Nationwide IFA Acquisitions – all firms upwards of £25m considered

Are you interested in selling your IFA business (any deal size from £25m upwards, no maximum) to one of the UK’s largest and highly respected Wealth Managers with over £50 billion of Assets under Management and where acquisition deals are non-contingent on moving to their inhouse investment solutions plus vendors will not be penalised sh

East Anglia IFA Acquisition with multiple retirement options

Are you a Financial Advisor based in East Anglia seeking retirement or exit from the financial services? Acquisition options: Sell and Go This would suit an Adviser looking to give up being an Authorised Adviser, although be available for handover meetings to ensure there is a smooth transition. Sell and Stay This option would suit Advis

Award winning IFA looking to acquire IFA firm

Are you a sizeable IFA firm with £90m to £500m and seeking an exit to a highly profitable privately owned niche wealth management firm whose Award-winning Multi-Asset Funds are ranked in the top 10 funds in their respective peer groups? Exit Option: Sell where the vendor stays on post sale as an Employed Adviser with the Acquirer for 24

Looking to establish hub and spoke acquisition model to achieve £1bn FuM

Are you a large IFA firm with significant Funds under Management seeking buyout terms of 7 to 8 times EBITDA? Our newly formed client’s goal Our client, whose board consists of leading industry names is seeking to establish a Hub and Spoke IFA acquisition model to achieve £1bn of Funds under Management. Their short-term goal is to acquir

IFA firm acquisition in East Anglia (Advisers and staff remain post sale)

A Chartered Accountancy firm with 6 Offices across East Anglia has a substantial budget available to acquire local Independent Financial Advice firm(s) to create a financial planning division? The Acquirer This regional firm of Chartered Accountants has a heritage spanning 50 years and serves over 5,000 business clients. With a team of c

Large IFA firms with £100m+ AuA seeking a highly credible acquisition option

Does your IFA firm have £100m+ of AuA? If so, are you considering your future exit options and would like to merge with a privately owned, independent, Chartered Financial Planning firm? Acquisition option for IFA businesses holding significant AUA Our client is open to exploring the different acquisition options available and finding th

Partial Sale of your lower clients help alleviate pressure

Are you a current Financial Adviser looking to alleviate pressure by segmenting your clients and selling your lower tiers, which will help you to achieve semi-retirement or focus on growing your high value clients? The Company Our client is a well-established UK Wealth Management business that has grown to a large team of advisers spread

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