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Gladstone Group Enhances M&A Services with Gold-Standard Valuation Accreditation and Strategic Executive Addition
[February 22, 2024]

Gladstone Group Enhances M&A Services with Gold-Standard Valuation Accreditation and Strategic Executive Addition


Gladstone Group ("Gladstone"), a leading specialist in financial services mergers and acquisitions (M&A), strategic growth consulting, and executive search, is expanding its Valuation division to include accredited valuations now that one of its analysts achieved the gold standard Certified Valuation Analyst (CVA) designation. Accredited valuations help buyers and sellers navigate the complexities of today's M&A environment by providing increased clarity and granularity for myriad critical business requirements.

Gladstone analyst Lucas Torpie, CVA, provides deal support, financial modeling, and customized, fair market valuations for Gladstone's clients; with Torpie's recently achieved designation from the National Association of Certified Valuators and Analysts (NACVA), Gladstone can expand its valuation unit and enhance its services, ensuring clients receive the most accurate and reliable valuations available.

Dan Kreuter, Gladstone's chief executive officer, expressed his enthusiasm about the firm's continued growth and the value these advancements bring to their clients."Since 2006, Gladstone has prided itself on performing more than 110 M&A transactions and consultations as well as scores of valuations and executive searches. We will continue to provide customized fair market valuations, and now our ability to provide accredited valuations will make our offering that much more seamless for our clients who have already come to expect comprehensive expertise from us," said Kreuter.



To achieve the CVA designation, Torpie passed a five-hour, proctored exam and demonstrated a high degree of expertise in valuations. The CVA designation is considered the best valuation credential in the world.

In addition to Gladstone's valuation expansion, the firm recently hired Michael Spatacco, Jr., as the firm's director of corporate development. Throughout his more than 15-year career in financial services, Spatacco has been an advisor to closely held businesses and company retirement plans in addition to his work developing cash management programs for large corporations, asset managers, and government-sponsored enterprises. He was also closely involved in the underwriting processes for closed-end funds and the syndication of corporate bonds in the new issue markets, with FINRA S 4, 7, 24, 63, 65, and 79 licenses. "Michael's deep market insights and strategic vision are precisely what we need to drive our next phase of growth. We're excited for the innovative strategies and leadership he will introduce," Kreuter added.


Gladstone invites clients and industry professionals to explore the benefits of its newly accredited valuation services and to meet the expanded team. For more information or to schedule a consultation, visit https://gstoneinc.com/. Additionally, interested parties are encouraged to attend the upcoming Gladstone RIA M&A Conference on May 2-3 at the W Hotel in Philadelphia. Registration details can be found at https://gstonellc.com/annual-ma-conference/.

About Gladstone Group

Gladstone Group Inc. specializes in Mergers & Acquisitions, Strategic Consulting, Valuations, and Executive Search. Our exclusive focus is on serving the wealth and investment management community across the United States. For more information, visit https://gstoneinc.com/.


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