Michael Debaecke Email & Phone Number

Plymouth Meeting, Pennsylvania

Gladstone Associates, LLC was established in 2006 to provide sophisticated M&A Advisory solutions for an under-served market. Our corporate office is based just outside of Philadelphia, in Plymouth Meeting, PA, from which we provide services to clients nationwide.Gladstone’s services are designed for Independent Financial Services Businesses with $350 million to $10+ billion in assets under management, who want to grow their business via acquisition and/or merger, or are seeking to retire, sell, or transition their business. Our clients include RIA Wealth Managers, Family Offices, Financial Advisors, Insurance Companies and Money Managers, along with Banks, Broker-Dealers, FinTech Platforms, and Private Equity funds.In our over 15 years of business we have been engaged in more than 30 completed Transactions, hundred of Valuations, 70 successful Consultations, and multiple Executive Searches. We pride ourselves on providing our clients with unbiased guidance, focused attention, and measurable results.

Plymouth Meeting, Pennsylvania

Financial Services focused–the power of the internet with a human touch. It’s a better way to search.As the by-product of 36 years in the executive search business within Financial Services, DAK Associates has amassed a proprietary database of more than 65,000 highly skilled professionals most of which are currently employed. Moreover, these individuals are inputted using industry-specific coding such as Function, Product and Asset class exposure, Education and Professional Credentials, Licensing, Geography, and numerous key inputs. DAKdirect has the ability to instantly identify a specific talent pool in any part of the country. While on the website, you are able to run a free search using our coding inputs and can see this talent pool in a percentage-to-match format before making the initial, minimal financial commitment. More importantly, once this talent pool is identified, a DAKdirect consultant takes all the leg work out of the process, and works with you to understand the role, the nuances, and the compensation framework. The DAKdirect consultant then directly contacts the talent pool to garner their interest, qualify them on the role from a skill set, compensation standpoint, and “fit”, and then delivers qualified candidates to you. Within a matter of days, if not hours, you are able to engage with highly qualified candidates who are a direct skill set match for the role. Our success fee is structured to be reasonable, simple to understand, and transparent. Should a hire be affected through DAKdirect, the fee will be a percentage of base salary only(including a draw arrangement in place of a base salary). We do not bill on total estimated cash compensation, including guaranteed bonuses, sign-on bonuses, equity or stock grants/options, relocation allowances, or other forms of compensation in addition to base salary.

Greater Philadelphia Area

Successfully negotiated purchase of 43% ownership of exclusive high-end furniture and lighting store and its real estate equity.

Greater Philadelphia Area

Hired by investment banking team to turn-around underperforming home theater retail store. Responsible for all corporate endeavors as well as all day to day business decisions.Key Accomplishments:● Tripled prior average monthly sales in first month. Quadrupled prior average year over year same period sales and annual sales.● Altered and improved every aspect of the business including personnel, sales training, product offerings and margins, logistics, payroll and merchant services providers, compensation schedule, computer hardware and software systems.● Successfully negotiated significant rent abatement with Simon Property Group.

Greater Philadelphia Area

Managed long-only personal portfolio consisting of all-cap domestic, international and emerging market equities, private equity positions, bridge loans, etfs and debt instruments as well as open and closed-end mutual funds.

Greater Philadelphia Area

Sold diversified line of insurance products to dedicated investment professionals and licensed bankers.Key Accomplishments:● Successfully serviced PNC Bank as newly created, sole client.● Conducted numerous public seminars and group sales presentations to management and brokers.● Rated number 1 versus competitors in products sold to PNC Bank by achieving $300M in gross sales.● Rated number 2 in gross sales within Transamerica bank channel.

Greater Philadelphia Area

Drove sales of diversified line of insurance products within core relationships throughout entire Mid Atlantic territory.Key Accomplishments:● Hired away from Vice President position at John Nuveen & Company to regrow then-decimated territory which was personally profitably established at Nationwide from 1996 to 1998.● Successfully initiated 5 new account relationships, totalling 1,000 new !sales contacts, within first six months of employment.

New York, New York

Hired specifically to re-invigorate slumping bank distribution sales in Manhattan portion of territory.Key accomplishments:● Successfully diversified company product distribution by re-establishing sales relationships and introducing numerous new packaged investment products, including mutual funds, defined portfolios, and managed accounts. ● Converted and increased production from $75M to $125M in most competitive marketplace.● Consistently ranked among top wholesalers within the company; achieving #1 position in 1999.

Greater Philadelphia Area

Sold diversified line of annuity products, including defined contribution plans, upon taking over newly created territory established from remnants of previously failed predecessors.Key Accomplishments:● Achieved 200% of corporate goal by increasing gross sales from $5M to $54M in first year.● Achieved $61M of $71M annual corporate goal upon early departure in July of 1998.● President’s Club 1997, 1998. Won Wholesaler of the Year award from M&T Bank.

Greater Philadelphia Area

Sold diversified line of investments for nation’s largest mutual fund company.Key Accomplishments:● Hired as Client Services Representative at Fidelity Investments Retirement Services. Promoted from Client Services Representative at Fidelity Investments Institutional Services to Internal Wholesaler, Account Executive, and Vice President/Sales.● Increased gross sales by 50% in first 5 months of position.● Generated $120M in annual gross sales throughout territory.Account Executive, Philadelphia, PAKey Accomplishments:● Single-handedly initiated business with 4 new accounts.● Increased gross sales by 100% in three months.● Rated number 1 nationally in gross sales.● Rated top presenter among peer competition at company’s national sales ! conference.

Wayne, Pennsylvania

Bachelor Of Science, Finance And Management

Education record