Category: M&A and External Growth

Capstone Strategic Promotes Anna Kochkina to Manager

As Manager, Anna Kochkina will now lead more client engagements, leveraging her expertise in valuation and prospect evaluation and prioritization to help clients execute strategic mergers and acquisitions.  Capstone Strategic, Inc., a leading advisory firm specializing in not-for-sale, strategic mergers and acquisitions (M&A) for the middle market, announced today the promotion of Anna Kochkina to …

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What Do You Do When an Owner Says “No” to Acquisition? 3 Tips for Buyers

One of the most challenging aspects of “not-for-sale” deal making is that more often than not owners initially are not interested in selling. Owners say “no” all the time and it can be discouraging, especially to first-time buyers who are unfamiliar with the M&A process. Here are three steps a buyer should take after hearing …

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Are You Ready to Beat the Odds? 10 Questions You Should Ask Before Buying a Company

About 70% of acquisitions fail. Either the deals don’t result in the expected synergies or worse – they detract from a company’s existing value. The good news is that you can beat these terrible odds by preparing before you begin pursuing deals. In our experience, here are ten questions we ask our clients before embarking …

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CFO Focus: How To Boost Your Credit Union’s Non-Interest Income

Four tips for investing in credit union service organizations as a solid way to build your bottom line without increasing fees. Credit unions are relying more on non-interest income to grow. Over the past 10 years, non-interest income as a percentage of gross income has risen from 19% in 2008 to 27% in 2018, according …

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David Braun to Lead AMA’s Course on M&A in New York City May 15-17

Learn what can make or break a deal I’m excited to be leading the American Management Association’s Course on Mergers & Acquisitions on May 15-17 in New York. I have been teaching this course for 26 years (since 1993) and it is a comprehensive, three-day course designed especially for CEOs, CFOs, owners, and other senior-level …

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Why Companies Buy (Rather than Build) New Technology

It’s typically much quicker to acquire rather than build your own solution. When it comes to technology, acquiring can help you leapfrog the research and development cycle to purchase a solution that has already been developed, tested and not only proven to be superior, but is already widely used. Large tech companies like Google, Amazon, …

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3 Phases to Successful Mergers and Acquisitions

In my last post I explained why following a process is critical to M&A success. If you haven’t had a chance to read it yet, please check it out. This post will further detail our systematic acquisition process, the Roadmap to AcquisitionsSM developed from first-hand experience working with strategic buyers. There are three main phases: …

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The Secret to Successful Mergers & Acquisitions

I’m often asked, “What is the key to a successful acquisition?” I have one simple answer: Have a process. You can compare the mergers and acquisitions (M&A) process to the hiring process. Before we even begin interviewing candidates, we develop a job description, whom the employee will report to, when they will start, performance metrics, …

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Common Misconceptions About M&A Explained – Part 3

This post is part of a series on common misconceptions about acquisitions I’ve encountered over the years as an advisor. Read parts one and two. Misconception #3: Only the CEO and CFO Should Be Involved Because of the confidential nature of acquisitions, naturally most company owners do not disclose their acquisition plans to the entire …

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Common Misconceptions About M&A Explained – Part 2

This post is part of a series on common misconceptions about acquisitions I’ve encountered over the years as an advisor. To read the first post, please click here. Misconception #2: You Can Execute an Acquisition “On the Side” Many underestimate the level of effort required to complete a transaction. An acquisition is a significant undertaking …

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