Capstone Strategic Helps CU Capital Management CUSO Expand
STRATEGIC ADVISORY ENGAGEMENT HELPED CU CAPITAL MANAGEMENT CONNECT WITH CORPORATE ONE, ADVANCING NEW OPPORTUNITIES FOR COLLABORATION AND GROWTH.
VIENNA, Va., Oct. 8, 2026 /PRNewswire/ -- Capstone Strategic recently supported CU Capital Management (CUCM) in expanding its credit union community presence, helping identify and develop a relationship with Corporate One Federal Credit Union.
The engagement reflects Capstone's proactive approach to external growth: helping clients define the right strategic partners, identify organizations that align with their objectives, and build the relationships needed to turn opportunities into results.
CU Capital Management enables credit unions to unlock capital through real estate sale-leaseback transactions while providing opportunities for other credit unions to generate interest income by participating in credit union sale-leasebacks as investors and/or lenders. Its collaborative model helps retain the financial benefits of these transactions within the credit union industry.
Working alongside CUCM's leadership, Capstone helped identify prospective strategic partners, facilitate introductions and navigate conversations with organizations whose goals aligned with CUCM's long-term growth strategy.
"We've built a model that gives credit unions new ways to strengthen their financial position while creating opportunities for other institutions to participate in that growth," said CUCM CEO Mitchell Amsler. "Capstone has helped us identify and connect with organizations that recognized the value of that model. Corporate One's partnership represents an important step in expanding our network and the growing number of opportunities we can bring to the credit union community."
Corporate One's investment was publicly announced in August 2026 by President and CEO Melissa Ashley, who described the opportunity as "far more than a real estate investment." In her published statement, Ashley emphasized the benefits of improving credit union liquidity, optimizing capital and keeping the economic value of these transactions within the cooperative financial system.
For Capstone, the engagement demonstrates how an intentional external CUSO growth strategy can create opportunities beyond traditional acquisitions.
"We thoroughly enjoy working with Mitchell and CU Capital Management and the Corporate One team to help bring this opportunity together," said John Dearing, CFA®, Partner at Capstone Strategic. "Our role continues to involve helping identify the right strategic fit partners for CUCM and foster relationships in the community. We see tremendous potential for both organizations as this partnership moves forward."
Capstone's work with CUCM reflects its broader commitment to helping credit unions and CUSOs pursue strategic growth through acquisitions, investments and partnerships. By identifying opportunities beyond their existing networks and engaging prospective partners proactively, organizations can expand capabilities and accelerate their growth objectives.
For CUCM, Corporate One's partnership provides another example of how collaboration can extend the reach of its business model and create additional opportunities across the credit union industry.
About Capstone Strategic
Capstone Strategic helps businesses confidently pursue growth through acquisitions, investments, partnerships and other external growth strategies. With more than 30 years of experience and more than $2 billion in advised transactions, the firm specializes in proactive growth strategies, including the identification and pursuit of closely held, not-for-sale businesses. Capstone has 25 years of extensive experience advising credit unions and CUSOs on growth strategy, valuation, investments, acquisitions and strategic partnerships.
SOURCE Capstone Strategic
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