The Company
This acquirer is a long standing, respected wealth management group with roots dating back to the 1980’s and led by a team with decades of experience.
With £3.5bn AUM, strong private equity backing and ambitious plans to scale over the next few years, they offer sellers the reassurance of financial strength, operational sophistication and the capacity to integrate quickly and effectively.
Option – Sell and Go
- Ideal for business owners wanting a clean, well-supported transition into retirement
- Highly experienced integration and post completion teams
- Vendors encouraged to meet previous sellers who have exited successfully
Option – Sell and Stay
- Employed model only — perfect for advisers wanting long term career stability within a national group
- Access to pod based support teams, robust central infrastructure, and a well resourced planning environment
- Ability to transition clients gradually into the CIP after 12 months, while continuing to serve them with full autonomy
- Flexible on equity mix and earnings structure for advisers remaining in the business
Value
You can expect competitive commercial terms, typically up to 4–4.5× ongoing recurring revenue or circa 7× EBITDA, depending on the quality of earnings and client profile.
Deal structures are flexible, commonly paid across 2–3 years, with potential for fee uplift sharing.
Benefits
- Happy with both share and asset purchases
- Ability to leave clients on existing mandates initially
- Will honour existing charging structures during transition
- Experience completing 20 acquisitions across the UK
- Guidance on data reconciliation pre DD, including recommended external partners
Requirements
- Typically interested in firms with £25m–£200m+ FuM, though flexible depending on regional fit
- Clean compliance history
- Will consider books with historic DB transfers
- Vendors motivated by cultural alignment and high quality ongoing client service
Location
Open to opportunities nationwide, with particular demand in the North West and North East
Call us now on 0208 0044 162 or click Apply
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