Capstone Strategic Services

Bringing reality to dreams


Deepen Your Understanding of M&A

Explore our educational resources

The Capstone Strategic Webinar Series

Learn About Strategic Growth

In a monthly webinar series, Capstone shares its expertise on strategic growth through M&A. In each webinar, an M&A expert explains tools and tactics to accelerate your growth.

David Braun’s Must-Read Guide

Successful Acquisitions: A Proven Plan for Strategic Growth

What do you do when growth stalls? Watch David Braun’s compelling answer in this short video. Player opens in a new window.


Successful Acquisitions – the Capstone Strategic blog

M&A insights from the Capstone team of experts

As volunteers, credit union board members willingly give of their time, talent, and support. Their selflessness and dedication are living examples of the “people helping people” mantra of the credit union industry. Of course, anytime you bring a group of individuals together for a shared purpose, you will have different backgrounds, life experiences, and in … Continue reading... Read more >
Published on: 08-27-24
Make room at the adult table for CUSOs It’s an old, but often true, phrase that some things get better with age. From wines and cheeses to flannel shirts and blue jeans, maturity is often associated with a high comfort level and feelings of security. CUSOs have undergone a maturation process as well, advancing with … Continue reading... Read more >
Published on: 05-23-24
Capstone’s Abigail Iaconis Earns MMP Certification Capstone Strategic is pleased to announce that Senior Analyst Abigail Iaconis has received her certification as a Middle-Market Professional (MMP) from the Association for Corporate Growth. In order to receive the MMP certification, students must complete a 4-to-6-week self-study course, and successfully pass an exam. The program covers the … Continue reading... Read more >
Published on: 04-04-24

Dreams Fulfilled

30 years and counting

300+ Clients

1B+ in Deals

30+ Countries

100+ Industries