If you’re a financial adviser or IFA business owner considering succession or growth, this acquirer offers a blend of strong valuations, post‑deal support and cutting‑edge technology designed to free you and your team to focus on clients.
The Company
Our client is a well funded through a family office and forward thinking acquirer focused on building a modern advice and wealth management group. Supported by experienced leadership and a strong in house technology team, they aim to create scale through a cornerstone purchase and targeted bolt on acquisitions. They are investing in AI and improved systems to lift efficiency and help advisers focus on clients.
Option – Sell and Stay
Ideal for vendors who want to remain involved and share in the future growth:
- Opportunity to sell a majority stake but stay on in the business
- Option to receive shares / equity participation and “go on the journey” with the acquirer
- Strong post‑merger integration (PMI) support from an experienced technical team
- Enhanced back‑office and AI‑enabled systems to remove admin burden and free advisers to focus on clients
- Attractive for motivated adviser teams looking for a stronger platform, infrastructure and central support
Value
8× EBITDA for attractive, well‑run businesses, with the ability to stretch for high‑quality teams or particularly strategic opportunities.
Likely payment structures of 60/20/20 or 80/10/10 For Sell and Stay scenarios, there is the option to include equity / shares for owners keen to remain and grow with the group.
Benefits
- Competitive valuations with flexibility for the right businesses
- Open to both share and asset purchases
- Open architecture – clients can usually remain on existing platforms, investments and mandates
- Will look to honour existing charging structures, with sensible, client‑friendly evolution over time
- Strong post‑acquisition integration via an in‑house team of technology and operations specialists
Requirements
- Typically targeting firms with around £40m–£80m+ Funds under Management
- Clean compliance record is essential
- Vendors who are open to embracing technology
Location
Our client is open to UK‑wide acquisition opportunities, with an interest in well‑established regional firms that have strong local presence and loyal client bases.
Call us now on 0208 0044 162 or click Apply
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