As an M&A firm borne out of a retained executive search firm, Gladstone has the know-how to design and execute buy-side engagements that build meaningful pipeline – we get deals closed.
Gladstone Associates, LLC is here to support you through the entire transaction process with our sell-side advisory services. We will conduct deep-dive interviews with all stakeholders, assess financials, create projections and valuation guidance, formulate a comprehensive suitor list, produce a Confidential Information Memorandum (CIM), and execute non-disclosure agreements (NDA’s). We go-to-market discretely and efficiently, always protecting your interests and confidentiality while providing high-level strategic insight and guidance right up to closing.
We offer a comprehensive and tailored plan with viable solutions for strengthening your position during a merger or acquisition. With our decades of experience and executive level strategies, we help both sides lower the risk of unexpected financial and legal complications.
Executive Search: A committed and fully engaged leadership team is crucial to the success of any transition. Oftentimes, a key C-Suite hire, Senior Advisor, Private Banker, Planners, Sales/Marketing Pros, Investment Talent, Operations or Compliance hire can turn the key to explosive growth. Our sibling company, DAK Associates, provides flexible Retained Search expertise designed to identify strengths, barriers, and opportunities, and unleash the potential of your C-suite team.
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
