Peapack-Gladstone Corporate Advisory
Peapack-Gladstone Corporate Advisory is presented as the Investment Banking and Corporate Advisory business within Peapack Private Bank & Trust. Its public offering includes mergers and acquisitions, capital formation, corporate finance, lending, and structured-finance capabilities for middle-market companies and owners.
What stands out about Peapack-Gladstone Corporate Advisory
The firm publicly describes a middle-market advisory platform serving family- and founder-owned companies, financial sponsors, and owners across major industry sectors. Its listed services include sales and divestitures, acquisition advisory, transaction readiness, private placements, succession planning, management buyouts, ESOPs, and financing solutions.[1][3][5][6][7][8]
What does Peapack-Gladstone Corporate Advisory do?
Peapack-Gladstone Corporate Advisory is publicly presented as “Investment Banking and Corporate Advisory” within Peapack Private Bank & Trust, with Peapack Private Investment Banking identified as the investment-banking platform. The 2025 annual report identifies Peapack Private Investment Banking as a subsidiary of Peapack Private and describes its investment-banking and broker-dealer businesses as advising middle-market companies and their owners.
The business is presented as NY Tri-State Area Corporate Advisory and states that it provides senior-level attention, independent and objective advice, and customized solutions based on client-specific challenges and ownership goals.[1][2]
Publicly listed services include sales and divestitures, acquisition advisory, and transaction readiness. The firm also lists private placements of senior and subordinated debt and equity, capital structuring and financing advisory, management buyouts, succession planning, go-private initiatives, board advisory, and ESOPs.
Additional listed capabilities include growth capital, asset-based lending, cash-flow and leveraged solutions, recapitalizations or restructuring, and sponsor finance.[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 Peapack-Gladstone Corporate Advisory?
An owner evaluating the firm can compare its stated middle-market focus, identified family- and founder-owned company client base, sector coverage, and senior-level advisory approach with the needs of the proposed transaction. The named public sale examples include business services and technology, building products, food and beverage, and healthcare-related businesses.
Before engagement, the owner should obtain the proposed team structure, confirm any conflicts and affiliated financing relationships, and request the fee mechanics, buyer-marketing process, valuation methodology, and available detail on comparable transactions. The public sources cited for this profile do not establish those engagement-specific terms or process choices.[1][3][4][5][6][7][8]
What revenue, EBITDA, enterprise-value, and transaction-size ranges does the team currently prioritize
What are the proposed retainer, success fee, minimum fee, expense, termination, and tail provisions
What size transactions and clients does Peapack-Gladstone Corporate Advisory focus on?
Official presentation materials identify coverage across major industry sectors, including Healthcare, Business Services, Information Technology, Industrials, Financials, Utilities and Telecom, Consumer Staples, Consumer Discretionary, Materials and Energy, and Communication Services and Real Estate.
Other official presentation materials identify Business Services, Information Technology, Industrials, Materials, Food and Beverage, Consumer, Healthcare, and Building Products.[3][4]
- ACA Computers: Peapack Private Investment Banking advised ACA Computers’ selling shareholders on ACA’s strategic sale to Network Coverage, announced November 6, 2025. Financial terms were not disclosed.
- Super Stud Building Products: Peapack Private Investment Banking participated in the sale of Super Stud Building Products, Inc. and affiliates to EB Metals, Inc., announced March 18, 2024. Financial terms were not disclosed.
- D’Artagnan: Peapack Private Investment Banking served as exclusive financial advisor to D’Artagnan, Inc. on its sale to Fortune International, Inc., an Investcorp portfolio company, announced April 12, 2022. Financial terms were not disclosed.
- Community Surgical Supply: Peapack served as financial advisor to the majority owners of Community Surgical Supply in its sale to AdaptHealth, announced March 9, 2022. Financial terms were not disclosed.
The firm lists sales and divestitures, acquisition advisory, transaction readiness, management buyouts, succession planning, go-private initiatives, and ESOPs among its corporate-advisory services. Its broader offering also includes capital formation, financing advisory, recapitalizations or restructuring, and sponsor finance.[1]
What does Peapack-Gladstone Corporate Advisory publicly disclose about fees, process and engagement terms?
The official investment-banking page does not publish universal engagement-fee percentages, minimum fees, success-fee mechanics, termination provisions, or tail-period terms.
The cited ACA Computers, Super Stud Building Products, D’Artagnan, and Community Surgical Supply transaction releases state that financial terms were not disclosed.
The official investment-banking page describes the firm as working with middle-market companies but does not state universal revenue, EBITDA, enterprise-value, or transaction-size thresholds.[1][5][6][7][8]
The official business page states that securities are offered through affiliated broker-dealer PGB Securities LLC, a member of FINRA and SIPC. The 2025 annual report describes Peapack Private Bank & Trust as a commercial bank and identifies Peapack Private Investment Banking as a subsidiary of Peapack Private.[1][2]
The firm states that it provides senior-level attention, independent and objective advice, and customized solutions based on client-specific challenges and ownership goals. The public sources cited for this profile do not establish whether a particular sale process would be run as a broad auction, a targeted process, or a negotiation with a limited buyer group.[1]
Questions to ask before hiring Peapack-Gladstone Corporate Advisory
What revenue, EBITDA, enterprise-value, and transaction-size ranges does the team currently prioritize?
Which sectors and geographies receive the most active buyer outreach for the proposed engagement?
What are the proposed retainer, success fee, minimum fee, expense, termination, and tail provisions?
How are conflicts handled when Peapack entities provide lending, wealth-management, or other services to the seller or prospective buyers?
Which senior professionals will lead the engagement, and what comparable transactions can the team identify?
Will the team run a broad auction, a targeted process, or negotiate with a limited buyer group?
Sources & research notes
- Official website / firm overview
- Structure / regulatory context
- Industry / market focus
- Industry / market focus
- 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.
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