M & A

We assist you in getting the most out of mergers and acquisitions by focusing on achieving the value drivers inherent in the underlying combination.

M&A Advisory

There are many variables to consider when your organization is looking to merge with or acquire another institution. Our broad-based strategy, technology and operations consulting practice combined with our vast network of business relationships will assist your organization in finding potential candidates for a merger, acquisition or joint venture partnership. We can help you perform the necessary due diligence to ensure that the resulting strategic and operational synergies are in the best long-term interest of your organization.

M&A Integration

Once a deal is struck, we assist you in achieving strategic and operational synergies by leveraging our deep expertise and intellectual property gained through years of merger integration experience. The scope of this experience spans your entire organization and integration program, including operational and business best practices for a much larger organization, technology conversion, including vendor oversight support, HR and organizational design and communications planning and execution.

Let us help you drive value through proven M&A strategies.

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How can we help you become Smarter in M&A?


Development of a joint strategy plan, identifying the strategic capabilities of a much larger organization, especially during the early stages of the merger.


Leverage broad and deep experience across core and ancillary system implementations to avoid setbacks and pitfalls in a merger technical conversion.


Deepen vendor knowledge to help define the best solutions for a combined organization, including our Contract Vault, to drive vendor contract cost savings.


Provide best practices leveraging data to identify value creation opportunities and subsequently the operational and integration requirements to achieve those opportunities.


Gain access to our expertise on how to best achieve the promise of economies of scale in terms of process redesign, organizational alignment and automation.


Utilize our change management expertise in communications, organizational design, education / learning and employee engagement to retain top talent and increase staff performance.

Solution Manager

Vincent Hui brings to Cornerstone Advisors nearly 25 years of experience in the financial services industry, where he has served

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Successfully Executing a Merger of Equals

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Unlocking Operating Efficiency in Mergers

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