Category: Capstone News

Capstone Promotes Abigail Iaconis to Senior Analyst

Capstone is pleased to announce that Abigail Iaconis has been promoted to the position of Senior Analyst. In carrying out the duties of her new position, she will provide Capstone clients with creative solutions to issues which will help them overcome obstacles on their pathway to successful, inorganic growth. Abigail’s responsibilities will include conducting research …

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Brian Goodhart Joins Capstone

Capstone Strategic, Inc. is pleased to announce Brian Goodhart has joined the firm in the capacity of Director, M&A Advisory Services. In this role with Capstone’s team of Growth Engineers, Brian works side-by-side with clients through the deal making process to develop actionable transition strategies that maximize value and create generational wealth. “We are very glad …

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Tis The Season To Sell Your HVAC Business

In the ACHR News, Capstone CEO and Founder David Braun offers up advice for owners in the HVAC industry interested in selling their businesses. For decades, family-owned HVACR companies have had succession plans established by birthright. When the current leadership retired, the predestined next in line, whether one relative or a few, took up the mantle for …

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Capstone Announces Start of 2022 Capstone Cares Comfort & Joy Holiday Food Drive

The 2022 Capstone Cares Comfort & Joy Food Drive has begun! Donations will be gratefully accepted November 1 through December 16. Your generous gifts this year will benefit the Committee for Helping Others. The mission of this all-volunteer organization is to provide simple, loving charity to the needy of Vienna, Oakton, Dunn Loring, and Merrifield, …

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Ingrid Braun promoted to Senior Analyst

Capstone Strategic, Inc. is pleased to announce that Ingrid Braun has been promoted to the position of Senior Analyst. In her new capacity, she will provide creative solutions to help clients overcome obstacles to growth by developing strategies, conducting research and analysis, as well as opening doors with prospective company owners to engage in exploratory …

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Helping Clients Get on a Path for Future Growth

Capstone Founder and CEO David Braun was a recent guest on the “Tax-Alpha Solutions” Podcast. David and host Matt Chancey discussed a number of topics, from adaptability to the importance of having a business succession plan. In addition to Apple Podcasts, you can also hear the episode on iTunes, Spotify, Stitcher, TuneIn, iHeartRadio, Amazon Music, …

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Anna Kochkina promoted to Director, Valuation Services

Capstone Strategic, Inc. is pleased to announce that Anna Kochkina has been promoted to the position of Director, Valuation Services. In her new capacity, she will oversee all aspects of the M&A valuation services Capstone provides to clients including valuation of business interests, designing financial models, and conducting risk assessments. “This promotion is well-deserved. Our …

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What’s Next in Healthcare Mergers & Acquisitions

Capstone CEO and Founder David Braun is the author of an article for Managed Healthcare Executive magazine. The article examines recent merger activity within the healthcare industry and looks at potential future trends in healthcare M&A. Read the entire article at:

Manufacturing Growth Through Acquisition: What to Know and What to Ask

In the current issue of Supply Chain Management Review, Capstone CEO David Braun offers both advice, and some vital questions to answer for those manufacturing and supply chain companies who may be considering growth through acquisition.

Credit Unions: Valuation Process Steps

With the rising number of credit union mergers, the increasing interest in acquisitions of community banks and branches, as well as investments in fintechs by credit unions and CUSOs, understanding valuation – processes and techniques – has become increasingly crucial for successful growth and solid financial performance. Valuation Process Steps Highlighted below are some of …

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