Our Company

Cornerstone Capital Advisors is a Full-Service Corporate Finance Advisory.

We offer a comprehensive array of financial products and services unique to each client to help develop a strategy that works for the client’s company and the specific transaction at hand.

We work with growth-oriented companies that are looking to expand but may not have the right solutions to make it happen. The expansion can be through different structures such as:

  • Mergers and Acquisitions
  • Commercial Real Estate Acquisitions
  • Working Capital Needs

Our mission is to utilize our extensive knowledge as seasoned accountants and financial consultants, and to analyze each company's inner workings and finances in order to create individualized strategies for the right financing.

After 21 years in the business, we have closed more than a half a billion dollars in loans both large and small. Loans as small as 500,000 and as large as 150 million. In addition we have garnered a large array of relationships with banks, bankers, finance companies, and private equity investors. We know the players in the business and have fostered strong relationships with them.

By acting with integrity and humility, we have earned trust and loyalty amongst our financial partners. Every decision we make, and every action we take has one overriding purpose: To be in your corner when you need us.

Our Company

three glass skyscrapers

From the Desk of the CEO

My first few years out of college I spent working in public accounting employed for an international firm known today as Price Waterhouse Coopers in their emerging business services (EBS) where I gained my experience in financial statement analysis and accounting systems.

After my stint in Public Accounting, I was hired as a CFO for a large children's clothing manufacturer. There, I built an accounting system from scratch, implementing software for accounting and inventory tracking. After several years as a CFO, I decided to scratch my entrepreneurial itch and venture out on my own. 

I started my own niche, specializing in functional clothing for the elderly. Here is where I learned all about business. I took my expertise in accounting and finance and applied it to my own business. My experience helped, but what I learned on the street in my daily operations as a startup company taught me lessons and strategy that I never could have accomplished anywhere else, be it in academics or in the workforce. Areas such as bootstrapping, banking relations, sales techniques, production and costing.

I decided that it was time to give back. I wanted to take all my experience and my expertise, my ups and downs, my trials and tribulations, and use it to help the struggling company, help the fledgling entrepreneur, the individual who has the drive but not the resources. With this in mind, I successfully built up my company over 21 years - Cornerstone Capital Advisors, an advisory company with a specialty in finance and capital markets. 

We now work with growth companies, as well as turnarounds. With companies that are growing so fast that they need additional funding to keep up with the pace. As well as on the flip side, with companies that are turning downwards but have the knowledge and understanding to be able to turn around.

Call Us

954-434-1296

Location

5599 South University Dr., Suite 205
Davie, FL 33328