Our Services

Boutique Investment Banking for the Lower Middle Market

As your partner, we begin with a focused desire to enhance value. We think beyond deals and dollars, working toward your most important metrics of success.

On the sell-side, we represent privately held / family-owned businesses. We’ll ensure you understand all your exit options — and the potential impact on your company, employees, and personal wealth. With two decades of M&A experience, we’ve developed a proven process for delivering results and maximizing your business value.

On the buy-side, we identify companies not actively engaged in the M&A marketplace, opening doors to unique and valuable opportunities within your focus area. Cornerstone works relentlessly to assist companies, private equity firms and entrepreneurs seeking synergistic acquisitions to find off-market deals.


Expert sell-side merger and acquisition services for business owners in the lower middle market.


Buy-side services to source deals and support you through the acquisition process.


Estimates of value and value enhancement strategies.

Our Cornerstone Commitment

  • We will not accept you as a client unless our team truly believes they can meet or exceed your expectations.
  • We will take the time to listen to you and get a clear understanding of what is important to you in your transaction.
  • We will always be fully transparent, responsive and have your best interest before Cornerstone’s.
  • We will not tell you what you want to hear because it is easy or to gain you as a client- we will tell you our unbiased opinion to allow you to make a well-informed decision.
  • We will not cut corners. We will execute on our proven Assurance 360™ process to bring you the best results we can find in the marketplace.
  • We will do everything we can to ensure confidentiality. We fully recognize there is no reason your employees, competitors, customers, or the general business community should know you are considering selling your business.
  • We will take the time to educate you on your exit options, the sale process, and answer any questions you have at any point in the process.
  • You will have a passionate team that will work relentlessly on your transaction to give you the best chance of maximizing what is important to you specifically in your transaction and help get you to your next best chapter of your life… with the gift of both time and money!

Start typing and press Enter to search