Gleason Advisors
Gleason Advisors provides financial and strategic advice to closely held private companies throughout the business life cycle. Its publicly stated services include sell-side and buy-side advisory processes, capital raises, valuation, due diligence, strategic planning, and restructuring.
What stands out about Gleason Advisors
Gleason Advisors publicly serves closely held private companies and states that it is particularly suited to small and medium enterprises. Its disclosed transaction examples include sell-side and buy-side assignments, while its current advisory page does not state a minimum revenue, EBITDA, enterprise-value, or transaction-size threshold.[1]
What does Gleason Advisors do?
Gleason Advisors is a named advisory practice within the Gleason organization that provides financial and strategic advice to closely held private companies throughout the business life cycle. The official website lists the practice at One Gateway Center, Suite 525, 420 Ft. Duquesne Blvd., Pittsburgh, Pennsylvania 15222.[1]
Gleason Advisors publicly lists sell-side advisory processes, capital raises, buy-side advisory processes, due diligence, and strategic planning as investment-banking services. Its valuation services are described in connection with mergers and acquisitions, shareholder disputes, exit planning, purchase accounting, tax reporting, and litigation support.
The practice also describes restructuring work that includes operational assessments, turnarounds and workouts, auction processes, and trustee and receiver relationships.[1]
Owners comparing advisory firms can also review Auxo’s M&A advisor vs. business broker vs. investment bank comparison, advisor-selection guide, and sell-side advisor evaluation framework.
What should a business owner evaluate before hiring Gleason Advisors?
An owner evaluating Gleason Advisors can confirm the practice’s publicly stated sell-side, valuation, due-diligence, strategic-planning, and capital-raising capabilities, along with its stated role connecting buyers and sellers. The disclosed focus on small and medium enterprises may be relevant when assessing a potential engagement, while the Gleason Advisors page does not establish a current transaction-size threshold.
As part of evaluating the engagement, the owner should clarify current sector and geographic activity, proposed engagement economics, the intended transaction team, buyer-coverage approach, conflicts, and the responsibilities of Gleason Advisors and Burch & Company, Inc. for any securities-related services.[1]
What current revenue, EBITDA, enterprise-value, or transaction-size profile does Gleason Advisors target for sell-side mandates
Which sectors and geographies does the team currently cover for the proposed engagement
What are the proposed retainer, success fee, expense, termination, and tail provisions
What size transactions and clients does Gleason Advisors focus on?
The official Gleason Advisors page states that the practice’s experience spans multiple industries and challenges.[1]
The official transaction gallery identifies Windsor Metal Finishing as acquired by a private investor group, with Gleason Advisors acting as sell-side advisor. It identifies Marc Service, Inc. as acquired by Orion and Tucker Auto-Mation as acquired by Portalp, with Gleason Advisors acting as sell-side advisor in each example.
The gallery also identifies Stone Rooster Distributors and Kiva Han Coffee Company as acquisitions for which Gleason Advisors acted as buy-side advisor. The displayed examples do not establish transaction values, consideration terms, financing terms, or complete closing dates.[1][2][3][4][5][6]
Gleason Advisors describes an intermediary and advisory model connecting buyers and sellers and lenders and borrowers. Its publicly stated transaction-related services include sell-side and buy-side advisory processes, capital raises, due diligence, valuation, and restructuring.[1]
What does Gleason Advisors publicly disclose about fees, process and engagement terms?
The Gleason Advisors page does not publish a universal fee schedule, minimum fee, success-fee percentage, termination fee, or tail provision. It also does not state a current minimum revenue, EBITDA, enterprise-value, or transaction-size threshold for advisory engagements.
The official transaction gallery page does not publish transaction values, consideration terms, financing terms, or complete closing dates for the displayed examples.[1]
The official Gleason Advisors page states that services involving securities are offered by Burch & Company, Inc., at 4150 N. Mulberry Drive, Suite 235, Kansas City, Missouri 64116. The page also states that Gleason and Burch are not affiliated. This disclosure does not establish the registration status of either entity.[1]
Gleason Advisors publicly describes sell-side and buy-side advisory processes, capital raises, due diligence, valuation, strategic planning, and restructuring work. Its stated model includes connecting buyers and sellers and lenders and borrowers.[1]
Questions to ask before hiring Gleason Advisors
What current revenue, EBITDA, enterprise-value, or transaction-size profile does Gleason Advisors target for sell-side mandates?
Which sectors and geographies does the team currently cover for the proposed engagement?
What are the proposed retainer, success fee, expense, termination, and tail provisions?
Which legal entity will contract with the seller, and what role will Burch & Company, Inc. play in any securities-related services?
Can the firm provide transaction values, financing terms, complete closing dates, and comparable examples for the proposed engagement?
Sources & research notes
- Official website / firm overview
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Transaction / portfolio evidence
How this profile was researched
Auxo profiles are prepared from publicly available primary and authoritative sources and reviewed for entity identity, factual support and disclosure consistency. When a fact cannot be supported by the reviewed public record, the profile identifies it as something to confirm directly rather than inferring it.
Independent research profile
This profile was prepared by Auxo Capital Advisors from publicly available information believed to be reliable and is provided solely for informational and educational purposes. It is not an endorsement, recommendation, ranking, solicitation, or representation regarding the profiled firm, its services, qualifications, transaction experience, regulatory status, financial condition, or suitability for any particular person, company, transaction, or investment.
Information obtained from third-party and public sources may be incomplete, inaccurate, outdated, or subject to change, and Auxo Capital Advisors makes no representation or warranty, express or implied, as to its accuracy, completeness, or timeliness. Readers should conduct their own independent diligence and consult appropriate professional advisers before engaging any advisor, intermediary, investor, lender, acquirer, or other transaction counterparty.
Broker-dealer and securities disclosure
Auxo Capital Advisors is an affiliate of Weild & Co., Member FINRA | SIPC. Securities-related activities and securities transactions are conducted through Weild & Co.
Nothing contained on this page constitutes an offer to sell, an offer to purchase, or a solicitation of an offer to buy or sell any security, investment product, or financial instrument. Nothing on this page constitutes investment advice, a recommendation regarding any security, or a recommendation to enter into any transaction with the profiled firm or any other party.
Any securities transaction, capital-raising engagement, investment-banking engagement, or other securities-related activity involving Auxo Capital Advisors or Weild & Co. is subject to applicable regulatory requirements, internal review and approval, suitability and other applicable diligence requirements, and the terms of a separate written engagement or transaction agreement, as applicable.
Inclusion of a third-party firm in this directory does not imply affiliation with, sponsorship by, endorsement by, or any other relationship with Auxo Capital Advisors or Weild & Co. unless expressly stated otherwise.