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Buy-Side Representation
In a fast-changing business environment, the
surest path to profitable growth is often through carefully targeted
acquisitions. Gladstone helps independent financial advisory firms
achieve their growth objectives and gain a competitive advantage through
strategic acquisitions. Combining elements of business consulting
with traditional investment banking, we work with a client both to
develop and to execute a winning strategy. We provide a disciplined
and analytic acquisition process that creates proprietary transaction
opportunities tailored to our client's articulated acquisition strategy.
 Buy-side
assignments are generally structured either as one-off assignments,
where we represent the buyer in the acquisition of a specific target;
or as ongoing engagements, in which we apply our extensive research
and analysis capabilities to identify acquisition targets, qualify
them for strategic fit, then initiate a transaction.
Gladstone’s focus on and experience in working with financial advisory firms positions us to be a strong partner. Whether you are a private equity firm, institutional buyer, or individual advisor, Gladstone is an obvious choice to assist in developing and executing successful acquisition strategies in the financial services marketplace. We can add value to the acquisition process by:
- Identifying and screening potential candidates for a fit with your strategic objectives
- Providing objective financial analysis & business valuation services
- Effectively ascertaining the seller’s objective(s) and developing deal structuring options
- Preparing Offering Memorandum and Marketing material
- Assisting with capital sourcing — senior, mezzanine, & equity
- Introducing professional service (legal &
accounting) contacts
- Providing due diligence support
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