The Company
Our client is a highly respected investment bank based in London, specialising in delivering cross-asset investment solutions to high-net-worth individuals, IFAs, hedge funds, and pension funds. With a strong reputation for innovation and client care, they are now looking to expand their footprint through the acquisition of quality IFA firms.
Options
Sell and Stay
- Perfect for those who want to remain involved post-sale.
- Opportunity to continue serving clients while benefiting from the support of a larger organisation.
- Access to enhanced investment solutions and resources.
Value
Our client is prepared to offer around 4 times multiple of recurring income, with a typical structure of 50% upfront and the balance paid over 2 years.
Benefits
- Share purchase
- Open architecture: clients can remain on existing mandates.
- Existing charging structures honoured.
- Minimal disruption to staff and operations.
- Strong financial backing and stability.
Requirements
- Firms managing £50 million to £250 million in assets.
- Clean compliance record.
- Preference for businesses with solid infrastructure.
- DB transfers considered subject to compliance standards.
Location
Open to firms across the UK – no regional limitations.
Call us now on 0208 0044 162 or click Apply
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