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.

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