David Braun
Author's posts
After Midterm Elections, What’s Next for Mergers & Acquisitions?
Historically elections have been a source of uncertainty for the business community which can slow mergers and acquisitions activity. Now that the midterm elections have passed, what’s next for M&A activity? 2018 has been one of the most active years for dealmaking – with M&A deal value hitting a new high of $3.3 trillion globally. …
Capstone Attends Virginia Conference on World Trade
Last week Capstone Vice President Matt Craft attended the Virginia Conference on World Trade in Richmond, Virginia. The conference brings together business leaders committed to developing and cultivating international partnerships and is hosted by the Virginia Economic Development Partnership (VEDP), Virginia Chamber of Commerce, Virginia Manufacturers Association, and the Virginia Maritime Association. During the conference, …
M&A Update: 3Q 2018
Global M&A value reached $3.3 trillion in the first nine months of 2018, an increase of 37% while the number of deals decreased by 9% when compared to the same period in 2017. Despite this record-breaking M&A activity, announced deals in the third quarter slowed by 32% to $743 billion when compared to the $1.2 …
3 Mistakes Credit Unions Make in Strategic Mergers & Acquisitions
Done right, external growth through a strategic partnership, merger, or acquisition can propel your credit union to the next level, helping you bring value to members and your organization. Although rewarding, external growth can be a complicated process that’s not without risk. Here are the top three mistakes credit union leaders make and how you …
How to Offer the Right Products and Services for Members – Capstone Speaks at CU Conferences
In today’s fast-paced business environment, offering the right products and services to keep up with with member demand and technological changes can be a challenge. To succeed credit unions must first determine what their members want and then determine how to offer the best solution. Capstone Managing Director John Dearing explored these topics with credit union …
Millennials: A Generation Credit Unions Can’t Afford to Ignore
Millennials have surpassed baby boomers and now account for roughly 80 million people in the US. More importantly, millennials have massive buying power, spending roughly $600 billion per year, which is projected to reach $1.4 trillion by 2020, and will comprise 75% of the global workforce by 2025. In contrast, the average age of credit …
Capstone’s John Dearing Talks Mergers & Acquisitions on the Physical Therapy Owners Club Podcast
Do you have a plan for the future? Whether you are looking to grow your business or cash out, having a strategic plan is key to success. As mergers and acquisitions activity becomes more and more heated in the physical therapy space, owners thinking of selling (or buying) must evaluate various factors and begin developing …
Credit Unions, Banks Face New Competition from Private Equity
Private equity is creeping into the role typically taken on by traditional financial institutions like credit unions and banks: business lending. The Wall Street Journal estimates PE firms loans to midsized business jumped from $300 billion in 2012 to over $500 billion in 2017 and this trend is expected to continue. Private equity firms, like …
Capstone Presents at the Annual Strategic Lending Conference
Capstone Managing Director John Dearing spoke at CU Conference’s Annual Strategic Lending Conference held in Lake Tahoe on July 26-29, 2018. John presented two exciting sessions: How to Make Educated Decisions to Solve Your Lending Challenges and Focus First: A Proven Process for Evaluating and Prioritizing Options. In the first session, leaders learned how to overcome challenges …
M&A Update: 1H 2018
Global M&A value reached $2.5 trillion in the first half of 2018, an increase of 61% while the number of deals decreased by 10% when compared to the same period in 2017. This is the strongest first half since records began in 1980. Deals are getting bigger with 81 mega deals valued over $5 billion accounting …
