Gladstone Associates, LLC is a full-service M&A Advisory firm with a national footprint. Get to know the people behind Gladstone:
Analyst
Gladstone Associates, LLC.
Philadelphia
Lucas serves as an Analyst for Gladstone, where he is responsible for Research, Financial Modeling and Company Valuations. Prior to Gladstone, Lucas gained experience while working at FS Investments and Cigna Healthcare. Lucas graduated from Drexel University with a Bachelor’s of Science in Finance in 2019 (Cum Laude), and came to Gladstone’s attention as a participant in the Gladstone/ Drexel Co-op program.
“Mastering and integrating spread sheets, P&L’s and Balance Sheets while harboring technology will ensure a successful outcome; but truly listening to clients helps to add value to Valuations.”
Lucas serves as an Analyst for Gladstone, where he is responsible for Research, Financial Modeling and Company Valuations. Prior to Gladstone, Lucas gained experience while working at FS Investments and Cigna Healthcare. Lucas graduated from Drexel University with a Bachelor’s of Science in Finance in 2019 (Cum Laude), and came to Gladstone’s attention as a participant in the Gladstone/ Drexel Co-op program.
“Mastering and integrating spread sheets, P&L’s and Balance Sheets while harboring technology will ensure a successful outcome; but truly listening to clients helps to add value to Valuations.”
Network. Learn. Grow.
Gladstone Group’s Annual M&A Conference is the wealth management industry’s premier event for successful Registered Investment Advisors who want to learn more about how to surpass their firm’s goals via a merger or acquisition.
The audience is RIAs, the format is engaging, and the business opportunities are plentiful.
Gladstone’s Sr Managing Director Derek Bruton conducts incisive interviews with industry notables in the ‘Can You Hold My Attention’ series
RIA Wealth Managers, Fin/WealthTech, Private Equity Funds, Banks & Insurance Cos, Money Managers and Family Offices recognize that having the best advice and representation is critical to achieving success.
Whether you were referred by a trusted colleague or simply doing preliminary research, we look forward to learning more about your business and providing a no-cost initial consultation to find out if our skills match your needs.
Please connect with us today and we’ll be happy to have a confidential discussion.
Information presented on this website is not intended as tax or legal advice. You are encouraged to seek tax or legal advice from a qualified professional.
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