Gladstone A Specialized Investment Banking Boutique
Home
About Us
Ownership
Sell
Buy
Valuation / Internal Succession Planning
Industry
Merger
Practice
Seminar
Contact Us to get started

 

 


Industry Specific Research & Advice

Gladstone has the industry-specific resources to find the answers to questions posed by our clients. Surveying the competitive landscape, identifying new avenues for growth, evaluating the market potential of a business - whatever the area or complexity of inquiry, Gladstone uncovers credible information, then provides the breadth and depth of analysis to lend real value to raw information. Focused research + meaningful analysis = reliable results.

The research function is also critical to our success in both buy-side and sell-side transactions. We utilize our ongoing industry research capability to identify the strongest buyers, understand their acquisition criteria and interpret how their past acquisition activity impacts their forward strategy and the ability to act.

Although successful entrepreneurs understand the importance of traditional business planning and budgeting, there are often developments in a corporate lifecycle that require different kinds of strategic and financial planning. An acquisition, divestiture, major shareholder redemption, financing or recapitalization can be significant events in a company's history and must be carefully planned. We work with our clients both to identify their strategic alternatives and to help them understand the relevant financial consequences of different strategic paths.

In developing a strategic and financial plan, we, along with our client, carefully consider the following:

  • Shareholder and other stakeholder objectives
  • Industry and competition dynamics
  • Our client's strengths, weaknesses, growth opportunities and competitive threats
  • Liquidity options and exit strategies
  • Transaction structuring

 

 

Home / About Us / Ownership Succession and Related Issues / Sell-Side Advisory / Buy-Side Representation
Valuation and Internal Succession Planning / Industry Specific Research and Advice / Merger of Equals
Practice Diagnostic Review / Gladstone Seminar / Contact Us