About

 
Like yourself, we are passionate about what we do and believe in “client first.”

Our Company

Gladstone was co-created by Investment Banker Paul Lally and Executive Search entrepreneur Dan Kreuter to provide high-end Business & Transaction Advisory consultation to an under-served market: the successful Independent Financial Advisory firm.

leadership ›
 
We have collectively helped hundreds of businesses transition and optimize value.

Our Approach

Business Owners need trusted, objective third party advice to make the most informed decisions on critical business issues.

Gladstone has assembled a team and created a process that ensures informed guidance, focused activity, and measurable results. Occasionally we advise our clients not to pursue a particular strategy or transaction if it isn’t truly accretive
to the business.

 

Our Clients

Our Core Clients are Wealth Managers, Money Managers, Financial Advisors in the $200M-$2B AUM range, and Broker Dealers in the $5M-$50M revenue range who are seeking advice on business strategy, succession, selling, buying, merging, or valuation.

Our Enterprise Clients include the largest and most successful Wealth Managers, Asset Managers, Broker-Dealers, and Banks/Trust Companies seeking to understand and deploy an Acquisition or Expansion strategy.

 

The Gladstone Difference

Wealth Managers, “Hybrid” Advisory Firms, Independent Broker-Dealers, Money Managers, and Family Offices recognize that having the best advice and representation is critical to achieving success.

Our “fiercely vertical” focus in Financial Services allows you to outsource your Corporate Planning needs to industry experts, helping you maintain confidentiality and avoid operational disruption. Never before has the need to have industry focused advice been more critical to your firm’s success. The company representing your brand must be informed, professional, industrious, and effective.

Gladstone makes a difference.

Singular Focus

Breadth, depth, and sophistication of a Business and Transaction Advisory Firm focused exclusively on the middle market independent financial advisory marketplace.

Objective Advice

Our role as your retained objective advisor improves your negotiating position and helps rise above the emotions of the deal.

Entrepreneurial Sensibility

Our experience dealing with business owners enables us to understand the issues and emotions that entrepreneurs face when buying, selling or transferring a business.

Senior Level Attention

Significant senior management and staff time on engagements; Gladstone’s staffing model is built like a “box” with low staff-to-senior ratios, in contrast to the more typical pyramid model that relies predominantly on lower level staff.

 
 

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!

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