Insights

Strong Market Position Cornerstone Business Services operates in the lower middle market investment banking sector, specializing in businesses with revenues between five million and one hundred fifty million dollars. Its high closing ratio and significant average price increase demonstrate a proven track record, indicating its ability to attract and serve high-value clients effectively.

Expanding Client Portfolio Recent high-profile client acquisitions, such as Cetera, suggest active business development efforts and a growing client base. This demonstrates ongoing market demand, presenting opportunities to upsell related advisory and financial services or deepen existing client relationships.

Technology Utilization Utilizing a modern tech stack including HubSpot, Google Maps, and WooCommerce enhances client engagement, lead management, and digital marketing efforts. These tools support scalable outreach strategies, offering a pathway for tailored sales approaches targeting similar firms.

Financial Health & Growth With annual revenue between twenty-five to fifty million dollars and an impressive average deal price increase, Cornerstone is financially robust and growing. This financial strength can be leveraged to cross-sell specialized M&A services or customized financial consulting to its existing clientele.

Industry Expertise & Partnerships Specializing in lower middle market businesses and offering personalized, concierge services positions Cornerstone as a trusted advisor. Engaging with their ecosystem can open doors to strategic partnerships, joint ventures, and referrals from other professional service providers in the sector.

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
39%
Last@cornerstone-business.comDoe@cornerstone-business.com
21%
FirstLast@cornerstone-business.comJohnDoe@cornerstone-business.com
1%
FLast@cornerstone-business.comJDoe@cornerstone-business.com
39%

Frequently Asked Questions

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

Minus sign iconPlus sign icon
Cornerstone Business Services, Inc.'s main headquarters is located at 200 South Washington Street Suite 205 Green Bay, Wisconsin 54301 United States. The company has employees across 1 continents, including North America.

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

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
As of February 2026, Cornerstone Business Services, Inc.'s annual revenue is estimated to be $2.5M.

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

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
As of February 2026, Cornerstone Business Services, Inc. has approximately 24 employees across 1 continents, including North America. 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?

Minus sign iconPlus sign icon
Cornerstone Business Services, Inc. operates in the Investment Banking industry.

What technology does Cornerstone Business Services, Inc. use?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
Cornerstone Business Services, Inc. was founded in 2001.

Cornerstone Business Services, Inc.

Investment BankingWisconsin, United 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 South Washington Street Suite 205 Green Bay, Wisconsin 54301 United States
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

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.