Merger & Acquisition

We are fiercely vertical in financial services. Our industry expertise provides customized advice and frees our clients from operational disruption.

Buy-Side Advisory

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.

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Sell-Side Advisory

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.

Merger & Succession Guidance/ Executive Search

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.