PLYMOUTH MEETING, PA — Gladstone Group has announced the integration of its diverse service offerings under a single unified brand. This strategic move aligns its M&A advisory, talent search (formerly operating as D.A. Kreuter Associates), valuation services, and strategic consulting capabilities to provide wealth management firms with a streamlined source for growth solutions. The unification marks the debut of a freshly launched website, designed to highlight the firm’s comprehensive offerings.
Renowned for its expertise in matching exceptional talent with firms and connecting wealth management businesses with M&A opportunities, Gladstone Group has successfully completed over 960 engagements. The new unified structure simplifies the process for clients, who now have one trusted partner for every aspect of their growth strategy.
“Growth comes in many forms, and our clients have long appreciated our expertise in talent search, M&A, business valuation, and strategic consulting,” said Dan Kreuter, founder of Gladstone Group. “By formally unifying our services, we’re making it simpler for firms to access the full spectrum of our capabilities. Whether a firm needs to strengthen its team, explore M&A opportunities, obtain sophisticated valuations, or develop growth strategies, they now have one trusted partner guiding their growth strategy.”
2024 Achievements
Gladstone’s rebranding follows a banner year for the firm. Key highlights include:
- Completing 10 strategic mergers and acquisitions in 2024, collectively representing over $6 billion in assets under management.
- Enhancing valuation services led by Certified Valuation Analyst Lucas Torpie, providing clients with custom, cost-effective valuations.
- Expanding executive talent search under Steven Clark’s leadership, placing revenue-generating and leadership talent for wealth management firms nationwide.
- Strengthening strategic consulting offerings under Derek Bruton to address growth challenges for RIAs, broker-dealers, and fintech firms.
Additionally, the firm introduced the Gladstone Prognosticator™, a forward-looking M&A research study for the industry. The second annual findings will be unveiled at the 2025 Gladstone Group Annual M&A Conference.
Upcoming 2025 Conference
The Gladstone Group will host its Annual M&A Conference on April 23-24 in Philadelphia. The event will spotlight the firm’s integrated approach to growth and share the latest insights from the Prognosticator™ study. Designed for RIA founders, principals, and next-generation leaders, the conference will explore strategies for buying, selling, or adapting practices in a dynamic market.
“Our clients value having experienced advisors who understand both the human capital and transaction sides of growth,” Kreuter added. “We understand that successful growth requires excellence in both talent and transactions. This unified approach allows us to deliver more comprehensive solutions to the firms we serve.”
With this unification and a focus on improving service accessibility, Gladstone Group is poised to further solidify its position as a trusted partner for wealth management firms navigating complex growth challenges.
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