How two doctors built a partnership model helping RIA firms achieve growth through relationships, data, and strategic acquisitions.
New Pathfinders US is an integrated business development and consulting firm focused on helping organizations identify opportunities, strengthen relationships, and create more efficient growth strategies.
The firm combines strategic consulting, relationship development, and data-driven insights to help clients reduce uncertainty, improve decision-making, and accelerate business development efforts. Rather than relying on broad outreach alone, New Pathfinders US takes a strategy-consultant approach designed to identify the right opportunities and connect the right parties for meaningful conversations.
By combining human expertise with analytical resources, New Pathfinders US helps clients navigate complex growth initiatives while creating a more focused and efficient approach to lead generation and relationship building.
A Partnership Built By Two Doctors
New Pathfinders US was built by two leaders with different areas of expertise who share a common goal: helping businesses grow through better connections.
Dr. Adam Gilman, founder of New Pathfinders US, holds a Doctor of Philosophy in Business and Management. Since 2018, he has guided more than 1,000 buyout and merger introductions across the RIA industry. His academic research focused on the consolidation of the RIA sector and the increasing influence of private equity and venture capital.
Throughout his career, Dr. Gilman has built relationships with business leaders across multiple industries. His ability to understand opportunities, connect the right people, and guide executives through complex decisions has become a foundation of the firm’s approach.
One client described his impact this way: “Dr. Gilman has mastery in his craft and his ability to bring the right people together for a purpose.”
Dr. Ron Schaefer, Chief Data Officer and board member, brings a scientific approach to growth strategy. With a Doctor of Philosophy in Biology and more than 70,000 hours of experience conducting large scale research and data analysis for organizations including Lockheed Martin, NASA, and the United States government, he provides the analytical framework behind the firm’s methodology.
Together, the two doctors combine relationship building with research driven precision. That combination allows New Pathfinders US to identify opportunities that traditional business development methods often miss.
Humans As A Solution
Many lead generation companies focus on creating large lists of contacts. New Pathfinders US focuses on creating valuable relationships.
The firm’s proprietary Humans As A Solution | HaaS Technology™ model is based on a simple idea: technology can support growth, but people create meaningful business connections.
By combining personal outreach, strategic relationship building, and advanced data insights, New Pathfinders US helps clients connect with executives, sellers, merger candidates, and decision makers who are positioned for meaningful conversations.
Clients gain access to more than $1 million worth of human resources, infrastructure, and synthesized data. The team brings more than 200,000 hours of combined experience connecting businesses with C suite leaders across the country.
The company works as an extension of each client’s team. New Pathfinders US often stays behind the scenes, allowing clients to receive the recognition for the relationships and opportunities created.
As one client explained, New Pathfinders US can become the “secret sauce” behind business growth.
Value Over Volume Through Exclusive Partnerships
New Pathfinders US does not attempt to serve every company. Instead, it focuses on building exclusive partnerships with the right clients.
Each relationship is designed around exclusivity. The firm does not share opportunities with competitors, allowing clients to pursue potential mergers, tuck ins, acquisitions, and succession opportunities with confidence.
The firm supports the entire growth process, including strategic content insights, introductory outreach, follow up campaigns, pipeline management, prospect development, relationship nurturing, and deal support.
The goal is simple: help RIA leaders grow while reducing the time, resources, and costs often required to identify and secure new opportunities.
One client shared how New Pathfinders US helped transform their organization: “With the help of Adam and his team, our investment firm went on to become quite successful, eventually expanding to over 10 offices.”
This is how New Pathfinders US sees a client’s growth. They measure a client’s growth as a function of revenue vs. cost, over time. Creating better opportunities for less… They don’t just find New Paths; New Pathfinders Us finds the paths most clearly mapped to a clients goals and to their purpose.
Proven Results And Client Success Stories
New Pathfinders US measures success through outcomes.
Every current client that has partnered with New Pathfinders US for more than two years has completed multiple purchases, mergers, or tuck ins. One of the firm’s strongest examples is an RIA that grew from $230 million in assets under management to $1.5 billion over 6.6 years through 15 acquisitions completed with New Pathfinders US support.
The momentum has continued. Within the first five months of 2026, the firm helped clients complete five acquisition opportunities and added more than $1 billion in AUM to client portfolios.
Clients consistently highlight the firm’s ability to create connections that would have otherwise been difficult to achieve.
One client stated:
“New Pathfinders US has made a significant difference for our business by giving us access to senior level prospects we wouldn’t have had otherwise. Our business portfolio has shifted significantly in the past 3 to 4 years to include 100% of our target client type in great companies. It has been transformational for us. I highly recommend the New Pathfinders team for any business, regardless of the level or size of client you target or the geography you serve. With their customized approach they can deliver any type of client you need and where you need them. They can be a strategic asset and the ‘secret sauce’ behind any business, large or small.”
Another client highlighted the firm’s ability to generate meaningful opportunities, sharing that Adam’s team created hundreds of valuable leads, helping their organization complete multiple mergers and purchases while maintaining a growing pipeline of prospects.
Nearly A Decade Of Data And Relationship Building
What makes New Pathfinders US different is the depth of knowledge behind its approach.
Dr. Gilman has spent nearly a decade building a self-initiated data analytics project based on thousands of conversations with executives, business leaders, and decision makers. Each interaction contributes additional insight into how businesses operate, what opportunities exist, and where meaningful connections can be created.
The result is a process designed not just to generate leads, but to identify opportunities with the potential to become successful partnerships.
By combining human relationships with analytical intelligence, New Pathfinders US helps clients create sustainable growth strategies while reducing the challenges associated with traditional acquisition efforts.
Award Winning RIA Business Development Excellence Today
New Pathfinders US has been recognized by Best of Best Review as the Best RIA Business Development Service in the United States of 2026, an honor that reflects the firm’s relationship driven approach, data informed strategy, and consistent success in helping RIA firms achieve sustainable growth through mergers, acquisitions, and executive level business development.
Grow Your RIA With A Proven Partner
RIA leaders looking to increase AUM, expand through acquisitions, or create stronger growth opportunities can benefit from a partnership built around relationships, research, and proven execution.
New Pathfinders US provides exclusive access to opportunities, a data informed methodology, and a team experienced in guiding more than 1,000 merger and buyout introductions.
For firms seeking a strategic growth partner, New Pathfinders US offers a unique approach that combines human connection with measurable results.
Explore how New Pathfinders US can help create the next chapter of growth through a focused, relationship driven business development strategy.
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