The Company
A fast growing, independent financial advice & wealth management group backed by a Family Office, combining a regulated advice business, a modern central investment proposition, and a fully in house technology platform. With more than £1.3bn AUM across the group and a strong presence in the South West and London, the business continues to expand its hub and spoke model by partnering with high quality advice firms that value client care, robust compliance, and long term stability.
Option – Sell and Go
Ideal for owners planning to retire or fully exit the business.
- Straightforward transition pathway for clients and staff
- Continuity protected through retention of key support personnel
- Clear, structured handover process handled by an experienced integration team
- No requirement for vendor involvement post completion
Option – Sell and Stay
Designed for firms seeking a long term home, particularly hub level opportunities.
- Attractive equity or incentive arrangements available for vendors who stay on
- Access to a mature centralised investment proposition and in house tech platform
- Full operational support allowing advisers to focus on client work
- Employed adviser structure preferred, offering stability and future progression
Value
The acquirer typically offers 3.5x recurring income, with potential to exceed this where the business can evidence good profitability
For larger businesses, typical valuations fall around 7–8x EBITDA.
A common payment structure for retiring principals is over 24 months, with flexibility to tailor deals around individual needs.
Benefits
- Open to both share or asset purchases
- Willing to retain back office teams where they add value
- Open architecture available to keep clients on existing mandates where appropriate
- Ability to honour existing client charging structures, with gradual uplift where required
- Comfortable acquiring firms with DB pension exposure
- Strong integration support and in house systems
Requirements
- Ideal spoke firms: £40m–£60m FUM, with flexibility for firms that complement an existing hub
- Ideal hub acquisitions: minimum £500k EBITDA
- Clean and consistent compliance history
- Open to DB transfer history where compliant
Location
The group seeks firms across:
- South West
- London
- Wider South of England and additional regions where there is strong cultural and operational fit
Call us now on 0208 0044 162 or click Apply
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