Capital Tactics
Founded Year
2021About Capital Tactics
Capital Tactics is an advisory firm focused on mergers and acquisitions. The company offers services such as Business Forecasting, Cash Flow Planning, Business Valuations, Bookkeeping, Financial Management, and more. The company was founded in 2021 and is based in Florence, Kentucky.
Missing: Capital Tactics's Product Demo & Case Studies
Promote your product offering to tech buyers.
Reach 1000s of buyers who use CB Insights to identify vendors, demo products, and make purchasing decisions.
Missing: Capital Tactics's Product & Differentiators
Don’t let your products get skipped. Buyers use our vendor rankings to shortlist companies and drive requests for proposals (RFPs).
Latest Capital Tactics News
May 19, 2023
News provided by Share this article Share this article CINCINNATI, May 19, 2023 /PRNewswire/ -- Capital Tactics Inc., a management advisory firm based in the Cincinnati metro market, today announced the promotion of Greg Beck to Director of Technology Solutions, its Enterprise Resource Planning (ERP) service offering to middle market companies. Greg Beck Capital Tactics Founder and Managing Director Dino Lucarelli explained, "We have partnered with clients in ERP projects for more than 20 years. Our recent successes and growth in this segment necessitate this important elevation of Greg to the helm. Greg's promotion reinforces our commitment to keeping our clients on pace with emerging technologies. Our experiences with solutions such as Acumatica, NetSuite, Epicor, Infor, SAP Business One, Microsoft Dynamics, and others, have elevated technological proficiency for our clients." Doug Miller, Chief Financial Officer for Harrison Ohio based Crown Plastics, commented on his company's recent experiences with Beck and Capital Tactics: "Greg displayed exceptional rigor in guiding us to the optimal solution for our next chapter of success. He and his team demonstrated valuable technical expertise and understanding of our users' critical needs." Michael Chesin, Senior Director, Alliance and Consultancy Relations for Infor, a global leader in business cloud solutions, regarding his company's recent engagement with Beck and Capital Tactics, added, "Greg and the Capital Tactics team demonstrated dexterity in their understanding of the technology as well as in translating the client's needs to a "real world" implementable solution." About Greg Beck In addition to this new role, Beck will continue to lead the firm's M&A sourcing efforts. He joined Capital Tactics in 2021, harnessing 25 years in strategic leadership with Kroger and Fifth Third Bank. Greg has a Bachelor of Arts in Political Science from Miami University and a Master of Business Administration degree from Xavier University. About Capital Tactics Inc. Capital Tactics, based in the Cincinnati metro area, provides financial advisory services to industry, private equity firms, and entrepreneurs. Services include guidance in Mergers and Acquisitions, Capital Raising, Financial Management, and Technology Services. Capital Tactics was founded by Dino Lucarelli, CPA, a former public company Chief Financial Officer and industry veteran in corporate finance and management. For more information contact Dino Lucarelli, at (859) 250-4140, or [email protected] , or Greg Beck, Senior Advisor, at (513) 379-2399, or [email protected] . SOURCE Capital Tactics Inc.
Capital Tactics Frequently Asked Questions (FAQ)
When was Capital Tactics founded?
Capital Tactics was founded in 2021.
Where is Capital Tactics's headquarters?
Capital Tactics's headquarters is located at 7310 Turfway Rd, Florence.
Who are Capital Tactics's competitors?
Competitors of Capital Tactics include Paradigm Advisory and 4 more.
Compare Capital Tactics to Competitors
Mergr is a web-based private equity and M&A database that allows busy professionals to search private equity firms, corporate acquirers, their M&A, and advisors. The company's database helps to recruit M&A professionals, market services, build company buyer lists, and prospect mature acquisition candidates. The company was founded in 2008 and is based in Chicago, Illinois.
Bessemer Investors operates with process and flow control, value-added distribution, industrial technology, packaging, industrial services, utility and infrastructure services, aerospace and defense. The company was founded in 2018 and is based in New York, New York.
The Riverside Company is a global private equity firm focused primarily on the smaller end of the middle market companies. It offers private equity capital, flexible capital, and private credit. The Riverside Company caters to business services, consumer brands, education, training, franchisors, healthcare, specialty manufacturing software, and IT. The company was founded in 1988 and is based in New York, New York.
MergerShark is a merger and acquisition research database. MergerShark can be used to support valuations, fairness opinions, deal negotiations, impairment testing, buy-sell agreements, transaction advisory services, litigation and financial consulting and assist in determining intangible asset amortization periods.
TruSight provides subscription-based deal origination, retained buy-side acquisition search, and contingent deal sourcing services for professional investors, private equity funds, family office investors, and business intermediaries. The company was founded in 2017 and is based in Blue Bell, Pennsylvania.
The Capital Roundtable is an event management company. It offers a series of 25 full-day conferences, each focusing on different topics, exclusively for the middle-market private equity community. It covers topics ranging from investing in middle-market private companies in various industries such as for-profit education, agribusiness, packaging, food and nutrition, technology, aerospace, and transportation. It was founded in 1984 and is based in New York City, New York.
Discover the right solution for your team
The CB Insights tech market intelligence platform analyzes millions of data points on vendors, products, partnerships, and patents to help your team find their next technology solution.