PLYMOUTH MEETING, PA — Gladstone Group, a renowned specialist in financial services mergers and acquisitions (M&A), strategic growth consulting, and executive search, is set to augment its Valuation division. This expansion is made possible by analyst Lucas Torpie’s recent attainment of the prestigious Certified Valuation Analyst (CVA) designation, considered the global gold standard in business valuation credentials.
The CVA accreditation, awarded by the National Association of Certified Valuators and Analysts (NACVA), is a testament to Torpie’s expertise in valuations. It signifies that Gladstone can now offer clients accredited valuations, providing a higher level of clarity and detail essential for navigating the intricate world of M&A.
Torpie’s key responsibilities within Gladstone include providing deal support, financial modeling, and crafting fair market valuations tailored to clients’ needs. His new designation allows Gladstone to broaden its valuation unit’s scope and enhance its services, ensuring clients receive the most accurate and dependable valuations available.
Gladstone’s CEO, Dan Kreuter, expressed his excitement about the firm’s ongoing growth and the added 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. Our ability to provide accredited valuations will make our offering even more seamless for our clients who have come to expect comprehensive expertise from us,” said Kreuter.
To secure the CVA designation, Torpie had to pass a rigorous five-hour proctored exam, demonstrating his high degree of proficiency in valuations. The CVA credential is globally recognized as the benchmark for valuation expertise.
In parallel with the expansion of its Valuation division, Gladstone recently welcomed Michael Spatacco, Jr., as the firm’s director of corporate development. Spatacco brings over 15 years of financial services experience to the role, having previously advised closely held businesses and company retirement plans, developed cash management programs for large corporations, asset managers, and government-sponsored enterprises, and been deeply involved in underwriting processes for closed-end funds and syndicating corporate bonds in new issue markets.
“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 is inviting clients and industry professionals to explore the benefits of its newly accredited valuation services and meet the expanded team. The firm is also encouraging interested parties to attend the upcoming Gladstone RIA M&A Conference on May 2-3 at the W Hotel in Philadelphia.
Specializing in M&A, strategic consulting, valuations, and executive search, Gladstone Group exclusively serves the wealth and investment management community across the United States. Its recent strategic moves signal a commitment to enhancing its service offerings and driving growth, positioning it well to continue its legacy of success in the financial services sector.
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