NACUSO Marketplace Provider
Organization Name: Capstone
NACUSO Membership: Standard
Year Formed: 1995
Description of Your Services: We are growth engineers. Capstone is the leading M&A advisory firm focused on strategic growth for the middle market, and specializing in privately-held not-for-sale transactions. We have over 25 years' experience helping middle market companies grow.
Services You Provide:
Consulting Services:Business ValuationMergers and AcquisitionsStrategic Planning
Why should a credit union use your services?: For over 17 years, Capstone’s team of external growth experts have helped credit union and CUSO leaders and Board members enter new markets and add solutions through acquisition, investments and strategic partnerships – growing membership and entering new segments.
Are You a CUSO?: No
Are there investment opportunities for credit unions?: No
Describe Your Business Model:Fee for services.
Are you currently seeking additional users/customers?: Yes
Do you offer discounts or other benefits for NACUSO Members?: Yes
Website Link: https://www.capstonestrategic.com/
Contact Information:John DearingManaging Director and Partner8521 Leesburg Pike, Suite 230
Vienna, VA 22182703-854-1910jdearing@capstonestrategic.com
Vienna, VA 22182703-854-1910jdearing@capstonestrategic.com
Additional Information:
https://www.capstonestrategic.com/tool-kit/express-videocasts/
https://www.successfulacquisitions.net/book/
https://www.successfulacquisitions.net/credit-unions-valuation-process-steps/
https://www.successfulacquisitions.net/4-ways-to-take-your-credit-union-to-the-next-level/
https://www.successfulacquisitions.net/4-reasons-credit-unions-partner-with-cusos/
Reviews:
Customer Name:Vel Davidov
Customer Title:Senior VP, PSCU
Year Customer First Used Your Services:
Is Customer An Owner:No
Review Text:“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.”
Customer Name:Lee Miller
Customer Title:President/Co-Founder, RenoFI
Year Customer First Used Your Services:
Is Customer An Owner:No
Review Text:“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!”
Customer Name:Bonnie Ciuffo
Customer Title:President, SCF Solutions
Year Customer First Used Your Services:
Is Customer An Owner:No
Review Text:“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.
Customer Name:Dale Fosselman
Customer Title:Past President, Nuvision CUSO Holdings, LLC
Year Customer First Used Your Services:
Is Customer An Owner:No
Review Text:“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.”
Customer Name:Vel Davidov
Customer Title:Senior VP, PSCU
Year Customer First Used Your Services:
Is Customer An Owner:No
Review Text:“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.”
Customer Name:Lee Miller
Customer Title:President/Co-Founder, RenoFI
Year Customer First Used Your Services:
Is Customer An Owner:No
Review Text:“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!”
Customer Name:Bonnie Ciuffo
Customer Title:President, SCF Solutions
Year Customer First Used Your Services:
Is Customer An Owner:No
Review Text:“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.
Customer Name:Dale Fosselman
Customer Title:Past President, Nuvision CUSO Holdings, LLC
Year Customer First Used Your Services:
Is Customer An Owner:No
Review Text:“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.”