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.
Join us at the Gladstone Mergers & Acquisitions Symposium, co-sponsored by Gladstone Group and TradePMR, featuring:
Date/Time: January 22nd 2024 from 12-6pm
Location: 4th Floor, The Cosmopolitan, Las Vegas, NV
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
