Portfolio
Cornerstone Advisors
In 2020, we made an investment in Cornerstone Advisors, a premier management and technology consulting firm serving banks, credit unions, FinTech and investors
Vision
Transform a high-performing boutique firm into a scaled, full-service consulting platform through investments in talent, systems, client delivery and strategic M&A.
Transform
Established the operational foundation for sustainable growth
- Developed standardized playbooks and templates to improve consistency and quality of client delivery
- Built a junior talent program from the ground up to increase efficiency and support sustainable growth
- Established a professional sales organization and implemented a disciplined account management framework
- Modernized core IT systems to better position for growth and enhance visibility into performance
Scale
Partnered with management to scale the business across multiple fronts
- New service offerings expanded client solutions and established recurring revenue streams
- Purpose-built talent operating model tripled senior team’s capacity
- Revamped sales and account management teams drove double-digit annual growth
- Programmatic M&A playbook enabled four add-on acquisitions and cemented Cornerstone’s reputation as an acquirer of choice
Results
- ~2.5x Revenue growth
- ~3x EBITDA growth
- ~3x Employee growth