Case Studies

When we asked 750 business owners about their top worry when considering a sale, the leading answer was not surprising: money. Thirty percent identified financial concerns as their biggest worry. [...]

During our annual State of M&A Conference held in Green Bay, we organized our own local “shark tank” event. Four private equity (PE) firms were invited to review and submit […]

Cornerstone’s Challenge: No Collateral Our client was a high-rise window cleaning company based in central Wisconsin. Known for its ability to handle complicated structures and high-profile [...]

Cornerstone’s Challenge: The Buyer Wanted a Number Our client needed a number. A billion dollar multi-national corporation wanted to buy his business, but he had no idea what it was worth. […]

Cornerstone’s Challenge: Tried to Sell it Himself Our client was a high-rise window cleaning company based in central Wisconsin. Known for its ability to handle complicated structures and [...]

Cornerstone’s Challenge: If Not Now, Then When Our client manufactured biologically-based cleaning and degradation products. The company was fielding multiple unsolicited offers to purchase. But [...]

Cornerstone’s Challenge: Succeed When Others Failed Our client was a light industrial staffing firm serving northeast Wisconsin. At time of sale this highly successful company had been in [...]

Cornerstone’s Challenge:  Buying out Goliath Our clients managed the Ro-Flo compressor line under GE’s Oil and Gas division. While the product line generated approximately $4.0MM+ in revenue for [...]