Insights

Premium Client Focus Cornerstone Business Services specializes in serving lower middle market privately held and family-owned businesses with revenues ranging from five million to over one hundred fifty million dollars and EBITDA of at least one million dollars. This indicates a niche market with high-value transactions, presenting opportunities to tailor high-end M&A solutions and premium service packages.

Strong Market Performance The firm boasts an impressive average of ten indications of interest per marketed business and achieves an average price increase of 26 percent over benchmarks, with an 85 percent closing ratio over the past five years. These metrics demonstrate their effectiveness and could be leveraged to attract similar client segments seeking strong deal outcomes.

Recent Client Expansion The recent signing of Cetera, a notable client, highlights the company's ability to secure sizable engagements in the financial advisory sector. This suggests an expanding client base and an opportunity to engage with other financial advisories and professional service firms seeking tailored M&A support.

Technology & Analytical Tools Utilizing advanced tools like HubSpot Analytics, Cloudflare Bot Management, and other digital solutions, Cornerstone demonstrates a tech-savvy approach that can be emphasized when engaging clients looking for high-quality, data-driven M&A services to support informed decision-making.

Leadership & Growth Recent leadership hires, including vice presidents, and ongoing client acquisitions signal a strategic focus on growth and expertise enhancement. This outlook can be appealing to prospective clients seeking experienced advisors committed to delivering specialized, high-touch M&A services.

Cornerstone Business Services, Inc. Tech Stack

Cornerstone Business Services, Inc. uses 8 technology products and services including HubSpot Analytics, WooCommerce, Google Fonts API, and more. Explore Cornerstone Business Services, Inc.'s tech stack below.

  • HubSpot Analytics
    Analytics
  • WooCommerce
    E-commerce
  • Google Fonts API
    Font Scripts
  • JSON-LD
    Javascript Frameworks
  • Modernizr
    Javascript Libraries
  • Google Maps
    Maps
  • HubSpot
    Marketing Automation
  • X-XSS-Protection
    Security

Cornerstone Business Services, Inc.'s Email Address Formats

Cornerstone Business Services, Inc. uses at least 1 format(s):
Cornerstone Business Services, Inc. Email FormatsExamplePercentage
FLast@cornerstone-business.comJDoe@cornerstone-business.com
38%
Last@cornerstone-business.comDoe@cornerstone-business.com
22%
FirstLast@cornerstone-business.comJohnDoe@cornerstone-business.com
2%
FLast@cornerstone-business.comJDoe@cornerstone-business.com
38%

Frequently Asked Questions

Where is Cornerstone Business Services, Inc.'s headquarters located?

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Cornerstone Business Services, Inc.'s main headquarters is located at 200 S. Washington St., Suite 205, Green Bay, Wisconsin 54301, US. The company has employees across 2 continents, including North AmericaEurope.

What is Cornerstone Business Services, Inc.'s phone number?

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You can contact Cornerstone Business Services, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Cornerstone Business Services, Inc.'s official website and social media links?

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Cornerstone Business Services, Inc.'s official website is cornerstone-business.com and has social profiles on LinkedIn.

How much revenue does Cornerstone Business Services, Inc. generate?

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As of October 2025, Cornerstone Business Services, Inc.'s annual revenue is estimated to be $2.5M.

What is Cornerstone Business Services, Inc.'s SIC code NAICS code?

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Cornerstone Business Services, Inc.'s SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52311 - Investment Banking and Securities Dealing.

How many employees does Cornerstone Business Services, Inc. have currently?

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As of October 2025, Cornerstone Business Services, Inc. has approximately 24 employees across 2 continents, including North AmericaEurope. Key team members include President & Ceo: P. G. J. D.Owner: P. S.Owner: C. P.. Explore Cornerstone Business Services, Inc.'s employee directory with LeadIQ.

What industry does Cornerstone Business Services, Inc. belong to?

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Cornerstone Business Services, Inc. operates in the Investment Banking industry.

What technology does Cornerstone Business Services, Inc. use?

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Cornerstone Business Services, Inc.'s tech stack includes HubSpot AnalyticsWooCommerceGoogle Fonts APIJSON-LDModernizrGoogle MapsHubSpotX-XSS-Protection.

What is Cornerstone Business Services, Inc.'s email format?

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Cornerstone Business Services, Inc.'s email format typically follows the pattern of FLast@cornerstone-business.com. Find more Cornerstone Business Services, Inc. email formats with LeadIQ.

When was Cornerstone Business Services, Inc. founded?

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Cornerstone Business Services, Inc. was founded in 2001.

Cornerstone Business Services, Inc.

Investment BankingUnited States11-50 Employees

WHO WE ARE: Cornerstone is a boutique investment banking firm providing concierge service not offered by business brokers. We help businesses in the lower middle market maximize value through high quality M&A services to a limited clientele.

WHAT WE DO: Our Sell-Side Services help you maximize the value of your business and increase your chance of selling so you can achieve peace of mind by regaining control of your time and turning your sweat equity into real dollars.  We do this by executing on our proprietary Assurance 360 process which creates “POMO”.  The Power of Multiple Offers gives the seller the advantage and changes the market forces to their favor.

Our Buy-Side Services design acquisition strategies to create proprietary deal flow and facilitate the purchasing process from intent to the closing table for businesses and private equity firms.

Our Fair Market Analysis provides a credible and realistic understanding of the value of your business in today’s marketplace so you can make a well-informed decision.

WHO WE WORK WITH: We specialize in lower/middle market privately held/family-owned businesses with revenues $5 Million to $150 Million+ and/or minimum EBITDA of $1.0 Million.

HOW WE DO IT: We offer true partnerships to our limited clientele. We start by listening; we analyze your business and identify your goals before we build a strategy to be sure we can meet your needs, financially and emotionally.

THE RESULT: When you partner with Cornerstone you receive the best M&A service available in the lower middle market.

In 2024, we averaged 10 indications of interest per business marketed and received an average price increase of 26% over benchmark. Our closing ratio the last 5 years averaged 85% vs the national average of 20%--30%.

CONNECT WITH US: Email Scott directly at sbushkie@cornerstone-business.com, visit us online at cornerstone-business.com, or call directly at 920-436-9890.

Section iconCompany Overview

Headquarters
200 S. Washington St., Suite 205, Green Bay, Wisconsin 54301, US
Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52311 - Investment Banking and Securities Dealing
Founded
2001
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    Cornerstone Business Services, Inc.'s revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Cornerstone Business Services, Inc.'s revenue is estimated to be in the range of $25M$50M

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