Gerald Edelman is positioned as a forward thinking advisory firm focused on delivering insight led financial, tax, and corporate finance services. The firm is B Corp certified, reflecting its commitment to responsible business practices alongside commercial performance.

It works with owner managed businesses, growth companies, and private equity backed organisations, with a strong emphasis on strategic advisory rather than purely compliance led services.

In 2021, Gerald Edelman restructured through a strategic investment by ETL Holdings UK, part of the ETL GLOBAL international group, backed by ETL Global. The transaction resulted in ETL acquiring a majority interest in the business while the firm retained its independent brand identity, leadership team, and operational autonomy.

This partnership provides Gerald Edelman with access to the wider ETL GLOBAL international platform, enabling cross border advisory support, international tax capability, and enhanced deal execution capacity across Europe and beyond.

Gerald Edelman offers a broad range of compliance and advisory services, with particular strength in high value and complex assignments.

Core services include:

• Audit and accounting compliance
• Corporate and personal tax advisory
• Corporate finance and transaction services
• Due diligence and valuation support
• Business restructuring and strategic advisory
• Private client and family office services

The firm is widely recognised for its strong corporate finance capability and its active role in mid market M&A transactions.

Gerald Edelman has received consistent recognition across the UK professional services sector, including:

• Ranked within the Accountancy Age Mid Tier Power Index (Top 30 UK firms)
• Multiple wins at the South East Dealmakers Awards, including Corporate Finance Advisory Team of the Year and Transaction Services Team of the Year
• Leadership recognition, including inclusion of CEO Carl Lundberg in the Accountancy Age 35 Under 35 list

These accolades reflect both technical excellence and strong market positioning within the UK mid market advisory space.

Gerald Edelman is highly active in the deal advisory and corporate finance space, both as an adviser and through strategic expansion.

Key activity includes:

• Acquisition of WTT Consulting, strengthening specialist capability in tax investigations and contractor advisory services
• Extensive advisory work in private equity, search funds, and entrepreneurship through acquisition (ETA) transactions
• Regular involvement in mid market M&A deals, supporting buyers, sellers, and investors across multiple sectors

The firm has established a strong reputation in the UK ETA (Entrepreneurship Through Acquisition) market, including advisory involvement in numerous search fund transactions and leadership within the UK ETA ecosystem.

Gerald Edelman’s long term strategy is centred on expanding its position as a leading mid market advisory firm within the ETL GLOBAL UK group.

Key priorities include:

• Expanding “beyond compliance” into deeper strategic advisory and family office services
• Strengthening corporate finance and M&A capabilities in the UK mid market
• Leveraging ETL GLOBAL international reach for cross border transactions and structuring
• Continuing leadership in the ETA and search fund advisory market
• Supporting sustained deal flow across private equity, entrepreneurial, and owner managed segments

Through this approach, Gerald Edelman continues to position itself as a high performing advisory firm combining deep UK mid market expertise with the global reach and capability of ETL GLOBAL backed by ETL Global.