Deal History

Guided OceanAir Federal Credit Union through acquisition of Larson Insurance Agency. Provided strategic advisory, valuation, and transaction support.

Advised Skyla Financial Solutions on acquisition of PolicyLine Insurance. Provided exclusive M&A advisory support through due diligence and closing (closed January 2025).

Identified Cannella Insurance as strategic acquisition candidate for Achieva. Facilitated business term development and relationship building between both parties.

Guided Achieva Credit Union through acquisition of Veritas Title and launch of new CUSO. Provided strategic advice on transaction structure and CUSO launch.

Identified Arthurs Insurance as strategic acquisition candidate for SCF Solutions to help expand services. Facilitated relationship building between parties.

Exclusive M&A advisory on sale of fintech CUSO (Janusea) to Kinective Capital. Advised on due diligence, letter of intent negotiations, and transaction documentation.

Advised Datava on successful sale to Kinective Capital. Provided guidance through LOI, due diligence, and deal papering process.

Advised Pure IT and Janusea on strategic acquisition of select assets from KIVA Group. Managed complex multi-party transaction.

Capstone guided PSCU on acquisition of CU Recovery, a full-service recovery and loan servicing company. Long-standing advisory relationship with PSCU.

Announced successful acquisition of AquaPro by Intermatic. Capstone provided confidence that Intermatic was the right strategic home for AquaPro.

Advised Green Dot Limited (Trinidad and Tobago) on sale of 51% stake to One Caribbean Media. International transaction demonstrating global reach.