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 …
Tag: strategic M&A
Why Do Middle Market Companies Execute Acquisitions?
Acquisitions are about growing your company and every successful deal starts by defining your strategic rationale. In this post we’ll explore the top five reasons middle market executives are interested in pursuing M&A according to our State of Middle Market M&A 2018 report. 1. Increase existing market share Grabbing more market share a is an …
Why Acquire? 8 Common Reasons to Buy
Acquisition can be an exciting tool for growing your company, but before pursuing a deal, it is important to ask, “What outcome do you hope to achieve from M&A that you would not realize otherwise?” There are a variety of reasons to acquire and although each company’s situation is different, most deals fall under one …
Two Key Points for Strategic Buyers from 3M’s Latest Acquisition
3M, the maker of Post-it, will acquire Scott Safety from Johnson Controls for $2 billion to build up its safety division. This is the second largest acquisition for 3M after its purchase of Capital Safety, a maker of fall protection equipment such as harnesses, lanyards, and self-retracting lifelines, from KKR & Co. for $2.5 billion …
The Street Quotes Capstone CEO David Braun on Media Acquisition
The Street interviewed Capstone CEO David Braun for the article “Hollywood Reporter-Billboard Media Likes Sound of SpinMedia’s Music Brands.” In the article David Braun analyzes the deal’s strategic rationale and discusses how traditional media businesses can continue to grow amidst a changing environment. As print media declines and digital media consumption rises, traditional publishing and …
Merger or Consolidation: Which Strategy Is Right for Your Credit Union?
Are you exploring all your options for growth? When you think about a growing your credit union or CUSO through a “merger” strategy, you may be tempted to focus on consolidation alone. While combining two credit unions can be a pathway to growth, it is important to recognize it is just one of a number …
Remembering the Human Factor in M&A
For an owner of a privately-held company, the business is their baby and using hard-nosed tactics to negotiate for the lowest price is ill-advised. The human factor cannot be overlooked when pursuing M&A and establishing trust with an owner is critical. Buying a privately-held business is not like buying a car where you can negotiate the …
Capstone Shares Growth Story with NACUSO
Are you looking for growth? If you are like most leaders, the answer is probably “yes.” Growth is essential to every business regardless of industry, size or geography. Even if you are growing now, you must continue to grow to be successful in the future. At Capstone we believe in the maxim “grow or die” and …
The Most Important Thing about M&A According to Warren Buffett
Last week, thousands of investors gathered at Berkshire Hathaway’s annual shareholder meeting in Omaha. Warren Buffett, perhaps one of the greatest strategic acquirers, shared his insights for successful acquisitions. There are two pearls of Buffett wisdom, reported direct from the meeting by Dealbook that I’d like to highlight in this post. Looking at the Big …
Snapshots from the 2016 NACUSO Annual Conference
Last week Capstone Managing Director John Dearing had the opportunity to attend the 2016 NACUSO Annual Conference on April 4-7, 2016. Over 400 people attended the Las Vegas event, exchanging ideas and listening to industry experts. Conference topics included investment services, insurance services, innovation and operations, technology, member business lending, mortgage services, and business development. Erik …
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