After building a successful wealth management business, it’s time to step back and reclaim time for your personal priorities.
You’re ready to sell, but you’re looking for more than a “check.” You want this transition to be in the best interest of your team, your clients and your family. And your buyer must respect your culture and strategic vision.
Chances are, you’ve never sold a business before, but you must get this right. Your legacy is at stake. And you could use some help.
If this is you, let’s talk.
Transaction Advice & Execution for the Wealth Management Industry
Gorman Jones is a boutique investment banking firm providing strategic advisory services to wealth management RIAs, investment consulting firms and broker-affiliated teams seeking independence.
With our deep experience and a unique perspective, we help our clients navigate the complexities of mergers and acquisitions with confidence and clarity, ensuring a seamless transition and long-term success.
Gorman Jones is a family business, inspired by a legacy of integrity and service. We value relationships, character and honesty. And we understand that we can only succeed when our clients do.
Who We Are
Gorman Jones Roberts led a life deeply rooted in integrity and service.
After growing up in the small town of Williamsburg, KY, he went on to play for the New York Yankees and serve in the US Navy during World War II. His academic achievements at Northwestern University and Harvard Business School underscored his resilience and lifelong search for knowledge that led to an extensive career in banking and investments.
He was a father, grandfather and great grandfather in our family. Rush has been married to his daughter, Joan, for 42 years.
Gorman Jones died in 2021 at the age of 97. He was selfless, relentlessly positive and never said a negative word about anyone. His devotion to his family, his country and his faith have shaped us and continue to guide us today.
We named our company after him to honor his legacy, and to recognize that in our business – like yours – legacy matters.
Behind The Name
Go-To-Market
We manage the process every step of the way: from initial meetings to financial and operational negotiations, to the final transaction documentation.
Partner Identification
We develop a highly targeted list of potential partners who fit your desired profile, based on your criteria and aspirations.
Financial Discovery
Through comprehensive analysis and our decades of experience as an insider, we'll unlock the value in your business.
Industry Analysis
We’ll get you current on industry valuations, deal structures, types of buyers and integration models.
Gorman Jones is the only RIA investment banking firm whose founding principal has been a wealth advisor and the CEO of an RIA that acquired firms, sold firms and raised acquisition capital.
Through our four-step process, we’ll help you achieve your goals.
