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

GonzoBanker Credit Union Enterprise Risk Management Roundtable 2017

  Join experts from Cornerstone Advisors in an open group discussion about how credit union…

Upcoming Events

CUES School of Enterprise Risk Management™

Speakers: Brad Smith, Managing Director, Cornerstone Advisors, Vincent Hui, Senior Director, Cornerstone Advisors Designed for…

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

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