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RIA M&A in Focus: Ahead of Annual Gladstone M&A Conference, Gladstone Associates Highlights 2 Recent Transactions

M&A Advisory Firm Celebrates Successful Buy-Side Transactions Closed in April

PLYMOUTH MEETING, Pa.–(BUSINESS WIRE)–The environment for RIA firm transactions remains robust and the outlook for M&A will be in focus on May 3rd & 4th at the annual Gladstone M&A Conference being held in Philadelphia. The event returns after a COVID-imposed hiatus, with a speaker lineup that features Fox Business pundit Charlie Gasparino, a panel of active acquirers and a fireside chat with Greg King, founder and CEO of Osprey Funds, one of the most innovative cryptocurrency investment firms in the country.

As the conference organizer, Gladstone Associates is at the heart of RIA deal-making. The firm recently served in a buy-side advisory capacity for both Simon Quick Advisors and Cerity Partners in their recently announced acquisitions. Simon Quick lined up with a boutique multifamily office by acquiring Morristown, New Jersey-based Red Hook Management, with $385 million in assets under management. Cerity Partners enters the Philadelphia market with their purchase of Permit Capital, a $1.6 billion firm based in Conshohocken, Pennsylvania.

“While market conditions change constantly, convergence in the wealth management industry is a secular trend that has a long way to go,” said Mike Bilotta, president of Gladstone Associates. “We’re proud to continue advising companies throughout the merger and acquisition process to best meet the needs of all involved. Some of the changing industry dynamics and evolving buyer and seller preferences will be addressed at our event, as we delve into what’s currently driving the market.”

The Gladstone M&A Conference will include more than 100 C-level attendees from wealth management firms, sponsors and industry influencers from around the country, with a specific focus on the trends shaping the industry and the undercurrents driving M&A in the RIA channel. For more information about the event, go to

About Gladstone Group Inc.

Established in 2006, Gladstone Group Inc. is a nationally recognized, specialized company offering M&A advisory for RIAs (through Gladstone Associates, LLC) and executive search (via D.A. Kreuter Associates Inc.) under one roof. The firm works closely with companies spanning the breadth of the financial services industry to provide tailored solutions for a broad range of M&A and talent recruitment needs.


Rodneya Ross

Gregory FCA for Gladstone Group

[email protected]


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