T-12: $5.2M
Assets: $750M
The Gershman Group is a world-class boutique financial recruiting and consulting firm.
Acquire
Joel Bodner, Mark Horowitz
New York, NY
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David Romans & Teresa Fisher
T-12: $3.8M
Assets: $700M
Los Angeles, CA
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Adam Hirsch, Stephen Stabile
T-12: $8.2M
Assets: $1.75B
New York, NY
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Cindy Brown, Daffan W. Nettle
T-12: $75M
Assets: $25B
Dallas,TX
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Mark Alibrandi
T-12: $5.2M
Assets: $1.1B
Boston, MA
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Mary Hayes
T-12: $3.4M
Assets: $500M
New York, NY
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Ting O'Connor
T-12: $4.5M
Assets: $875M
San Jose, CA
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Alexander Pron Princeton
T-12: $2.5M
Assets: $300M
New York, NY
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Pamela Brylski
T-12: $4.5M
Assets: $2.2B
Miami, FL
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Thomas Collins
T-12: $3M
Assets: $560M
San Francisco , CA
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Jay Page
T-12: $16M
Assets: $4.5B
Chicago, IL
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Jonathan Bassham
T-12: $10M
Assets: $1.1B
Dallas, TX
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Roshan Ghaznavi
T-12: $4.9M
Assets: $900M
Los Angeles, CA
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Mikail Qazi
T-12: $4.2M
Assets: $650M
Washington, DC
Acquire
Charlie McKinney
T-12: $16.6M
Assets: $2.5B
Dallas, TX
Who We Are
We are a boutique financial services consulting firm with a nationwide presence in most every metropolitan city in America. Founded by Wall Street legend Norman Gershman, who also spent 25 years as an advisor at Merrill Lynch, The Gershman Group counsels many of the nation’s top 100 Barron’s advisors and Forbes Top Advisors with average AUM of $1Billion or more. Under our current leadership, Roger Gershman has grown the firm to have now counseled well in excess $200 Billion of AUM.
As a former advisor at Hambrecht & Quist, UBS and Credit Suisse managing a $1B Book, Roger is very fluent in advisors’ language, who understands the issues and concerns of our broad industry. His thought leadership, featured in Forbes, Fortune, and Barron’s, can be found in our articles section. With over 150 years of combined experience, our collaborative team empowers advisors with education regarding the broad landscape, competitive platforms, offering legal and maximum economic transition advice.
We’re on call 24/7, ready to guide advisors through decisions and execution. Elevate your journey with The Gershman Group.
How We Work
The Process
1. We Listen
We Listen – about you, your practice, team and goals.
2. We Assess
We Assess – your current platform, positives and challenges.
3. We Educate
We Educate – the broad landscape and evaluate competitive platforms.
4. We Introduce
We Introduce – confidential meetings
5. We Negotiate
We Negotiate – top economic packages
6. We Close
We Close – transition, legal, and tax advice