Piper Sandler Acquires Cornerstone Macro

Oxford Economics Acquires Majority Stake in Alpine Macro

June 25, 2025

Financial Services

Oxford Economics has acquired a majority stake in Alpine Macro, a Montreal-based investment research firm founded in 2017. The deal combines Oxford Economics' macroeconomic capabilities with Alpine Macro's market-focused investment research to deepen research capabilities, accelerate global expansion, and deliver enhanced, AI-enabled research products to institutional clients; financial terms were not disclosed.

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 Maple Street

March 5, 2024

Professional Services

Cornerstone Advisors, a management and technology consultancy for banks, credit unions and fintechs, has completed its acquisition of Maple Street, an Orlando-based provider of vendor management solutions delivered through its Vendor Advantage System. The deal expands Cornerstone's capabilities by adding enterprise-wide vendor lifecycle management, vendor risk and cost-reduction services for community banks and credit unions.

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.

Altamont Capital Partners Invests in Cornerstone Advisors

October 2, 2020

Professional Services

Altamont Capital Partners made an equity investment in Cornerstone Advisors, a Scottsdale-based provider of advisory services to mid-size banks and credit unions. The founders Scott Sommer and Steve Williams remain as CEO and President, and the capital will support Cornerstone’s investments in employees, data-powered offerings and internal infrastructure to accelerate growth.

Princeton Bancorp Acquires Cornerstone Financial Corporation

January 18, 2024

Financial Services

Princeton Bancorp, Inc., the parent of The Bank of Princeton, agreed to acquire Cornerstone Financial Corporation, the holding company of Cornerstone Bank, in a stock-and-cash merger valued at approximately $17.9 million. The deal, approved by both boards, will add Cornerstone’s ~ $321 million in assets and six branch locations to Princeton’s footprint in southern New Jersey and is expected to close in mid-2024 pending regulatory and shareholder approvals.