Help owners finish strong.
Build your career at Cornerstone.
We advise lower middle market business owners through company sales,
acquisition searches, and valuations. Our job is to bring structure, clarity, and a
team that can execute at a high level, without losing the human side of the work.
Why Cornerstone is Different
We are intentionally selective about the companies we represent. We only move forward when we believe we can generate multiple offers and meaningfully improve the outcome for the owner. That mindset shapes our culture and the way we work as a team.
Assurance 360
A structured deal process built to create options, protect confidentiality, and reduce seller regrets. It is designed to generate multiple offers and strong closing outcomes while still considering factors beyond price.
Team approach, not a solo act
A dedicated advisor leads each engagement. Behind them is a coordinated team supporting valuation, positioning, outreach, and execution. You will not be left guessing what happens next.
Honest conversations
We tell clients what they need to hear so they can make clear decisions. That includes saying “not yet” when timing, expectations, or market reality do not align.
Legacy level outcomes
A successful exit is not just the number. It is the confidence that the owner made the right decision and can step into what comes next. We focus on deals that protect legacy and support the life a family wants after close.
About Cornerstone
- Founded: 2001
- Location: Green Bay, WI
- Focus: Lower middle market M&A
- Client size: ~$5M–$250M revenue
- Ranked No. 13 on Axial’s Top 25 (2025 league table)
Founded in 2001, Cornerstone Business Services is an investment bank serving the lower middle market and specializing in transactions for businesses with annual revenue of $5 million to $250 million. Headquartered in Green Bay, Wisconsin, the firm advises business owners throughout North America on sell-side transactions, acquisitions, and valuation services, including its Real Market Analysis (RMA).
Cornerstone’s Assurance 360™ process is designed to create multiple qualified offers and improve deal certainty. Over the past five years, the firm has maintained an average closing ratio of about 85%. Cornerstone also publishes original research on business owner readiness and exits, including the 2025 National Study on Selling Your Business. Cornerstone’s mission is to create a positive life-changing event for all the lives they touch.
Open Positions
Investment Banking Analyst, Deal Support
Description:
You will support live M&A engagements through modeling, valuation, research, CIM development, buyer outreach, and process execution. You will work directly with investment bankers and external partners, and you will learn what it takes to move a deal from early analysis to close.
Green Bay, WI | Full-time | In-person with occasional remote flexibility
Investment Banking Advisor
Description:
You will lead M&A engagements by advising business owners on exit planning, valuation, buyer strategy, and transaction execution. You will manage the deal process from initial conversations through closing, working with analysts, attorneys, accountants, and qualified buyers to structure and negotiate successful transactions.
Remote | Full-time | 1099 Contract
Marketing Intern
Description:
You will support marketing across Cornerstone’s four brands (CBS, CIA, DealCoach, and CAPex) through email campaigns, social media, content creation, podcast production, and lead nurture. You will work directly with the marketing team and senior leadership, getting hands-on experience with HubSpot, Constant Contact, Canva, Adobe Creative Suite, and AI tools used in a live deal-driven environment.
Green Bay, WI | Part-time or Full-time | In-person
Our Divisions
How Can We Help?
Get regular M&A updates with insight into selling your company, growth through acquisition, and current market trends.
