Gorman Jones
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.
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Our unique perspective enables our clients to navigate the complexities of mergers and acquisitions with confidence and clarity, ensuring a seamless transition and long-term success.
Who We Are
Gorman Jones is a family business, inspired by legacy.
We are a firm whose principals have highly relevant and deep experience.
We are dedicated to your success.
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We provide a high touch, customized investment banking process for a select group of clients.
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We value relationships, integrity, character and honesty.​​​​
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Is This You?
You’ve built a successful business and know its time to explore your strategic options.
You want to realize full value for your life's work, but you’re also looking for more than “a check" – you want a culturally compatible partner who will help solve for key issues like succession planning, liquidity, sustainable growth, and the challenges of running a complicated business.
You'd like to reclaim time for personal priorities, while finding a strategic partner who will broaden career paths for your employees and provide better solutions for your clients.
You've likely never sold a business before and you know that you have to get it right, the first time- for your clients, your employees and your family. Your legacy is at stake.
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If this description resonates with you, we'd like to help you explore your options.
The Team
How We Work With You
Gorman Jones is the only RIA investment banking firm whose founding principal has been a wealth advisor and the CEO of an RIA that has acquired firms, sold firms, and has raised the capital to do it.
We are uniquely suited to work with you to accomplish your goals.
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Industry Education
We’ll get you current on industry valuations, deal structures, types of buyers and integration models.
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Financial Discovery
Through comprehensive analysis and our decades of experience as an insider, we'll unlock the value in your business.
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Partner Identification
We develop a highly targeted list of potential partners who fit your desired profile, based on your criteria and aspirations.
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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.
Behind The Name
Gorman Jones Roberts led a life deeply rooted in integrity and service.
His extensive career in banking and investments, his journey from the small town of Williamsburg, KY to playing for the New York Yankees to serving in the US Navy during World War II, and later, his academic achievements at Northwestern University and Harvard Business School, underscored his resilience and lifelong search for knowledge. He was a father, grandfather and great grandfather in our family. Rush has been married to his daughter, Joan, for 42 years. He died in 2021 at the age of 97.
Gorman Jones was selfless. He was relentlessly positive and never said a negative word about anyone. His devotion to his family, his country and his faith has shaped us all and guides us in everything we do. We named our company after him to honor his legacy, and to recognize that our business – like yours – is one where legacy really matters.