Transaction Advisory

Transaction Advisory Services in Philadelphia & Nationwide

business people shaking handsAt Gladstone Associates, LLC, our transaction advisory services are backed by our diverse professional backgrounds and the strength of our analytical insights. In these trying times, we offer the integrated resources of a global network and a team dedicated to delivering value through every stage of the transaction life cycle.

Whether you are an advisor, potential buyer, or seller, our due diligence ensures you will be presented with the best options and increased surety of value retention and closing. Established in 2006 and based in Plymouth Meeting, our nationwide services are tailored to provide the information you need to make informed decisions about buy- and sell-side transactions. Contact us for a consultation today!

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 offer scalable, flexible solutions throughout the transaction. We deliver services to achieve your unique strategic goals and move quickly and deliberately from evaluation to exit. The professionals we work with include:

  • 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 transaction 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 carve-out 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 integration objectives. By improving the strength of the organization, we can preserve and create value. 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
  • Tax Advisory
  • Comprehensive Due 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
  • Assessing and Placing Financing Alternatives
  • Tax Structuring

Sell-Side Advisory and Divestiture Services

businessman using calculatorNo matter the size or age of a business, each one needs a divestment plan. Securing your succession, taking advantage of market trends, or cutting costs 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
  • Identifying Potential Buyers
  • Pinpointing Key Risks and Opportunities
  • Developing Marketing Materials
  • Initiating Contact and Gauging Interest
  • Conducting Pre-Sale Due Diligence
  • Finding Executive Talent
  • Preparing a Confidential Information Memorandum (CIM)
  • Assisting with Transaction Structuring, Negotiations, and Closing

Advantages of Carve-Out Strategies

business team in meeting roomIf you need to do a partial divestiture, a carve-out allows you to capitalize on a business segment that is not a necessary part of the core operations. An equity carve-out gives you some cash inflow by selling ownership shares and still leaves you with complete control.

A spin-off allows part of a business to become independent with its own management and shareholders. This strategy can save taxes, prevent a competitor takeover, or help you plan for total divestiture in the future. With attention to detail and tenacity, our team can optimize value in advance of potential transactions.

Our objective is to offer trustworthy, expert advice regarding your sale, merger, divestiture, or inorganic growth alternatives. We use robust analytical techniques and financial and operational data to maintain momentum. All stages of your transaction are covered, from conversations and negotiations to data collection and due diligence.

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!

See our past tombstones.

Call Us: (610) 834-1989

Schedule a Consultation

Get In Touch

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