Category: Capstone News

TikTok, Oracle & Walmart – What You Need to Know and What Could Have Been

A complex narrative surrounds TikTok, the most downloaded app of 2020. The popular video-sharing social media platform is owned by a Chinese company, ByteDance, which was valued at $180 billion at the end of 2020. Although the app was initially released in September 2016, it did not start gaining recognition until August 2018 when ByteDance …

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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

4 Tips for Taking a Strategic Approach to M&A in 2021

Acquisition can be a powerful tool for accelerating your company’s growth. 2021 may be the year you build on your capabilities, add new services or products, or enter new markets. However, it is important not to get swept away in excitement of a potential deal and remain strategic in your thinking. As you consider growing …

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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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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 …

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