Cornerstone Advisors Overview

  • Service
  • Management Consultants

  • Year Founded
  • 2002

Year Founded

  • Employees
  • 220

Employees

  • Serviced Companies
  • 3

  • Serviced Deals
  • 3

  • Serviced Investors
  • 1

Cornerstone Advisors General Information

Description

Established in 2002, Cornerstone Advisors is a Management Consulting Firm based in Scottsdale, Arizona. The firm has delivered solutions to build smarter banks, credit unions, and fintechs. The firm's services range from technology systems selection and implementation to contract negotiations, performance improvement, vendor management, strategic planning, and merger and acquisition services. The firm combines its industry expertise with proprietary data and research to help financial institutions thrive in a challenging environment. The company also works with private equity firms to unlock strategic value across the full investment lifecycle. From due diligence and product assessments to post-investment optimization and positioning, the firm team delivers deep industry expertise, an independent lens, and actionable insights. The firm helps PE firms make informed investment decisions and empowers portfolio companies to thrive in the competitive financial services landscape.

Contact Information

Year Founded
2002
Service Provider Type
Management Consultants
Corporate Office
  • 7272 East Indian School Road
  • Suite 400
  • Scottsdale, AZ 85251
  • United States
+1 (480)

Cornerstone Advisors Services to Companies

Service on a Deal (3)

Cornerstone Advisors has provided services on 3 deals. It last acted as a general advisor to Firefly Credit Union on a . The deal was made in 2021.

Company Name Service Provided Deal Date Deal Type Deal Amount
Firefly Credit Union Advisor: General Jan 2021
CenterState Bank Advisor: General Jun 2020
MainSource Advisor: General Apr 2018
To view Cornerstone Advisors’s complete services to companies history, request access »

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Cornerstone Advisors Services to Investors

Service on a Deal — Buy Side (1)

Cornerstone Advisors has provided buy side services on 1 deal. It last acted as a general advisor to CommerceOne on a . The deal was made in 2025.

Investor Name Service Provided Deal Date Deal Type Deal Amount
CommerceOne Advisor: General Nov 2025
To view Cornerstone Advisors’s complete services on a deal — buy side history, request access »

Cornerstone Advisors Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Cornerstone Advisors FAQs

  • When was Cornerstone Advisors founded?

    Cornerstone Advisors was founded in 2002.

  • Where is Cornerstone Advisors headquartered?

    Cornerstone Advisors is headquartered in Scottsdale, AZ.

  • What is the size of Cornerstone Advisors?

    Cornerstone Advisors total number of employees/professionals is 220.

  • What service provider type is Cornerstone Advisors?

    Cornerstone Advisors's service provider type is Management Consultants.

  • What companies has Cornerstone Advisors invested in or acquired?

    Cornerstone Advisors has invested in or acquired companies like Maple Street, BankSmart, and Next Step (Orlando).

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