SAVE THE DATE
Gladstone 2027 M&A Conference
May 4–6, 2027 | Four Seasons Philadelphia
Registration details coming soon!
For M&A: 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.
For Talent Search: Gladstone works on a flat fee retainer basis, providing fair and transparent pricing
For Valuations: Gladstone has extremely competitive fee structure for the industries most comprehensive valuations.
For Strategic Growth Consulting: Each project is customized to the engagement, providing deep-dive excellent advice far more quickly and reasonably than the Big Box providers.
Sell-side clients are typically RIAs, Asset Manager, and WealthTech firms in the $2M- $50M revenue range ($200M-5$Billion AUM). Enterprise clients range up to Global Large Cap financial services entities.
Talent Search clients range from Boutique firms on up to Global Large Cap Financial Entities encompassing Wealth Management, Asset Management, Institutional Providers and WealthTech firms.
Valuation clients include RIAs, Independent Broker Dealers, Asset Manager, WealthTech firms and holding companies.
Strategic Growth Consulting clients include small, mid, and large-cap Wealth Managers, Asset Managers, WealthTech firms and large financial institutions.
Independent wealth and investment management firms encompassing RIA’s & multi-family offices; Independent Broker- Dealers; Asset Managers; Mega-RIAs; Banks; Employee Benefits/Insurance/CPA firms; Asset Managers and Private Equity firms.
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.
Gladstone is based in Philadelphia with an office in San Diego and serves clients nationally.
A confidential, no-charge phone consultation will get you on your way. Please fill out the Contact Us form or pick up the phone and you’ll get right through.
