Cameron Karlen

Managing Director, Valuations

Cornerstone Business Services

Joined: 2023

Office Phone:

(920) 436-9890


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Bio

Cameron joined Cornerstone Business Services in 2023 as the Managing Director of Valuation Services. As Director of Valuation Services, Cameron is chiefly responsible for performing all valuation analysis for private, closely held businesses and their respective ownership interests. Serving as one of the initial touchpoints on our Assurance 360 process, his primary focus is not only to comprehend the intricacies of each business but to also deeply understand the broader objectives and personal goals that each client aims to achieve in a sell-side engagement, which often transcend simply the headline purchase price. Prior to joining CBS, Cameron spent 7 years at a top-20 accounting firm specializing in business valuations, valuation analysis, and sale and purchase assistance for companies in a variety of industries. Further, Cameron also became a licensed investment banker in 2020, gaining experience as an analyst and vice president on several live transactions. Cameron graduated summa cum laude from the University of Wisconsin – Milwaukee in 2016 with a degree in finance and a certificate in investment management, and achieved the Chartered Financial Analyst (CFA) designation in 2020. Finally, Cameron finds immense joy in spending time with his wife and four children, as well as indulging in all the beauty and fun that Wisconsin has to offer.

Education