Success Stories

Success Stories

Implementing clients’ dreams

  • “Capstone has been an outstanding partner to Robroy Industries and instrumental in helping us define our long term growth goals. Working with our leadership team Capstone helped us articulate and map out our 10-year strategic growth initiatives. Capstone’s proven roadmap to successful acquisitions has served us well as we recently closed our first major acquisition in over a decade.”

    Jeff McIlroy
    Chairman
    Robroy Industries

  • “Capstone’s team has far exceeded our expectations for what is possible through a growth partnership. They have opened new doors, aligned closely to enhance our strategic direction, and always provide fresh analysis and perspectives for decision-making.”

    Dave Cerwinski
    VP of Corporate Development
    Wescom Credit Union

  • “We appreciated Capstone’s attentiveness in helping all parties through a process with novice sellers and plenty of tricky details. Everyone was very satisfied with the outcome.”

    Joe Breeden
    CEO
    Prescient Models, LLC

  • “In line with PSCU’s culture, Capstone provides a high level of service and customized experience. We would not get the same type of connection and intimacy from a large consultancy. We appreciate our close working relationship, Capstone’s understanding of the marketplace and professionalism.”

    Vel Davidov
    Senior Vice President
    PSCU

  • “Throughout every step of the process, Capstone worked diligently to address key challenges, and, most importantly, actively listened to uncover important issues on both sides. They certainly helped forge a positive relationship between our organizations and I’m excited about our opportunities to grow together in the future.”

    David Bryant
    President
    VDI

  • “It’s certainly been a rewarding relationship for us as Capstone helped our team with alignment and focus. As a result of working with you, we have identified the top 3 initiatives and where to focus. We are using Capstone’s partner criteria matrix and your quote has become a mantra around our office now, ‘focus is your friend’. We will engage again.”

    CUSO CEO

  • “Since first meeting John at VentureTech, Capstone’s team has been a great advocate for Pinkaloo and our solution. As a result of them tailoring a way to successfully complement our internal efforts, we greatly benefited from solid, high-level introductions in the credit union market.”

    Gideon Taub
    Founder
    Pinkaloo

  • “The Capstone team assisted us to clarify our strategic focus and did a fantastic job helping us to build an extensive pipeline of partners. We are using that pipeline to expand our growth prospects.”

    Vice President
    Multinational Corporation

  • “Capstone helped identify the right prospect that shares our commitment to excellent service. Capstone’s process brought us a great strategic match. Working with their team enabled us to swiftly refine our focus and build a strong foundational relationship with IDI.”

    Mike Melo
    CEO & Co-Founder
    ITA International LLC

  • “Capstone has played a huge part in our early success by helping identify and open doors with the right strategic partners. We appreciate the role the team has played in furthering our growth strategy and we see a long and fruitful relationship for years to come!”

    Lee Miller
    President & Co-Founder
    RenoFi

  • “Over the years, I’ve always enjoyed working with the Capstone team. Beyond prospect identification and prioritization, once you open the door with owners, I learn a lot through the meeting portion of the process as well. The recent market due diligence research report you delivered helped us focus our 2019 resources toward targeted channels for growth. Great team.”

    Rick Jones
    President & CEO
    MTI

  • “Capstone delivered an informative presentation on valuation at NACUSO and it had immediate application for our CUSOs. We engaged John and the team and then asked them to deliver another educational session to an extended group at our credit union and the CUSO Board. Their insights have proven to be quite valuable as we chart the course forward for our Deep Future Analytics CUSO. Capstone’s team provides valuable insight to CUSOs and the industry.”

    Dale Fosselman
    Past President
    Deep Future Analytics, LLC
    Nuvision CUSO Holdings, LLC

  • “Consultants tend to be ‘one and done.’ They’ll come in to deal with a specific problem, deliver a list of bullet points and leave you to figure it out … Capstone is quite different. I am most impressed with Capstone’s ability to adjust to our needs and deliver the next phase of growth tools. From the beginning they’ve helped drive the process of implementation, integrating the overall strategy into the company’s day-by-day operations.”

    Kirk Drake
    CEO
    Ongoing Operations

  • We enjoyed a productive relationship with Capstone that culminated in the sale. The process went well and Capstone paid attention so things progressed smoothly.”

    Co-Owner
    Computer Software Firm

  • Throughout the acquisition process, the Capstone team was instrumental as our guide, sounding board, and stabilizing force as negotiations proceeded … I’m confident that the deal would not have been completed without their insight and involvement.”

    Paul Moynihan
    CFO
    Madico

  • “We are happy to have Capstone as our M&A advisor guiding us through the transaction. Their expertise, counsel and professionalism were instrumental in putting together the deal.”

    Ketan Patel
    CEO
    Green Dot

  • “The approach was not just about the financials but the cultural fit with our organization. When we are ready to consider other purchase opportunities, Capstone will be the first company we call.”

    Bonnie Ciuffo
    President
    SCF Solutions

 


 

Success Stories

Case Studies

 

  • Becoming the #1 Call Center for Credit Unions

    “Capstone was the first name that came to mind when we started discussing reviewing our proactive acquisition strategy.”

    Read case study

  • Finding the Right Equation for Successful M&A

    Explore how with Capstone’s guidance, SCFS enhanced its comprehensive benefit solutions business by acquiring Innova Plan Strategies.

    Watch case study

 


 

Success Stories

Selected Capstone Clients

Capstone has worked with domestic and international firms in a wide range of service and manufacturing industries. Our clients include middle market companies as well as Fortune 500 corporations and family-owned firms. Here are just a few of our clients.

 


 

Success Stories

Capstone Deals in the News

 

Title of Press Release

Link

Capstone Strategic Advises Accurate Group on Acquisition of Coast to Coast Title & Escrow

View article

Capstone Strategic Advises H&H Medical Corporation on Sale to Safeguard Medical

View article

Capstone Strategic Guides Security Service Insurance on Acquisition of Pace Insurance Managers

View article

Capstone Strategic Guides ITA International on Acquisition of Innovative Decisions

View article

Capstone Strategic Guides RenoFi to Partner with Ardent Credit Union

View article

Capstone Strategic Advises Immanuel in Acquisition of Senior Living Community The Shores at Pleasant Hill

View article

Capstone Strategic Advises Kaneka on Deal with AB-Biotics of Spain

View article

Capstone Strategic Guides PSCU on Acquisition of CU Recovery and The Loan Service Center

View article

ATW Sells Stamping Division to Focus on Core Business and Long-term Growth

View article

Capstone Strategic Guides Immanuel on “Not-for-Sale” Acquisition of Senior Living Community Clark Jeary

View article

Capstone Strategic Guides Acquisition of VDI by Japan’s Lintec USA

View article

Capstone Advises Kinetrex Energy Exploration & Production in Acquiring Oil Assets in Knox County, Indiana from Trey Exploration

View article

Capstone Advises Green Dot of Trinidad and Tobago in Transaction with One Caribbean Media

View article

Capstone Guides South Carolina Financial Solutions’ Acquisition of Innova Plan Strategies

View article

Capstone Builds Michelman-Maruyoshi Chemical Joint Venture

View article

Capstone Guides Human Arc’s Acquisition of L&S Associates

View article

Capstone Announces Merger of F.L. Smithe Machine Co. and PCMC

View article

Capstone Announces Ongoing Operations’ Acquisition of Cloudworks

View article

Capstone Advises Ongoing Operations on Acquisition of Teneros

View article

Quirt LLC Uses Capstone’s Proprietary Process to Acquire Majority Interest of GoSystems

View article

NGEN Managing Principal Terry Speigner Acquires Stake in Firm

View article

Mittler Bros. Machine & Tool Acquires Tanner Racing Products, Inc.

View article

Capstone Announces Proaxis Therapy’s Acquisition of Balanced Physical Therapy

View article

Capstone Guides ATW Companies’ Acquisition of Metalform

View article

Capstone Guides Michelman’s Acquisition of Clariant’s Licomer Floor Polish Business

View article

Capstone Guides Proaxis/Howard Head in Acquisition of Alpine Physical Therapy and Wellness (Alpine PT)

View article

Capstone Guides Proaxis Therapy in Acquisition of Major League Physical Therapy

View article

Viega, Inc. Acquires Vanguard Piping Systems and Midtec, Inc.

View article

Proxtronics Sells Dosimetry Assets to Global Dosimetry Solutions

View article

Thai Union International Acquires Empress International, Ltd.

View article

ATW Companies Acquires Metal Injection Molding Capabilities

View article