Cornerstone Partners with Pathstone: A Formidable Combination

So pleased to have served as the exclusive financial advisor to Cornerstone on its sale to Pathstone. The combination of the two firms leverages the talents of 200 employees across 9 offices, representing $20+ billion in total advisory assets as of July 2020.

The deal team was led by Liz Nesvold, Managing Director and Head of Asset & Wealth Management Investment Banking, and Jeff Brand, Managing Director, Asset & Wealth Management Investment Banking, along with colleagues Brendan Cunningham and Geoff Newman. Thanks to our friends at Lovell Minnick Partners, sponsor to Pathstone, and our incredibly collaborative counsel – DLA Piper as legal counsel to Cornerstone and Alston & Bird as legal counsel to Pathstone.