Brian Glass
Co-Founder & Managing Partner - M&A Advisory Services at Cadence M&A Advisors- Claim this Profile
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Bio
Credentials
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Certified Public Accountant (inactive)
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FINRA Licensed: Series 7 & 63
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Experience
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Cadence M&A Advisors
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Investment Banking
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1 - 100 Employee
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Co-Founder & Managing Partner - M&A Advisory Services
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Jul 2021 - Present
A boutique investment bank, uniquely dedicated to advising the owners of privately-held, family-owned and entrepreneur-led businesses. A boutique investment bank, uniquely dedicated to advising the owners of privately-held, family-owned and entrepreneur-led businesses.
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Wells Fargo Advisors
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United States
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Financial Services
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700 & Above Employee
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Managing Director - M&A Advisory Services
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2013 - 2021
Advise and execute sell-side M&A transactions for owners of privately-held businesses located in the Mid-Atlantic and Southeast divisions of Wells Fargo. Advise and execute sell-side M&A transactions for owners of privately-held businesses located in the Mid-Atlantic and Southeast divisions of Wells Fargo.
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Wells Fargo
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United States
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Financial Services
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700 & Above Employee
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Director - Middle Market Investment Banking
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2007 - 2013
Advised clients on a broad range of investment banking services including buyside and sellside M&A, issuances of public and private debt and equity, and general corporate advisory. Advised clients on a broad range of investment banking services including buyside and sellside M&A, issuances of public and private debt and equity, and general corporate advisory.
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A.G. Edwards & Sons, Inc.
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Financial Services
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1 - 100 Employee
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Vice President - Mergers & Acquisitions
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2000 - 2007
National Investment Banking Firm, acquired by Wachovia in 2007 and Wells Fargo in 2008. Responsible for leading the execution phase of middle market M&A transactions including sell-side, buy-side, advisory transactions and fairness opinions for private and public clients mainly in the consumer and industrial industries. National Investment Banking Firm, acquired by Wachovia in 2007 and Wells Fargo in 2008. Responsible for leading the execution phase of middle market M&A transactions including sell-side, buy-side, advisory transactions and fairness opinions for private and public clients mainly in the consumer and industrial industries.
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EY
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United Kingdom
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IT Services and IT Consulting
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700 & Above Employee
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Audit Senior
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1995 - 1998
Planned, executed and supervised year-end audits requiring preparation of financial statements for public and private clients in the following industries: manufacturing, distribution, telecommunications, retail, pharmaceutical, construction, real estate, agricultural commodities and non-profit Planned, executed and supervised year-end audits requiring preparation of financial statements for public and private clients in the following industries: manufacturing, distribution, telecommunications, retail, pharmaceutical, construction, real estate, agricultural commodities and non-profit
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Education
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Washington University in St. Louis - Olin Business School
MBA, Finance -
Indiana University - Kelley School of Business
BS, Accounting