Success Stories

Success Stories

Implementing Clients’ Dreams

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 Announces Successful Acquisition of AquaPro by Intermatic

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Capstone Advises SCF Solutions in the Acquisition of Arthurs Insurance

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Capstone Strategic Advises PSCU on the Acquisition of Juniper Payments

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Capstone Advises Pure IT and Janusea on Acquisition of Select Assets from KIVA Group

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Capstone Strategic Assists CUSO Pure IT in Developing Partnerships with Ardent and Envisant

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Capstone Strategic Facilitates Strategic Partnership Between PSCU and Amount

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

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

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

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Capstone Strategic Guides ITA International on Acquisition of Innovative Decisions

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Capstone Strategic Guides RenoFi to Partner with Ardent Credit Union

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

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

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

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

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

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

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

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

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

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Capstone Builds Michelman-Maruyoshi Chemical Joint Venture

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

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

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Capstone Announces Ongoing Operations' Acquisition of Cloudworks

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Capstone Advises Ongoing Operations on Acquisition of Teneros

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

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NGEN Managing Principal Terry Speigner Acquires Stake in Firm

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

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Capstone Announces Proaxis Therapy's Acquisition of Balanced Physical Therapy

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Capstone Guides ATW Companies' Acquisition of Metalform

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

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

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Capstone Guides Proaxis Therapy in Acquisition of Major League Physical Therapy

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

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Proxtronics Sells Dosimetry Assets to Global Dosimetry Solutions

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Thai Union International Acquires Empress International, Ltd.

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ATW Companies Acquires Metal Injection Molding Capabilities

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