We help clients implement their dreams.

Testimonials and Case Studies

"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

"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."

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
Chief Executive Officer/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 and 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."

of 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, South Carolina
Financial Solutions

"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

"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."


Becoming the Number One Call Center for Credit Unions

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

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.

Selected 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.

Deals in the News

Capstone Strategic Advises Accurate Group on Acquisition of Coast to Coast Title & Escrow
Capstone Strategic Advises H&H Medical Corporation on Sale to Safeguard Medical
Capstone Strategic Guides Security Service Insurance on Acquisition of Pace Insurance Managers
Capstone Strategic Guides ITA International on Acquisition of Innovative Decisions
Capstone Strategic guides RenoFi to partner with Ardent Credit Union
Capstone Strategic Advises Immanuel in Acquisition of Senior Living Community The Shores at Pleasant Hill
Capstone Strategic Advises Kaneka on Deal with AB-Biotics of Spain
Capstone Strategic Guides PSCU on Acquisition of CU Recovery and The Loan Service Center
ATW Sells Stamping Division to Focus on Core Business and Long-term Growth
Capstone Strategic Guides Immanuel on "Not-for-Sale" Acquisition of Senior Living Community Clark Jeary
Capstone Strategic Guides Acquisition of VDI by Japan's Lintec USA
Capstone Advises Kinetrex Energy Exploration & Production in Acquiring Oil Assets in Knox County, Indiana from Trey Exploration
Capstone Advises Green Dot of Trinidad and Tobago in Transaction with One Caribbean Media
Capstone Guides South Carolina Financial Solutions' Acquisition of Innova Plan Strategies
Capstone Builds Michelman-Maruyoshi Chemical Joint Venture
Capstone Guides Human Arc's Acquisition of L&S Associates
Capstone Announces Proaxis Therapy's Acquisition of Balanced Physical Therapy
Capstone Announces Ongoing Operations' Acquisition of Cloudworks
Capstone Guides ATW Companies' Acquisition of Metalform
Capstone Guides Michelman's Acquisition of Clariant's Licomer Floor Polish Business
Capstone Guides Proaxis/Howard Head in Acquisition of Alpine Physical Therapy and Wellness (Alpine PT)
Capstone Guides Proaxis Therapy in Acquisition of Major League Physical Therapy
Capstone Advises Ongoing Operations on Acquisition of Teneros
Capstone Announces Merger of F.L. Smithe Machine Co. and PCMC
Quirt LLC Uses Capstone's Proprietary Process to Acquire Majority Interest of GoSystems
NGEN Managing Principal Terry Speigner Acquires Stake in Firm
Viega, Inc. Acquires Vanguard Piping Systems and Midtec, Inc.
Proxtronics Sells Dosimetry Assets to Global Dosimetry Solutions
Mittler Bros. Machine & Tool Acquires Tanner Racing Products, Inc.
Thai Union International Acquires Empress International, Ltd.
ATW Companies Acquires Metal Injection Molding Capabilities

Let's Talk Growth

Are you looking to move your company to the next level? For more information on Capstone's proactive growth and strategic mergers and acquisitions solutions call 703-854-1910.

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