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 can add tools and talents you don't currently have by acquiring a firm that does those things well. You may excel at asset allocation but benefit from a firm that handles risk or charitable giving exceptionally well.

Brand Power: When you combine with someone who already has a national brand, you can build on that and invest in building it up.

Staying Power: Your clients can rest assured that your succession is planned and that your team is in place to continue well into the future.

People Power: You can combine with a bigger firm and expand the depth of your talent bench. This allows you to benefit from strengths that would be difficult to duplicate or recruit on your own.

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
  • Prepare Pitch Material & Confidential Memorandum
  • Identifying, Evaluating, and Contacting Targets
  • Perform All Due Diligence
  • Financial Modeling & Valuation Benchmarks
  • Work With Outsourced Legal & Tax Advisory
  • Manage Transaction Process
  • Negotiate for Optimal Price & Terms

The Value Of Deal Diligence

the importance of deal diligenceDeal diligence is a critical phase in a potential merger and acquisition. Our team excels at identifying key factors affecting deal valuation, discovering potential collaborations, and influencing the overall growth strategy. We understand that every M&A event is unique and requires in-depth due diligence that varies with each company's dynamics.

With our decades of experience and proprietary strategies, we help both sides form working relationships and lower the risk of unexpected financial and legal complications. The process requires extensive and effective communication along with careful planning and execution. Our team can conduct efficient deal diligence with the least amount of intrusion and risk.

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, Investment Management personnel, and more.

Each executive search is customized to maximize your merger and acquisition opportunities and unlock growth potential. We offer personalized models of engagement designed for on-going recruiting and multiple hires to serve the entire US market. As a bigger firm with diverse talent sets and increased intellectual capital, you're better equipped to weather any volatile markets.

Your Trusted RIA Merger & Acquisition Guidance Team

Your trusted RIA merger and acquisition team class=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 marketing strategy. These services can save you time and optimize the M&A deal tracking process to make it more secure.

We get you the support you need to succeed through our exclusive executive search resources and our fiduciary 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