Cadence M&A Advisors

Founded in 2021, Cadence M&A Advisors is a boutique investment bank uniquely dedicated to advising the owners of privately held, family-owned, and entrepreneur-led businesses. Cadence Co-Founders and Managing Partners, Brian Glass and David Bowman have continued to build a solid reputation in the industry for their level of commitment and dedication to serving their valued clients. Most recently, Brian and David combined forces to lead the middle-market Mergers and Acquisitions efforts for over 15 years at Wells Fargo Advisors, the third-largest brokerage firm in the United States. During this time, the highly successful duo acquired a wealth of industry knowledge and abilities, while collectively accumulating over 50 years of investment banking experience. After more than a decade of providing top-tier service and results at Wells Fargo Advisors, Brian and David went on to form Cadence with the vision of providing clients with unbiased advice, custom-tailored solutions, and sophisticated transaction execution to exceed all expectations and outcomes. Unlike most investment banks, Brian and David have continued to develop a unique approach to dealing with their clients in a way that ensures that their partnerships and business decisions are free of the conflicts of interest that exist within the banking sector. Fast forward to today, and the Cadence team continues to grow with integrity, backed by experienced, honest, and incredibly hard-working investment bankers who revel at the thought of developing creative strategies and insightful analytics to drive optimal transaction results for their clients' needs. Securities offered through Finalis Securities LLC Member FINRA/SIPC. Cadence M&A Advisors LLC and Finalis Securities LLC are separate, unaffiliated entities.