A Trusted Partner During Times of Transition

When closely held, private companies have a need for financial advice – in seeking a liquidity event or when capital needs to be raised, for example – Gleason Advisors acts as a trusted partner to business owners and management. We provide valuable financial and strategic advice throughout the business life cycle.
Our service offering at Gleason Advisors allows us to work with businesses facing a wide range of issues and financial challenges. These situations often call on us to leverage our symbiotic relationship with the services of Gleason Experts, where we have deep expertise in forensic accounting, litigation support, and bankruptcy proceedings. Combined, these groups allow us to serve our clients as a more complete financial advisor. Providing value beyond dispute.

Gleason Advisors seeks to identify and establish effective connections between buyers and sellers, and lenders and borrowers. It is our goal to create mutually beneficial relationships that allow businesses to grow and capital providers to meet their return objectives.

At Gleason Advisors, we believe we are particularly well-suited to provide these services to small and medium enterprises that need an experienced and sophisticated partner. Specifically, we work with businesses seeking advice and guidance for:

  • Sell-side advisory processes
  • Capital raises
  • Buy-side advisory processes
  • Due diligence
  • Strategic planning

At Gleason we have performed hundreds of valuations for a wide range of companies. Our clients include large and small public and private companies with values ranging from less than $1 million to more than $1 billion. We regularly provide valuation services associated with:

  • Mergers and acquisitions
  • Shareholder disputes
  • Exit planning
  • Purchase accounting
  • Tax reporting
  • Litigation support

We have experience in advising various constituents involved in a restructuring event, including creditors, debtors, investors, management teams, and boards of directors. Gleason Advisors seeks optimal solutions for clients ranging from out-of-court refinancing and restructuring to clients requiring bankruptcy filings.

Common restructuring engagements include:

  • Operational assessments
  • Turnarounds and workouts
  • Auction processes
  • Trustee/Receiver relationships

Acted as exclusive financial advisor to Kiva Han Coffee in its acquisition of Crazy Mocha

Acted as exclusive financial advisor to eLearning software company in shareholder buyout

Latest News

2017 Year-End Financial Market Review

January 8, 2018

Optimistic Investors Cheered 2017 Across the Globe, Tax Reform Sets the Stage for Strong Economic Growth in 2018  [SEE FULL REPORT...] While it seems like a lot happened in 2017, in retrospect we struggled to find any one event that defined the year... that is until Tax Reform passed.  The Trump Presidency had its inaugural...   Read More

M&A Market Update

June 20, 2017

The Middle Market Environment: Mergers & Acquisition activity in the middle market has remained incredibly high relative to historical levels.  However, the market has retracted from peak levels over the last two years, with the total number of transactions decreasing 3.1% and 12.8% in ’15 & ’16, respectively.  The 1st quarter 2017 was down 8.2%...   Read More

Contact Us

No legal or financial issue is too complex for our elite team of experts. Contact us today for a personal review.

Services involving securities are offered by Burch & Company, Inc - 4150 N. Mulberry Drive, Suite 235, Kansas City, MO 64116. Gleason and Burch are not affiliated.

412.391.9010 info@GleasonExperts.com