Recognized as a leading Technology & Services practice for middle-market clients, the Technology & Services Investment Banking team includes nearly 50 senior bankers throughout North America and Europe that specialize in delivering premium results across a range of deal types and transaction sizes.

We employ our expansive and deep understanding of the Technology & Services industry to fuel the growth of companies across the application software, financial technology, infrastructure technology, services, and technology-enabled services sectors. In addition to our full suite of investment banking services – which includes mergers and acquisitions, public equities, equity private placement and debt origination – we craft innovative, personalized strategies and leverage our powerful network of industry relationships for the benefit of our clients.

Today, every company is a technology company — especially financial institutions. Whether it is competitive pressure to meet changing customer expectations, evolving compliance requirements, or the desire to save money and improve efficiencies, it is critical that banks and credit unions have clear insight into the state of their technology and their vendors. Cornerstone Advisors combines knowledge gained from our customer engagements, our proprietary Vendor Vault™, and our firsthand experience with leading industry technology vendors to ensure our clients have the right vendor partnerships, technology and processes to be future ready.