Mergers & Acquisitions

Drive measurable value creation through proven M&A strategies

 

Cornerstone provides services that drive measurable value creation through M&A strategies. Every merger contains strategic and financial “promises” that define the ultimate success of the transaction. We ensure those promises are kept with our deep industry expertise and merger framework.

Benefits to You


Identify M&A opportunities that best fit your strategic vision.


Explore mergers confidentially to assess strategic fit and value creation potential, ensuring the right deal is negotiated.


Quickly develop a unified vision including leadership and governance, brand strategy, risk appetite and technology platforms


Aggressively manage vendor contracts to achieve optimal financial and business results


Integrate brand, products, channels, people, process and technology in a manner that creates the most competitive financial institution while minimizing customer disruption.


Proactively manage all regulatory challenges and operating risks related to merging the organizations


Receive continuous executive and board level dashboard reports to ensure proper merger oversight

Upcoming Events

Webinar: Best Practices in Contract Negotiations for Mergers & Acquisitions

Following staff, third party vendor contracts are the largest single expense in a bank -…

Acquire or be Acquired Conference

Widely regarded as the premier bank M&A conference, Bank Director’s 23rd annual Acquire or Be Acquired Conference focuses on banks seeking to make deals - many as hopeful buyers, and some, as potential sellers.

Mergers are Like Marriage

While some elopements last, step-by-step courtship helps combined credit unions deliver on their union's promise.

Cornerstone Difference


Cornerstone brings its hands-on knowledge and senior expertise in strategy, operational best practices, technology and vendor contract negotiations to the table in a single integrated solution.


Cornerstone unlocks financial value early in the merger process through its industry-leading contract negotiation efforts and continues to drive value through facilities and staffing alignments, non-interest expense reductions and future revenue enhancement strategies.


Our seasoned group of banking executives and technology specialists take ownership for driving value creation in the merger process

Meet the Team

Vincent Hui specializes in strategic planning and leads the Merger & Acquisition and Risk Management practices for Cornerstone Advisors. Vincent’s

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Steve Williams is a founder of Cornerstone Advisors and leads the firm's Strategic Planning practice. Steve's prior experience includes being

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Vincent Hui specializes in strategic planning and leads the Merger & Acquisition and Risk Management practices for Cornerstone Advisors. Vincent’s

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