Wharton Gladden & Company is an award winning investment banking firm with a strong track record of high client satisfaction, consistent growth and a reputation for defining the standard of excellence. We have a simple business model that puts our clients at the center. Our Firm’s most important asset is our people and we recognize their talent will lead us to perpetual growth. We only recruit and retain the most talented people available for each position within our firm. We only accept superior performance from any team member. Our clients deserve to receive the attention of the “best of the best”.
Wharton Gladden offers current undergraduate and graduate students from top universities the opportunity to gain investment banking training and experience through an interoffice and unpaid field study program during the summer. Students invest their time in exchange for training in analytical techniques used by leading investment banking firms and hands on experience applying these skills. If a prospective transaction comes under engagement during the course of the study program, the student may receive the option to work on a live transaction. In addition, students will engage in a unique career development program through not only job shadowing and mentorship with internal team members, but they will also have a special opportunity to connect with external corporate leaders participating in the summer program.
Wharton Gladden is always seeking highly motivated, entrepreneurial professionals with robust contacts and exceptional business acumen to fulfill a role in our firm. The right professional will leverage the proven Wharton Gladden process. High producing individuals will earn strong rewards - personally, financially and professionally - accompanied by a progressive career path with partnership potential. Our unmatched corporate culture, proven business model and unique focus on client relationships require only professionals in search of a lifestyle - not a job.
There is a fundamental difference between investment bankers and commercial or mortgage bankers. As an investment banker, our Directors are in a position to help their clients develop the most optimal capital structure to fund projects, which often require a blend of debt and equity. Through our growing network of financial institutions, every Director will have active debt or equity capital sources to satisfy their client’s needs. Our business development team also gain valuable transaction experience that lead to their ability to provide strategic advisory services for their clients, a missed opportunity for commercial or mortgage bankers.
We are a boutique firm and deeply proud of the vast relationships that enable us to be successful with our client engagements. Over the years we developed strong bonds with real estate developers / operators, investors, business owners, bankers, real estate brokers, appraisers, accountants, attorneys, architects, contractors, engineers, financial advisors, insurance agents and mortgage brokers. We consistently demonstrate our appreciation for these key relationships through fellowship, gestures of thoughtfulness and learning from one another.
We started our concept mainly through catering opportunities from close friends, family and others who knew about us through word of mouth. Honestly we never thought about launching a brick and mortar restaurant until engaging Wharton Gladden and their team of experts. They carefully helped us draft a plan, secure investors and find a location – WOW!
As a family owned company, we were skeptical to work with a consultant to optimize our firm, but the team pulled together by Wharton Gladden was highly recommended by a close friend. They helped us develop a strategic action plan that brought us more sales and gave us clarity on where to take the company next.
Their work on restructuring our portfolio has made a significant difference to our business. We’ve seen a 125% increase in leads from existing properties which has been pretty remarkable – but I’d always like to see more! They also secured unmatched terms when we refinanced the assets.
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