Cornerstone Business Services, Inc.

Investment BankingWisconsin, United States11-50 Employees

Cornerstone Business Services, Inc. is a boutique investment banking firm based in Green Bay, Wisconsin, focused on helping the lower middle market with M&A transactions. It serves privately held and family-owned businesses within a defined size range, aiming to maximize value for a limited clientele through sell-side and buy-side services, supported by a fair market analysis. On the sell side, it uses its Assurance 360 process to create multiple-offer scenarios, while on the buy side it designs acquisition strategies for buyers, including private equity firms. The firm targets lower-middle-market companies with revenues roughly between $5 million and $150 million-plus and at least $1 million in EBITDA. In 2024, it reported averaging about 10 indications of interest per marketed business, an average price increase of about 26% over benchmark, and an 85% five-year closing ratio. In 2026, Cameron Karlen, CFA, the firm's Managing Director of Valuations, was named to Insight Publications' 40 Under 40 list.

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