Secretaries in Mergers & Acquisitions
Capstone Managing Director John Dearing spoke at the Society of Corporate Secretaries Governance Professionals‘ Middle Atlantic Chapter Spring Conference on May 28. He participated in the Corporate Secretary’s Roundtable and shared advice for corporate secretaries during M&A. Corporate secretaries play an important role which often extends beyond administrative duties to implementing decisions of the board …
“Why Did You Sell Your Not-for-Sale Business?” – A CEO Explains
CEO Paul Villella of HireStrategy recently shared why he sold his company ─ despite not actively looking to sell ─ and the results one year after the acquisition. Paul addressed a packed room of CEOs, CFOs and senior-level executives from the Washington-DC area at “Grow or Die: A Panel Discussion on Middle Market M&A” hosted …
Capstone Board Member James P. Dunn Becomes CEO of iTOK
James P. Dunn, a member of Capstone’s Board of Advisors, has been appointed CEO of iTOK, a leading provider of technology support to consumers and small business. Founded in 2004, iTOK has become a leader in the tech adoption and services industry, serving customers in homes and small businesses worldwide. iTOK combines secure remote technology support with …
