Are you a Financial Advice Firm with revenues of £2m+ looking to create a capital event either via a full or partial sale with 100% consideration payable upfront?

This well-established European Wealth Management firm have a heritage stretching back to the 1800’s and are now looking to break into the UK market to expand their already significant coverage.

The Company

Our client company has a big presence in Scandinavia and are now looking to break into the UK. In 2023, they had revenues in 2023 of €160 Million and 675 employees.

Offering independent financial advice with open architecture to enable clients to stay invested on existing investment mandates where these best suit clients needs. Otherwise, they are advocates of using Goldman Sachs for fund management.

The firm have strong financials following significant investment from a private equity firm to support their growth plans through acquisitions.

They have an excellent acquisition track record by having undertaken 38 previous acquisitions since 2020, where they have developed a tried and tested model of retaining clients.

Option – Sell and Stay

This is ideal if:

  • You are wanting to create a capital event, and potentially stay on post sale
  • You have a management team in situ to carry on running the business
  • You are wanting to grow the business with capital available for further acquisitions and organic growth
  • You would like open architecture to allow your client to migrate on existing mandates where these best meet the clients’ needs
  • You want to be acquired by a highly competent and compliant organisation with a proven track record in acquisitions

Value

  • Generally a multiple of 6-9x EBITDA  
  • Would consider paying 100% upfront! Yes, you read that right, 100% UPFRONT!
  • Will look at acquiring a partial stake or a full 100% purchase

Benefits

  • Independent Financial Advice
  • Open architecture to leave clients on existing mandates whilst new relationships are built with advisers
  • Deals are non-contingent to moving clients to their centralised investment proposition
  • Clients having access to Goldman Sachs for fund management (normally only available to UHNW clients)
  • Honour existing charging structures
  • Tried and tested merger and acquisition model to maximise client retention
  • Happy with both share and asset purchases

Criteria

  • You must be a Financial Adviser Firm suitable for change of control, with ideally revenues of £2m+
  • Solid infrastructure in place with advisors, management team and support staff
  • Clean compliance record

Locations

Ideally London or the South East

Call us now on 0208 0044 162 or click Apply

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The information contained in our advert including any valuation calculations and percentage of up front and deferred payments are given in good faith and Premier Jobs UK Ltd uses all reasonable efforts to ensure that it is accurate. However, Premier Jobs UK Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Premier Jobs UK Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.