#United States #Vienna #Capstone Strategic #Achieva Credit Union #CUSO

Strengthening Ties in Financial Services

Capstone Strategic, Inc. has proudly confirmed its enduring partnership with Achieva Credit Union, a collaboration that has significantly propelled Achieva's expansion into new business territories. This partnership marks a strategic development aimed at enhancing member value and reinforcing Achieva's standing as a leader in the financial services arena. By employing Capstone's proprietary Roadmap to AcquisitionSM, Achieva has embarked on a series of pivotal acquisitions that not only diversify its offerings but also provide its members with enhanced services. Among the key markets Achieva has entered are Property and Casualty Insurance, Title Insurance, and Medicare Programs.

A Transformative Journey

"What initiated as a straightforward transaction advisory engagement has progressed into a dynamic strategic growth initiative, fundamentally transforming Achieva's service offerings," remarked John Dearing, Partner at Capstone. His acknowledgment of the journey underscores a common sentiment: collective effort and strategic vision have been paramount to their success. From assessing CUSO opportunities to pinpointing acquisition targets and developing Letters of Intent, Achieva's collaborative spirit has been pivotal. This synergy is credited with enabling both organizations to achieve mutual success heightening their operational effectiveness.

Comprehensive Advisory Support

To date, Capstone's contribution to Achieva extends beyond mere strategy; it encompasses comprehensive support through strategic planning, objective evaluation criteria, and rigorous advisory services including Board facilitation and deal negotiation. Capstone's Manager, Charles Schwab, noted, "For external growth to be successful, understanding a client’s strategic objectives is fundamental. In conjunction with strategy, effective execution hinges on cultivating a robust pipeline and engaging with potential owners to align with client goals. Achieva's eagerness to explore opportunities collaboratively has been instrumental in our partnership's achievements." This indicates a responsive and dynamic engagement between the two entities.

Commitment to Continuous Improvement

The ethos of continuous improvement is deeply embedded in Achieva's culture, as emphasized by Anna Kochkina, Capstone's Valuation Director. She stated, "Their team is committed to learning and development, making them an exceptional partner." This ongoing collaborative effort has led to the creation of over 40 valuations to empower Achieva’s strategic acquisition strategy while persistently assessing fresh opportunities.

The reflection on this partnership is echoed in the words of John Wintermeier, Chairman of the Board at Achieva Holding Company. He expressed, "Capstone's expertise has been integral to our growth, guiding us through multiple acquisitions while impacting the strategic direction of our CUSO Holding Company and facilitating connections to significant industry players. With three newly acquired businesses, we are on the verge of expansive growth within our CUSO structure."

Dedicated to Community Impact

As emphasized by Dearing, Achieva’s commitment is to create a meaningful difference in the community and for its members. Each acquisition is deliberate, aimed at bolstering services, broadening access, and nurturing relationships. This alignment reflects a vision that extends beyond mere business transactions into fostering genuine community ties and member engagement.

About Capstone Strategic, Inc.

Capstone Strategic, Inc. stands as the front-runner in mergers and acquisitions tailored for credit union service organizations (CUSOs). Since its inception in 1995 under the leadership of CEO David Braun, Capstone has carved out a niche in shaping strategic growth initiatives, notably facilitating over $1 billion in transactions across a diverse array of industries. Their focus on strategic, not-for-sale acquisitions equips CUSO and credit union leaders to expand their horizons and capitalize on growth opportunities.

In conclusion, this collaboration illustrates a robust alliance that showcases how mutual strategic objectives can lead to fruitful growth in the financial services sector, ultimately serving to enhance community welfare and member services.