M&A and strategic advisory for technology founders

Cornerstone Pacific Capital is a California–based boutique advisory firm helping software and tech-enabled service founders prepare for what's next—get transaction ready, accelerate growth, and make smarter technology and capital decisions

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What we do

Exit readiness & value acceleration

Get transaction ready with financial, operational, and technology improvements that boost valuation and reduce diligence risk.

Technology, growth & M&A advisory

Navigate digital transformation, AI automation, and platform scaling with expert guidance. Execute mergers, acquisitions, and strategic partnerships with confidence.

Capital introduction & partnerships

Connect with investors and strategic partners focused on software and tech-enabled services.

How Cornerstone Pacific Capital works

The firm operates as a focused, partner-level advisory shop, taking on a limited number of clients at a time. Engagements are tailored to each company's stage, objectives and transaction timeline.

  • Partner-led advisory with senior involvement on every engagement
  • Limited client roster for focused, tailored support
  • Collaborative approach working alongside your legal, tax, and financial advisors
  • Discreet, relationship-driven process from strategy to execution

Who we work with

  • Founders and leaders of software and tech-enabled service companies (SaaS, B2B platforms, AI/data/analytics)
  • Investors seeking technology acquisitions or roll-up opportunities
  • Businesses planning exits, recapitalizations, or major growth events within 1-5 years
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What we focus on

  • Mid-market technology companies ($5-$50M revenue range)
  • Software and tech-enabled services (SaaS, platforms, automation, AI)
  • Practical improvements that drive measurable outcomes—higher valuations, smoother transactions, stronger growth positioning

Learn more about our services

Exit readiness and value acceleration M&A advisory Technology & growth advisory Capital introduction & partnerships

Exit readiness & value acceleration

Prepare your business for a premium exit with cleaner financials, stronger operations, and a clearer growth story

M&A advisory

Run a structured, founder-friendly M&A process from strategy and buyer outreach through negotiation and closing

Technology & growth advisory

Align your technology, data, and AI roadmap with the next major strategic event or transaction

Capital introduction & partnerships

Connect with investors and strategic partners in software and tech-enabled services

Exit readiness & value acceleration

We help technology companies enter the market prepared—we assess financial reporting, technology infrastructure, operational processes, and growth metrics to identify gaps that create deal friction.

We understand what improves valuation, and what creates problems during buyer diligence.

Our focus is practical improvements in the 12-18 months before a sale—better financial controls, cleaner data, documented processes, and clear growth stories. The goal is straightforward: enter negotiations with a business buyer's trust, command better valuations, and close deals faster with fewer surprises.

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M&A advisory

We ensure you don't leave value on the table as a seller, or overpaying and underperforming as a buyer. On the sell-side, we position your business, identify and approach potential acquirers, manage competitive processes, and negotiate terms that maximize value. On the buy-side, we source targets aligned with your strategy, conduct commercial and technical diligence, and structure deals that create genuine strategic advantage.

Our hands-on approach brings transaction experience, industry knowledge, and a network of buyers, sellers, and advisors to every engagement. The outcome: successful exits at premium valuations for sellers, and strategic acquisitions that drive growth and deliver projected synergies for buyers.

Explore M&A opportunities

Technology & growth advisory

Growing technology companies struggle to prioritize technology investments—often pursuing the latest trends without clear business outcomes, or maintaining legacy systems that constrain scalability and competitive positioning. We provide strategic advise to technology companies on digital transformation, AI adoption, and platform decisions that support scalable growth.

Whether modernizing legacy systems, implementing automation, or building new capabilities, we help navigate on what to prioritize, how to execute, and which solutions align with your business model and growth trajectory. The outcome: practical technology investments that deliver measurable results—improved efficiency, enhanced customer experiences, faster time-to-market, and stronger competitive positioning as you scale.

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Capital introduction & partnerships

We work with a network of investors, venture capital firms, and strategic partners focused on technology companies. When appropriate, we facilitate introductions between companies seeking capital and investors seeking opportunities in AI, automation, and tech-enabled services.

In select cases where there's strong strategic alignment, we may participate as co-investors alongside our partners. This keeps us aligned with the companies we advise while giving us direct insight into the challenges and opportunities facing growing technology businesses.

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Why technology companies choose us

  • Senior, partner-level involvement on every engagement
  • Deep understanding of software and tech‑enabled services, including AI‑driven automation and platform design
  • Network of investors, strategic buyers, and specialist advisers in technology transactions

Ready for a confidential conversation?

All conversations with Cornerstone Pacific Capital are confidential, and engagements are led at a partner-level. Share a brief overview of your situation, and the team will follow up within one to two business days.