North East

Award winning IFA looking to acquire IFA firm

Are you a sizeable IFA firm with £90m to £500m and seeking an exit to a highly profitable privately owned niche wealth management firm whose Award-winning Multi-Asset Funds are ranked in the top 10 funds in their respective peer groups? Exit Option: Sell where the vendor stays on post sale as an Employed Adviser with the Acquirer for 24

Flexible IFA retirement options including an equity stake

Are you a Financial Advisor seeking an exit from financial services with up to £100m of Funds under Management with the added option available of retaining an equity stake in your business and retaining own branding style, whilst continuing to drive growth which you will benefit from any uplifts when valuing the sale of the remaining equ

Medium and large IFA firms to be acquired

Do you want to be acquired by an IFA firm that has the true desire to successfully embed your business and make it a success, rather than consolidating the clients? Options: Sell and retire immediately Sell with stay on post sale as Employed Financial Advisers Provide your business with the capital required to take it to the next level v

Looking to establish hub and spoke acquisition model to achieve £1bn FuM

Are you a large IFA firm with significant Funds under Management seeking buyout terms of 7 to 8 times EBITDA? Our newly formed client’s goal Our client, whose board consists of leading industry names is seeking to establish a Hub and Spoke IFA acquisition model to achieve £1bn of Funds under Management. Their short-term goal is to acquir

Large IFA firms with £100m+ AuA seeking a highly credible acquisition option

Does your IFA firm have £100m+ of AuA? If so, are you considering your future exit options and would like to merge with a privately owned, independent, Chartered Financial Planning firm? Acquisition option for IFA businesses holding significant AUA Our client is open to exploring the different acquisition options available and finding th

North East IFAs – local firm seeking client banks

As an IFA based in the North East, would you prefer upon retirement for your clients to be handed to a local Financial Advisor with offices in Newcastle City Centre and Gateshead? Sell and retire – acquisition option This option would suit Financial Advisors seeking retirement and would take comfort in 2 highly experienced IFAs taking ov

Local North East IFA firm looking to acquire small client bank

This local IFA firm is looking to acquire a small client bank within the North East area The Acquirer Our client is an experienced Financial Adviser who has won awards throughout his career, before setting up his own directly authorized, local IFA firm in Stockton-on-tees. In 2015, he successfully went through the process of acquiring an

Acquirer seeking IFA firm via Share Purchase

Are you seeking a share purchase of your IFA firm based in Northern England and potentially may have various business owners with different desired exit dates? The Acquirer This acquirer has over 30 years’ experience within financial services and has an established Independent Financial Planning firm based in Harrogate, North Yorkshire.

Partial Sale of your lower clients help alleviate pressure

Are you a current Financial Adviser looking to alleviate pressure by segmenting your clients and selling your lower tiers, which will help you to achieve semi-retirement or focus on growing your high value clients? The Company Our client is a well-established UK Wealth Management business that has grown to a large team of advisers spread