The Company
The acquiring party is a privately backed UK wealth management group led by experienced financial services professionals with backgrounds across investment management, client advice and operations. The business is in the early stages of building a long term, multi entity wealth management group and is approaching acquisitions with a strong focus on regulatory stability, client continuity and sustainable growth.
Option Sell and Go
- Suitable for advisers seeking a clean and structured exit
- A sensible and agreed transition period will be supported to ensure client care
- Buyer is prepared to take full operational responsibility post completion
Value
Multiples of up to 4x recurring income typically paid 50% upfront, 25% at end of year 1 and 25% at end of year 2
Benefits
- Well funded acquirer with capital available
- Happy to consider share or asset purchases
- Open architecture approach allowing clients to remain on existing mandates
- Existing client charging structures can be honoured
- No immediate pressure to change investment propositions
- Share purchase
Requirements
- Directly authorised UK advisory firm
- Clean compliance record with no material regulatory concerns
- Retail advice permissions in place
- Small to medium sized advice businesses preferred (£10m to £50m of FuM)
Location
South East based
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