Second Act Financial Services, LLC

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.

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!

We had a positive experience working with the Capstone team. As they led us through the process to find the right strategic partner, their team was professional, ethical, and communicated well, while helping us maximize value.

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.

The Capstone team tailored an engagement that hit the mark — allowing me to swiftly get up the credit union marketplace learning curve. Looking back, it was a critical foundational element that ultimately jump-started me on the way to attaining my objectives.

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.

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.

Capstone has played an important role in Pure IT’s expansion of our services and consequently, our ability to work with more credit unions. Our partnership with Capstone has proven to be an instrumental part of our credit union and CUSO growth story.

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.

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.

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.

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.

Since first meeting the Capstone team at VentureTech, they have 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.

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.

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

If you are thinking about developing a CUSO growth strategy, I would highly advocate working with Capstone Strategic. Their knowledge and experience aided our organization in developing a more targeted and strategic approach to the utilization of CUSOs as part of our Smart Growth strategic pillar. Their vast history of the CUSO industry achieved our desired goals of educating our board and team, developing a policy and strategy our board approved and then partnering with GLCU on executing on our key CUSO focus areas and effectively evaluating current CUSO opportunities.

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.

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.

Capstone played a significant role in keeping the process on track. Everything was handled in a professional manner, and we enjoyed working with the Capstone team.

Given Capstone’s acquisition focus and proven track record helping CUSOs complete transactions with privately held companies, we knew their team would help us anticipate the unknown and find solutions as we encountered hurdles. They listened and helped guide all the parties involved through the due diligence journey while navigating us over the goal line.

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.

Without reservation, I can highly recommend the Capstone team. We retained their services to help acquire a specific target company in our industry. When Capstone did the initial research on the target company, I told them it would be nothing short of a miracle if they could even get our foot in the door. Not only did they get the door open in a relatively short amount of time, but we successfully closed the acquisition of the target company. If it was not for the Capstone team, I seriously doubt we would have gotten anywhere with the target company on our own.

Capstone delivered an informative presentation on valuation at NACUSO and it had immediate application for our CUSOs. We engaged the Capstone 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.

The insights the Capstone team developed and synthesized for me through a series of personal Board interviews moved the dial for me and the organization.

The Capstone team was extremely helpful as we prioritized our Buy-Build-Partner alternatives, strategically evaluated specific candidates, and collaborated throughout the valuation process.