David Braun
Author's posts
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 …
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 …
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 …
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 …
4 Mistakes to Avoid When Buying a Company
While the world is adjusting to the new normal, some businesses are struggling to adapt whereas others are thriving. Due to COVID -19 related challenges, many owners are selling their businesses. We see an incredible opportunity for firms that have acquisitions on their radar. For those of you who want to grow through M&A, here are four mistakes to avoid: Lack of a concise strategy– Failing to have a concise strategy is the number one …
3 Major Components of the Deal Structure
The deal structure in an M&A transaction is the collection of terms and conditions that encompass the deal. Three traditional ways of structuring an M&A deal are through an asset purchase, a stock purchase, or a merger. The preferred deal structure is usually agreed to in the Letter of Intent. Once due diligence is complete, …
5 Tips on Conducting Primary Research
Quality research is essential to the success of any acquisition plan. Once you have identified a specific company as a prospective acquisition, it is essential that you perform primary research in addition to typical secondary (online or database) research. Primary research involves getting on the phone and talking to people who deal with the company on …
Credit unions adapting to the new normal
There have been many changes in the credit union world thanks to COVID-19. Branches are closing, members are losing jobs, and ensuring the safety of your team has become a top priority. Business continuity plans have been pushed aside. Even credit unions that have plans in place for natural disasters are finding themselves in unknown …
How Strategic Partnerships Can Help Credit Unions Attract and Retain Millennial and Gen Z Members
Strategic partnerships can help credit unions attract and retain members — Millennials and Gen Z groups in particular. And, in our current situation with COVID-19, these partners are probably more important then ever. John Dearing, Managing Director & Partner at Capstone, discusses this important topic with Mike Lawson of CUbroadcast. In this episode, John and …
State of Middle Market M&A 2020
Capstone Strategic’s survey reveals that 2019 was a modest year for mergers and acquisitions activity. Even though the number of respondents who engaged in M&A in 2019 dropped (from 52% to 41%) when compared to 2018, most respondents were generally positive and reported growth in their industries. 71% of respondents reported modest growth, similar to 2018 data (73%). Leaders from various industries generally reported a modest picture …
