An inefficient process becomes more affordable and approachable for these firms

Gladstone Group, a leading specialist in financial services mergers and acquisitions (M&A), strategic growth consulting, valuation, and talent search, today announced the launch of its offering that democratizes access to high-quality M&A services for smaller firms – Gladstone Connect. A combination of Gladstone’s 20-year M&A prowess coupled with cutting-edge technology streamlines the matching process while also making it more affordable.

While the financial advice industry has seen record-breaking M&A activity over the last five years, the industry has not adequately served smaller registered investment advisor (RIA) firms due to cumbersome processes that can be cost prohibitive. Gladstone Connect charges sellers a total fee of $500 to have their firm confidentially presented and sold to a consortium of highly screened potential buyers; if Gladstone’s retained investment banking white-glove services are required, $500 is credited toward that.

“At a time when approximately 100,000 financial advisors are starting to sunset their practices, the industry requires a systematized and streamlined process particularly for smaller firms,” said Dan Kreuter, Founder and CEO of Gladstone Group. “We built a solution for that problem and are pleased with the feedback on Gladstone Connect thus far. It leverages our proven M&A experience as well as our extensive network of qualified buyers who are ready to acquire their next great firm.”

Through Gladstone Connect, sellers have access to:

• Gladstone’s unparalleled valuation insight
• A seamless, secure technology platform that anonymizes sellers
• Gladstone’s hands-on M&A expertise

Gladstone Connect provides a systematic process for sellers to complete their fact finder information, match with qualified and eager buyers and close deals efficiently all with a deal concierge supporting them throughout. Buyers pay for closing costs in Gladstone Connect.

“The industry needed an accessible pathway for firms who are selling and would fall below the traditional M&A thresholds to keep our ecosystem going as well as to help these advisors achieve their goals; Gladstone Connect has created the efficient frontier to make this happen,” said Mike Spatacco, Director of Corporate Development of Gladstone Group.

Gladstone Connect follows Gladstone Group’s creation of a one-stop M&A, talent search and valuation shop earlier this year. In its 20-year history, Gladstone Group has completed more than 200 M&A transactions on behalf of its clients.

Learn more about Gladstone Connect at: https://gladstoneconnect.com/gladstone-connect-landing-page/

About Gladstone Group

Gladstone Group is a nationwide firm serving the wealth and investment management community. The firm specializes in M&A advisory, strategic consulting, valuations, and talent search, with a focus exclusively on financial services. With over 960 completed engagements spanning M&A transactions, valuations, and executive placements, Gladstone Group provides sophisticated solutions to registered investment advisors (RIAs), family offices, asset managers, financial technology companies, banks, insurance companies, and private equity firms. The firm runs the industry's forward-looking M&A research study, The Gladstone Prognosticator™, and hosts an annual M&A conference in Philadelphia. For more information, visit https://gstoneinc.com/.

The Gladstone Prognosticator is a trademark of and exclusively owned by Gladstone Group Inc.

View source version on businesswire.com: https://www.businesswire.com/news/home/20250715167635/en/

Gladstone Group launches Gladstone Connect, making M&A services accessible and affordable for smaller RIAs with a tech-driven platform and qualified buyer network.