Cornerstone Business Services, Inc, a boutique
Investment Banking firm providing strategic consulting, valuation, and mergers &
acquisitions services to lower middle market privately held/family-owned
businesses, has deployed DealCloud.
“After a thorough search of multiple possible CRMs to
replace Salesforce we chose DealCloud as the best fit for our team,” says Scott
Bushkie, Managing Partner and Founder of Cornerstone. “The technology they have
built is well-ahead of the other CRMs. We believe it will make us more
productive and efficient as a company. Ultimately, it will allow Cornerstone be
more successful and better serve our clients.”
On the sell-side, Cornerstone works closely with business owners
to maximize the value of a business and increase the chance of closed,
successful transaction. On the buy-side, Cornerstone designs acquisition
strategies to create proprietary deal flow and facilitate the purchasing
process from intent to the closing table for businesses and private equity
“One needs only to look at Cornerstone Business Services’ long list of tombstones to see that they are an extremely active player in the lower to middle market segment of U.S. M&A,” says Ben Harrison, DealCloud’s Chief Revenue Officer. “We’re proud to provide the Cornerstone team with a purpose-built technology backbone that will help drive increased success for their firm and meaningful outcomes for their clients.”
About Cornerstone Business Services, Inc.
Cornerstone Business Services, Inc. is a boutique Investment Banking firm providing strategic consulting, valuation, and mergers & acquisitions services to lower middle market privately held/family-owned businesses. The firm caters to a variety of industries to include manufacturing, service, distribution, petroleum industries, oil & gas, professional services, and logistics. Cornerstone was founded in 2001 and is based in Green Bay, Wisconsin with additional offices in Iowa and California. For more information, visit www.cornerstone-business.com.
DealCloud, an Intapp company, provides a single-source deal, relationship, and fund management platform to enable over 600 clients to power their deal-making process from strategy to origination to execution. We offer fully configurable solutions purpose-built for the complex relationships and structures of private equity and growth capital firms, investment banks, private and publicly traded companies, debt capital providers, and other investors. For more information, visit www.dealcloud.com.