Transaction Advisory

Call Us: (610) 834-1989

Overview Transaction Advisory Services

Transactions are significant events for a business, and the stakes are high for both sellers and buyers. We explore all your options discreetly, perform extensive due diligence and financial & capital analysis, and offer scalable, flexible solutions throughout the transaction. We deliver customized services to achieve your unique strategic goals and move quickly and deliberately from evaluation to exit. Our expertise encompasses:

  • RIA Wealth Managers
  • Family Offices
  • Financial Advisors
  • Insurance Companies
  • Money Managers
  • Regional & Community Banks
  • Broker-Dealers
  • FinTech Platforms
  • Private Equity Funds

Optimized Merger & Acquisition Services

business team discussing project in officeWhen you need guidance on a merger or an acquisition, our street-smart team performs an in-depth investigation into the target company's viability and value. Every deal is entirely unique, and we tailor our approach to put you in a position of strength. We specialize in pre-and post-acquisition needs and buy-side and sell-side strategies.

Achieving synergy while avoiding risks can be challenging. Our leadership and subject matter expertise allow us to identify and execute initiatives to meet your objectives. The reputation, network, and volume of deals completed by Gladstone Associates, LLC sets us apart and enables you to confidently set high-level goals. We provide focused expertise with:

  • SWOT Analysis
  • Valuation Metric Advisory
  • Market Strategy
  • Memorandum & Pitch Material
  • Target Evaluation & Contact
  • Review Diligence
  • Execution of NDAs
  • Financial Modeling
  • Valuation Benchmarks
  • Outsourced Legal & Tax Advisory
  • Negotiation of Terms & Conditions

Mergers and acquisitions involve more than numbers and facts. By reviewing value on both sides and developing complementary working relationships, we help your firm get to the handshake.

Transformative Buy-Side Advisory Services

business team looking at laptop screenHighly complex transactions used to be performed only on large deals. Today's merger and acquisition industry has evolved to the point where they are now the norm. At Gladstone Associates, LLC, our buy-side advisory services dive deep to identify the value drivers, opportunities, and risks you need to know so you can make informed decisions.

Our firm was born out of DAK Associates, a search firm with the resources and discipline to find quality prospects. We offer objective and thorough due diligence for the financial, operational, and strategic facets of the deal to help you make the investments that further your goals.

Some of our buy-side services include:

  • Financial Evaluation
  • Approach and Negotiation
  • Assisting with Bid Preparations
  • Analyses and Competitive Assessments
  • Preparing your Elective Summary
  • Assessing and Designing Financing Alternatives
  • Sizing & Penetrating the Target Market
  • Closing the Deal

Sell-Side Advisory and Divestiture Services

businessman using calculatorNo matter the size or age of a business, every firm. Securing your succession, monetizing your life's work, ultimately faces a keep/sell decision. Taking advantage of market trends, or scaling your business are a few reasons to consider our sell-side advisory services. Even if the transition is far in the future, Gladstone Associates, LLC can help identify and address issues that improve value and buyer confidence.

Finding the right buyer and connecting you with them is an essential function of a sell-side advisory service. Our proactive approach focuses on creating a competitive and pressing environment to optimize the value and reach your objectives. That value is not based solely on what you are worth but also on what you need.

With our industry-specific knowledge and communication expertise, we can help you maximize value and avoid surprises. We will accomplish this by:

  • Analyzing Market Status
  • Financial & Valuation Review and Design
  • Identifying & Qualifying Potential Suiters
  • Pinpointing Key Risks and Opportunities
  • Initiating Contact and Gauging Interest
  • Conducting Pre-Sale Due Diligence
  • Preparing a Confidential Information Memorandum (CIM)
  • Overseeing Transaction Structuring, Negotiations, and Closing

At Gladstone Associates, LLC, we have the background and connections to provide legitimate options with discretion and vigilance. For comprehensive and professional transaction advisory service in Plymouth Meeting and nationwide, call today!

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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