Brian Glass Email & Phone Number

Brian Glass is a highly strategic and analytical-minded finance leader working at the intersection of mergers and acquisitions (M&A), recapitalizations, private equity capital raises, and financing for middle market companies across industries, including consumer, industrials, healthcare, software, and business services. As an honest and people-centric leader, Brian focuses on the finer details of each transaction, walking side-by-side with his clients through every step of the process, helping to eliminate the daunting process and many complexities that come with selling a business. Combining critical analysis and strategic positioning with a wealth of industry knowledge and transaction expertise has perfectly positioned Brian to deliver a level of service that is unmatched in today’s market. At Cadence M&A Advisors, Brian and his dedicated team of transaction experts serve as the compass and navigators for middle-market companies and private business owners who are looking to sell or recapitalize their business with specialized solutions and a high-touch approach. Before co-founding Cadence, a highly sought-after boutique investment bank, Brian worked for more than 15 years advising middle market clients on mergers and acquisitions transactions at Wells Fargo Advisors and Wells Fargo Securities.Before his leadership role at Wells Fargo, Brian spent eight years within the mergers and acquisitions group at A.G. Edwards (a Wells Fargo Advisors predecessor firm), advising middle-market clients on the sale and recapitalizations of their companies. In addition to developing a solid understanding of the emotional struggles that business owners encounter when engaging in a transaction for their company they’ve been building for many years, Brian remains incredibly passionate about partnering with private business owners to tactfully guide them through life-changing and complex M&A transactions.Brian has a wealth of educational success as he leans on several degrees, including a B.S. in Accounting from the Kelly School of Business at Indiana University and an MBA from the Olin School of Business at Washington University in St. Louis. Brian is also a Certified Public Accountant (inactive). When Brian’s not spending time representing his clients with the highest degree of professionalism, you can find him serving aces on the tennis court, cheering on the St. Louis Cardinals, and creating memorable moments with his wonderful wife of 20 years and his two children.Brian Glass is a Registered Representative of Finalis Securities LLC Member FINRA/SIPC

Listed skills include Mergers And Acquisitions, Investment Banking, Capital Markets, Valuation, and 9 others.