Gladstone Associates, LLC is a full-service M&A Advisory firm with a national footprint. Get to know the people behind Gladstone:
President
Gladstone Associates, LLC.
Philadelphia
Mike serves as President of Gladstone and has more than 20 years of experience in the financial services industry. A 1994 graduate of Temple University, Mike was an Officer of Commerce Bank and Vice President for TD Ameritrade prior to joining Gladstone in 2006. Mike and his team have provided strategic guidance to hundreds of closely-held Advisory businesses and successfully navigated the sale of numerous RIAs up to Billion Dollar+ AUM firms. He focuses on providing timely, objective, and comprehensive business and financial advice to craft specific solutions that balance Clients’ needs while addressing the hard realities of running a successful business.
“When the time comes to monetize & transition the business you have built over a lifetime, engaging with Gladstone will ensure the best terms, structure, cultural match & consideration for you, your team, and your clients.”
Mike serves as President of Gladstone and has more than 20 years of experience in the financial services industry. A 1994 graduate of Temple University, Mike was an Officer of Commerce Bank and Vice President for TD Ameritrade prior to joining Gladstone in 2006. Mike and his team have provided strategic guidance to hundreds of closely-held Advisory businesses and successfully navigated the sale of numerous RIAs up to Billion Dollar+ AUM firms. He focuses on providing timely, objective, and comprehensive business and financial advice to craft specific solutions that balance Clients’ needs while addressing the hard realities of running a successful business.
“When the time comes to monetize & transition the business you have built over a lifetime, engaging with Gladstone will ensure the best terms, structure, cultural match & consideration for you, your team, and your clients.”
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.
© 2023 Gladstone Associates, LLC
