Merger & Acquisition Guidance

Successful Merger & Acquisition Guidance for RIA's

Guide to a successful merger and acquisitionToday's corporate leadership faces fierce competition and must pursue any growth opportunities to strengthen their financial performance and market position. At Gladstone Associates, LLC, we have extensive experience delivering what sellers and buyers are seeking. From the connections you need to round out your deal team to the final tombstone disclosure, Gladstone Associates, LLC is here to guide you through every step of your negotiation.

Since 2006, we have been providing personalized attention, unbiased guidance, and quantifiable results to our clients. We offer nationwide service from our corporate office based in Plymouth Meeting, PA. For sophisticate M&A advisory services and solutions, contact us for a consultation today!

Call Us: (610) 834-1989

What You Should Get Out of an M&A

Whether you are a buyer or a seller, there are five elements of power you should achieve with a M&A transaction. These elements help you answer the question, "Why am I doing this?" It is essential that you have the answer to that question before you enter into any negotiations. The five elements of power include:

Buying Power: As your company grows, you gain more buying power. You will get better deals from suppliers, custodians, and technology providers.

Solutions and Services Power: You will add tools and resources you don't currently have by partnering with a firm that does those things well. You may excel at Investment Counsel but benefit from a firm that handles Risk, or Estate Planning exceptionally well.

Brand Power: When you combine with someone who has the capital to invest in marketing and branding, you can build on that and share in the momentum.

Staying Power: Your clients can rest assured that your succession is planned and that a platform and balance sheet are in place to survive any disruptions and succeed and prosper into the future.

People Power: Combining with a bigger firm expands the depth of your talent bench. This allows you to benefit from strengths that would be difficult to duplicate or recruit on your own, and provides a more robust career path for your G2 employees.

Our Mergers & Acquisitions Services

Merger and acquisition servicesIn a merger, two or more companies combine to create a new company with increased power and improved market shares. At Gladstone Associates, LLC, our goal is to go beyond these basic factors to produce a positive synergistic effect and provide thoughtful representation at every stage of a M&A transaction.

Our strategies help you explore all your options while maintaining the momentum of the deal from beginning to end. If you already have a buyer or seller identified, we can review value for both sides and negotiate with you through the handshake. Our comprehensive mergers and acquisition services include:

  • Analyze Goals & Objectives
  • Complete Valuation Analysis
  • Offer Effective Market Strategy
  • Manage Presentations
  • Trigger Due Diligence
  • Financial Modeling & Valuation Benchmarks
  • Refer Specialized Outsourced Legal & Tax Advisory
  • Manage Entire Transaction Process
  • Negotiate for Optimal Price & Terms

Benefits of Our Executive Search Firm Capabilities

Capabilities of our Executive Search FirmGladstone Associates, LLC is the only M&A firm that also offers high-end executive search capability. Our affiliate, DAK Associates, performs high-profile searches and analyzes cultural fit for C-Level officers, Financial Advisors, Private Bankers, Investment Management talent, Compliance & Back Ofiice, Senior Planner & more.

Each executive search is customized to maximize your merger and acquisition opportunities and unlock growth potential inclusive of Position Design, Compensation Advisory, and Behavioral Profiling. We offer personalized models of engagement designed for that one key hire or multiple recruits serving the entire US market. With diverse talent sets and increased intellectual capital, you're better equipped to weather any volatile markets.

Your Trusted RIA Merger & Acquisition Guidance Team

<img alt="Your trusted RIA merger and acquisition team class=" bxshadow"="" data-cke-saved-src="/~gstonell/images/content/merger-5.jpg" src="/~gstonell/images/content/merger-5.jpg" style="width: 300px; height: auto; float:right; margin-bottom:5px; margin-left:15px; margin-top:5px;">At Gladstone Associates, LLC, we are passionate about closing the deal and accomplishing the improbable. We provide expert M&A guidance throughout the US market at all stages of a transaction. Our strategies can analyze and assess financial information, create an executive summary, identify prospective targets, and even design a go-to-market strategy. These services can save you time and optimize the M&A deal tracking process to make it more secure.

We provide the support you need to succeed through our exclusive proprietary resources and our network. To review our accomplishments, see our Tombstones. At Gladstone Associates, LLC, our advice is "don't go it alone!" Call our corporate office in Plymouth Meeting, PA for a free consultation today. or email us at

Call Us: (610) 834-1989

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Our Representative Tombstones

Meridian Bank Tombstone
Wealth Enhancement Group Tombstone #1
Wealth Enhancement Group Tombstone #2
Cetera Financial Group Tombstone
Hoover Financial Advisors Tombstone
Baldwin Management Tombstone
Pinnacle Advisory Group
Bloomfield Hills Financial