
Gladstone works on a “soft- retainer” basis with our clients ensuring discretion, intense focus, and complete alignment, with a reasonable Success Fee only upon completion.
Sell-side clients are typically RIAs in the $2M- $50M revenue range ($200M-multi$Billion AUM); Buy-side clients are typically $1Billion AUM on up including Serial Acquirers; Mega-RIAs; Banks; Employee Benefits/Insurance/CPA firms; Asset Managers and Private Equity firms. Enterprise clients range up to Global Large Cap financial services entities.
Independent wealth and investment management firms encompassing RIA’s & multi-family offices; Independent Broker- Dealers; Asset Managers; Insurance Companies and Banks.
Gladstone utilizes a proprietary Fair Market value methodology which is based on discounted cash flow modeling supported by our vast private transaction database and analytic modeling, augmented by market factors and Premium/Discount Drivers and KPIs exclusively relevant to the independent RIA Wealth & Investment Management space.
Highly personalized and customized support for firms that are contemplating buying, selling or merging; strategic corporate planning including Valuations, Executive Search, and Strategic Growth Advisory.
Gladstone is based in Philadelphia but services clients nationally.
A confidential, no-charge phone consultation will get you on your way; and Gladstone offers a Readiness Suite for clients in the beginning stages of a transaction as a helpful scorecard for launch.
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.
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