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. The Gladstone Difference encompasses: Singular Focus Breadth, depth, and sophistication of a Business and Transaction Advisory Firm focused exclusively on the middle market independent financial advisory marketplace. Entrepreneurial Sensibility Our experience dealing with entrepreneurial clients enables us to understand the issues and emotions that entrepreneurs face when buying, selling, or transferring a business. Objective Advice Our role as your retained objective advisor improves your negotiating position and helps rise above the emotions of the deal. 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. Resources Matrix organizational structure that allows us to align and coordinate specialized “Best of Breed” accounting, tax, and consulting professionals to meet your needs. Our “fiercely vertical” focus in Financial Services allows you to outsource your M&A needs to industry experts, helping you maintain confidentiality and avoid operational disruption. Never before has the need to have the best representation been more critical to your firm’s success. The company representing your brand must be polished, professional, industrious, and effective. Gladstone makes a difference.