The Company
Our client is an experienced investor with a strong background in financial markets, having managed multi-billion-pound portfolios at leading institutions. Their vision is to acquire and grow an IFA business by introducing technological efficiencies, streamlining compliance, and enhancing client experience. They are committed to maintaining stability during the transition while investing in long-term growth.
Options
Sell and Go
- Ideal if you’re ready to retire or step away from day-to-day operations.
- Your clients will be looked after by the existing team, ensuring continuity and care.
Sell and Stay
- Perfect if you want to remain involved for a period post-sale.
- Opportunity to be part of a forward-thinking growth strategy without the burden of ownership.
Value
Generally a multiple of 3.5x to 4x of ongoing fee income. Typical payment structure of 50% upfront, 25% at 12 months and 25% at 24 months
Benefits
- Flexible deal structure: share or asset purchase considered.
- Open architecture: clients can remain on existing mandates.
- Existing fee structures and investment strategies honoured during transition.
- Focus on enhancing processes and technology for long-term success.
Requirements
- Less than £100m FuM.
- Clean compliance record.
- Existing team in place, not reliant on a single adviser.
- Potential for operational and technological improvements.
- Located within London or within an hour’s travel by train or car.
Location
Ideally seeking firms in London or surrounding areas within one hour’s travel.
Call us now on 0208 0044 162 or click Apply
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