• We are fiercely
    vertical in the financial services space.

    Our industry expertise provides customized advice
    and frees our clients from operational disruption.

    more about us ›

  • We have
    real world

    Our firm is run by financial services professionals with
    decades of experience in transaction & business advisory.

    more about us ›

  • “Gladstone’s
    advice was

    Gladstone has assembled a comprehensive team of Business Advisors,
    as well as Legal, Tax and Valuation experts, all under one roof.

    more about us ›

  • Our advisory
    model is unique
    to our space.

    Gladstone helps independent financial advisory firms achieve their
    growth objectives and gain a competitive advantage.

    more about us ›

  • There are no
    mergers of

    Someone has to run the business. The key to a successful merger is having
    a clear strategic rationale, strong relationships and tightly defined terms.

    more about us ›


Working exclusively on behalf of the Independent Financial Advisory industry, Gladstone provides complete business and transaction advisory services for business leaders and entrepreneurs.

More about us

Get in Touch

We want to hear from you & see how we can be of service to you. Get in touch with us & we can help answer any questions you might have, in strict confidence!



Our firm is committed to you and the perpetuation of your business. We recognize that having the best advice and representation is critical to achieving success.

Gladstone was co-created by Investment Banker Paul Lally and Executive Search entrepreneur Dan Kreuter to provide high-end Transaction Advisory consultation to an under-served market: the successful Independent Financial Advisory firm. We have collectively helped hundreds of businesses transition and optimize value.

give us a call ›