Partner Lunch & Learn on CUSOs – Hamilton

John Dearing, CFA, has been a driving force behind Capstone Strategic since 1996, helping organizations pursue disciplined and proactive external growth. John leads Capstone’s market-leading CUSO practice, buy-side team, and operations, advising leadership and Boards on acquisitions, investments, and strategic partnerships. For nearly two decades, he has worked extensively with credit union and CUSO leaders on acquisition growth strategy, with a focus on using the CUSO model to expand capabilities and strengthen competitive positioning.

His experience includes facilitating acquisitions and strategic growth initiatives for organizations such as Velera, PureIT CUSO, Achieva Credit Union, Nutmeg State Financial, RenoFi, Great Lakes Credit Union, South Carolina Financial Solutions, OceanAir Federal Credit Union, Janusea, and One Washington Financial. A frequent speaker and educator, John has taught thousands of executives on proactive external growth, acquisitions, and business valuation, and regularly presents at national and regional industry events. John holds an MBA from Georgetown University’s McDonough School of Business and a BS in Business Administration from Bucknell University. He is a Chartered Financial Analyst (CFA), a member of the Washington Society of Investment Analysts, and the founder of an investment partnership.