David Braun

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  1. 5 Reasons Millennials Should Join a Credit Union  — 22 comments

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Capstone Strategic Guides Security Service Insurance on Acquisition of Pace Insurance Managers

Capstone Strategic, Inc. (Capstone) announced today that Security Service Insurance, a subsidiary of Security Service Federal Credit Union, headquartered in San Antonio, Texas, has acquired Pace Insurance Mangers. Pace, a 62-year-old agency, provides full-service insurance coverage to the forest products industry in Northern Louisiana. Security Service Insurance provides commercial and personal insurance to members and …

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Q1 2021 Yachting Market Deals Lead to Greater Portfolio Breadth and Expanded Geographic Distribution

Companies that incorporate mergers and acquisitions into their long-term strategic planning may be better positioned to take advantage of macro- and microeconomic conditions that impact deal-making in their favor. The 2020 challenges impacted and continue to impact all industries, however unequally. In yachting, reports in the months of March, April and May highlighted challenging times …

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4 Ways to take your Credit Union to the Next Level

In today’s dynamic economic environment, credit unions continue to face regulatory challenges and competition from challengers as well as big banks with big pocketbooks. The industry actually experienced a membership decline last year. In order to thrive in this environment, credit unions must take a proactive approach to growth and seek new opportunities to expand. …

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4 things to do after you sign the LOI

The Letter of Intent (LOI) is one of the most commonly used tools for moving a deal forward. Once you receive a signature on the LOI from the seller, you have reached a significant landmark on the acquisition roadmap. Despite this milestone, there is still a lot of work to be done before the deal …

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Watch how Capstone Strategic has helped CU Rise Analytics bring focus to their Credit Union solution set

Latest CUbroadcast Interview – Watch how Capstone Strategic has helped CU Rise Analytics bring focus to their Credit Union solution set while benefiting through alignment and prioritization tools. Watch now! http://bit.ly/3aWlXdR

Four Reasons Why You Should Hire an M&A Advisor

Should you hire an advisor for mergers and acquisitions? Some companies execute acquisitions on their own and are successful. In fact, there are entire corporate development divisions whose primary focus is to pursue external growth initiatives for the company. On the other hand, many companies do engage an M&A advisor to guide them through the …

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4 Reasons Credit Unions Partner with CUSOs

In this financial marketplace dominated by goliath banks, credit unions stand apart due to their collaborative nature and commitment to service. Credit Union Service Organizations (CUSOs) have the same spirit of credit unions.  A CUSO is an organization that is owned by credit unions in whole or in part that provides permitted financial services and/or …

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Capstone Strategic Guides ITA International on Acquisition of Innovative Decisions

(Capstone) announced that ITA International (ITA), a Newport News based federal contractor and professional services company, has acquired Innovative Decisions Inc. (IDI), now Innovative Decisions International, a wholly owned subsidiary of ITA. IDI is a management consulting firm specializing in decision and risk analysis, operations research and systems engineering for business and government customers. Capstone …

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4 things credit unions need to know about strategic mergers & acquisitions

As the world adjusts to the new normal, some organizations are struggling to adapt whereas others are thriving. Credit unions are no different. COVID-19 has caused disruption to the normal credit union operations and has economically impacted many members and employees. Credit unions are weathering this pandemic by caring for the needs of their members and by embracing digital banking and additional lending …

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It’s Always a Good Time to Consider M&A

The fact that M&A deals have continued to take place despite the ‘Great Lockdown’ (as UBS described the 2020  coronavirus developments) suggests that mergers and acquisitions and more broadly, external growth initiatives, should be part of a company’s strategic planning considerations regardless of broader circumstances. Companies that have a clear vision and are regularly evaluating …

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