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Market Research

Company & Market Research

Successful external growth requires the highest quality of research, so  decisions made are supported by the best available information. Capstone provides a range of customized market and company research services.

Researching Markets

According to your goals, our team will study the current state and projected future of markets on which you are focused, using both primary and secondary research.

Primary research means we call key players in the market and elicit their first-hand perspectives. For our secondary research, we draw on our multiple subscription databases and our years of online research skills.

As a result, you can expect to better understand market dynamics, significant trends, supply chain issues and potential value partners. In keeping with Capstone’s growth philosophy, we will usually give special attention to the outlook for future demand.

Researching Companies

Our team has the expertise to research individual companies on your behalf.  As a consulting company with an impeccable reputation, we are often able to engage company owners in direct one-to-one conversations. We also conduct in-depth, secondary research on individual companies and use our skills to enrich this with primary research to whatever extent is possible.

Benefit from our experience. Adopt the Capstone Roadmap to Acquisitions℠.

  • Phase I: Build the Foundation

    Take your bearings, conduct a reality check on your current business situation, and establish a viable strategy for growth.

    Know your CORE competency. Consider your business culture and how to share risk tolerance with a potential acquisition.

    DEFINE your growth strategy. Consider acquisitions in the context of your strategic growth plan.

    Have ONE reason to purchase a company. More than one reason leads to unclear decision making.

    Acquisition is a COLLABORATIVE effort. Build a multi-functional Team from the ranks of your company and outside experts.

    DEFINE the market in which you will conduct research and ensure a stable demand for products and services.

  • Phase II: Build the Relationship

    Research prospective partners, make initial overtures, and develop a dialogue of trust. Every company is for sale.

    Conduct company searches using a STRUCTURED process and OBJECTIVE tools. Integration planning begins now.

    Now arrives a critical moment in the ROADMAP process. It is time for your Team to apply their exhaustive planning and research.

    Building TRUST between the buyer and seller and early face-to-face meetings are critical, as well as, rich in opportunities and insights.

    Determine the strategic fit and ONE reason objective of the prospect and calculate the company's financial worth.

    Stay FOCUSED on your desired strategic outcome while considering the seller's corporate and personal priorities.

  • Phase III: Build the Deal

    Compile the nitty-gritty of due diligence, deal structure, closing the transaction and integrating the entities.

    ESTABLISH the non-binding elements of the acquisition and provide a pre-LOI to address any miscommunications or misunderstandings.

    This should CONFIRM your research rather than inform, and CONFIRM your criteria-driven image of the prospective company for purchase.

    ESTABLISHES in a written document the Legal Structure, Financials and other important issues to support the purchase of the company.

    EXECUTION of the elements of integration will reflect your strategic choice to plan for and purchase the right company.