Reference: 6458 | Region: Selling , South East | Price: £4,000,000 | Funds Under Management: c£200,000,000 |
Recurring Income: £840,000 | No of Active Households: 6,000 Investors

This business is a directly authorised, execution-only low cost investment dealing and administration business that was established over 25 years ago. The owner of this family-run firm is looking to sell as they are seeking retirement.

This business has a great deal of potential and is ripe for growth. The nature of the business allows them to service a large number of clients and they currently have circa 6,000 investors on their books. The relationship with their clients does not rely on personal relationships or advisory services and is predominantly brand driven with the majority of contact being carried out via marketing activity to new and existing clients.

The business has between £170m and £200m worth of total investments made by their loyal client bank, which generates a recurring income of £840k. They have a clean compliance record with no upheld complaints or FCA compliance breaches. They also have 3 full-time and 2 part-time support staff, the costs for which are remarkably low resulting in high margin EBITDA.

The ideal purchase price for this business is £4m with 100% upfront on completion.