Capstone Strategic and Achieva Credit Union Strengthen Long-Standing Partnership to Drive CUSO Growth Through Strategic Acquisitions
Expansion into insurance and Medicare services enhances member value and community impact
VIENNA, Va., March 26, 2025 /PRNewswire/ -- Capstone Strategic, Inc. proudly announces its continued partnership with Achieva Credit Union, a collaboration that has fueled Achieva's expansion into new lines of business and strengthened its position as an industry leader. Leveraging Capstone's proprietary Roadmap to AcquisitionSM process, Achieva has executed a series of strategic acquisitions designed to increase member value and diversify its offerings. As a result, Achieva has expanded into three key markets—Property & Casualty Insurance, Title Insurance, and Medicare Programs—broadening its financial services for members.
"What started as a transaction advisory engagement evolved into a strategic growth initiative that has transformed Achieva's service offerings," said John Dearing, Partner at Capstone. "Working with Achieva's team has been a rewarding experience, from exploring CUSO opportunities to identifying acquisition targets and developing Letters of Intent. Their openness to collaboration has been a key factor in our mutual success."
To date, Capstone has provided strategic planning, objective evaluation criteria, over 200 proprietary candidates, and hands-on advisory services, including Board facilitation, deal negotiation, and regular updates to key stakeholders. "Understanding a client's strategic objectives is essential for successful external growth," said Charles Schwab, Capstone Manager. "Beyond strategy, execution requires building a strong pipeline, engaging owners, and ensuring alignment with the client's goals. Achieva's willingness to explore opportunities and brainstorm with us has been instrumental in our partnership's success."
Anna Kochkina, Capstone's Valuation Director, emphasized Achieva's commitment to continuous improvement: "Their team values learning and development, which makes them an excellent partner. To support their proactive acquisition strategy, we've generated over 40 valuations and continue to explore new opportunities."
Reflecting on the partnership, John Wintermeier, Achieva Holding Company Board Chairman, stated: "Capstone's expertise has been integral to our growth. They have guided us through multiple acquisitions while helping shape the strategic direction of our CUSO Holding Company and connecting us to key industry players. As a result, we now have three new businesses poised to expand rapidly under our CUSO structure."
"Achieva is dedicated to making a meaningful impact in its community and for its members," added Dearing. "Each acquisition has been thoughtfully executed to enhance services, expand reach, and strengthen relationships. We are proud to support their continued success."
About Capstone Strategic, Inc.
Capstone Strategic, Inc. is the leader in mergers and acquisitions for credit union service organizations (CUSOs). The firm helps CUSO and credit union leaders develop, evaluate, and implement growth initiatives. Established in 1995 by CEO David Braun, Capstone specializes in strategic not-for-sale acquisitions and corporate growth strategies and has facilitated over $1 billion in transactions in more than 100 industries. For additional information go to the Capstone website at https://www.capstonestrategic.com or call 703-854-1910
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SOURCE Capstone Strategic