With twenty years of hands-on experience in helping companies grow, we can help you craft a robust and actionable strategy for the future.
The field of external growth and acquisitions entails every aspect of business life — operations, management, sales, marketing and finance. For every transaction we plan and execute, we have to address challenging issues in all these areas. This gives Capstone a rare first-hand understanding of the strategic and tactical problems that middle market executives face. By engaging our team as your consulting resource you gain full benefit of our wide-ranging experience.
The fundamentals of business are universal. At the same time, every industry produces its own eco-system, and within that environment each individual company is unique. Our work in acquisitions and external growth has enabled us to develop exceptional skills in listening to the spoken, and unspoken, issues that are shaping a company’s future. We bring the benefits of a fresh, outside perspective combined with a quick understanding of your unique situation.
A Robust Methodology
Through our twenty years of supporting company growth, we have developed systems and tools that enable us to cut straight to the issue at hand. Our approach is oriented on your best-case outcomes. We identify the optimal long-term results you’re seeking and organize every component of the process around that objective. This enables us to sift and evaluate the options you’re considering and identify entirely new opportunities.
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.