Cornerstone Advisors Acquires Maple Street

Cornerstone Advisors Acquires BankSmart

July 12, 2023

Professional Services

Cornerstone Advisors, a management and technology consultancy for banks, credit unions and fintechs, has acquired BankSmart, a boutique consulting firm specializing in bank operations, vendor selection, project management and payments. Cornerstone said it will integrate BankSmart’s team and its "SmartKits" operational tools into Cornerstone’s product suite to expand services and deliver new products to community-focused financial institutions nationwide.

Cornerstone Advisors Acquires Next Step, Inc.

December 7, 2021

Consulting

Cornerstone Advisors, a Scottsdale-based management and technology consulting firm and portfolio company of Altamont Capital Partners, has acquired Orlando-based Next Step, Inc., a specialist professional services team serving banks and credit unions. The acquisition is an add-on to Cornerstone that expands its core banking systems, implementation and contract negotiation capabilities to better serve mid-size financial institutions.

Investor Group Services Acquires Maple Street Advisors

March 15, 2024

Consulting

Investor Group Services (IGS) has acquired Maple Street Advisors, a pricing strategy and go-to-market consultancy that serves private equity investors and their portfolio companies. The deal brings Maple Street’s pricing, market analytics, and sales execution expertise into IGS’s growth consulting platform, with the entire Maple Street team joining IGS to expand its value-creation capabilities.

Pathstone Acquires Cornerstone Advisors Inc.

July 30, 2020

Wealth Management

Pathstone, a partner-owned multigenerational family office, has acquired Cornerstone Advisors Inc., a Bellevue, Washington-based wealth and lifestyle management firm. The combination adds Cornerstone's ~$4 billion AUM and ~65 employees to Pathstone, expanding capabilities, scale and partner ownership across the combined firm (roughly 200 employees across nine offices and ~$20 billion in advisory assets).

Cornerstone Advisors Acquires Coastline Analytics

August 31, 2021

Data & Analytics

Cornerstone Advisors, a Scottsdale-based management and technology consulting firm, has acquired Coastline Analytics, a Florida-based advanced analytics consultancy focused on community banks and credit unions. Coastline co-founder Steven Simpson joins Cornerstone to lead its Data Science Division as the firm expands its analytics, machine learning, and data science capabilities for financial services clients.

Piper Sandler Acquires Cornerstone Macro

February 7, 2022

Financial Services

Piper Sandler Companies has completed the acquisition of Cornerstone Macro, a specialist macro research and equity derivatives trading firm. Cornerstone Macro will operate as Piper Sandler & Co.'s macro research team, augmenting the firm's single-stock coverage and research capabilities.