- Two East Coast credit unions of similar size and market area – Merger Assessment to assist the boards of directors in understanding the pros and cons of a merged institution
- Northeast credit union ($700 million) – Facilitation of Exploratory Discussions between the boards of two credit unions to help them determine if a merger made sense
- Acquisition of a $600 million bank by a $10 billion regional bank – Merger Integration Services, including creation of a technology integration plan and oversight of the smaller bank's conversion to the larger bank's core system. Cornerstone also worked with merger integration process teams responsible for back and front office integration, transition planning and integration project management
- Two merging Midwest regional banks – Core system assessment to determine which core system could best meet the needs of the new $14 billion bank. Cornerstone also conducted a business needs and technology assessment and provided contract negotiation assistance
- Publicly held East Coast bank resulting from the merger of two smaller institutions ($1.6 billion) – Merger Integration Services, including provision of a comprehensive merger integration plan that addressed organization, processes, products and technology systems
- $250 million credit union acquiring a $70 million institution – Comprehensive Technology Assessment covering core, ancillary, telephone and infrastructure systems with recommended technology integration path for the combined institutions
- Two Midwest banks merging into a $1.4 billion bank – Assessment of short-term integration requirements as well as a long-term technology plan for the combined institution
- Southeast credit union ($3.2 billion) – Merger Integration and Technology Conversion Consultant overseeing all organization and technology integration initiatives for two $1B+ credit unions
- West Coast bank acquisition ($8 billion) – Merger Integration, System Selection and Conversion Consultant in the acquisition of a $2.5 billion California bank by the North American division of a major international financial institution
- Northwest regional bank ($4.5 billion) – Integration and Technology Conversion Consultant in the acquisition of a $400 million community bank by a much larger Washington state commercial bank
