Meet Our Team

Meet Our M&A Advisors at Gladstone Associates, LLC

Gladstone Associates, LLC is a full-service M&A Advisory firm with a national footprint. Get to know the people behind Gladstone:

Jaime Carvallo

Jaime Carvallo

Senior Advisor
Gladstone Associates, LLC.
New York City

Jaime Carvallo

Senior Advisor, Gladstone Associates LLC

Jaime is a Senior Advisor with over 25 years of experience in the financial services industry. In his current role, Jaime collaborates closely with Gladstone’s Senior Management on business development and execution of selected M&A, valuations, and other strategic advisory engagements.

Prior to Gladstone, Jaime co-founded Park Sutton Advisors, an investment banking boutique based in New York. At Park Sutton Advisors, Jaime focused on middle-market M&A and strategic advisory work in the financial services sector for over 10 years working with asset and wealth managers, broker-dealers, and fund administrators globally, advising on dozens of successful Sell-side and Buy-side engagements.

Prior to Park Sutton Advisors, Jaime spent a decade advising Latin American high-net-worth individuals and families representing over $500 million in assets on behalf of HSBC Private Bank and Citigroup Private Bank.
Jaime holds a Bachelor of Science in Business Administration from the University of Lima, Peru. He also holds a Master of Business Administration in Finance, Marketing, and Strategic Management from The Wharton School of the University of Pennsylvania.

“A seasoned and accomplished Investment Banker balances the Financial, Legal and People aspects of a transaction in a highly strategic manner. The result is a successful win-win for all parties.”

Jaime is a Senior Advisor with over 25 years of experience in the financial services industry. In his current role, Jaime collaborates closely with Gladstone’s Senior Management on business development and execution of selected M&A, valuations, and other strategic advisory engagements.

Prior to Gladstone, Jaime co-founded Park Sutton Advisors, an investment banking boutique based in New York. At Park Sutton Advisors, Jaime focused on middle-market M&A and strategic advisory work in the financial services sector for over 10 years working with asset and wealth managers, broker-dealers, and fund administrators globally, advising on dozens of successful Sell-side and Buy-side engagements.

Prior to Park Sutton Advisors, Jaime spent a decade advising Latin American high-net-worth individuals and families representing over $500 million in assets on behalf of HSBC Private Bank and Citigroup Private Bank.
Jaime holds a Bachelor of Science in Business Administration from the University of Lima, Peru. He also holds a Master of Business Administration in Finance, Marketing, and Strategic Management from The Wharton School of the University of Pennsylvania.

“A seasoned and accomplished Investment Banker balances the Financial, Legal and People aspects of a transaction in a highly strategic manner. The result is a successful win-win for all parties.”