Are you a Financial Advisor based in the West Midlands seeking retirement or exit from the financial services? Acquisition options: Sell and Go This would suit an Adviser looking to retire or exit financial services, although be available for handover meetings to ensure there is a smooth transition. Acquisition Deal Value Offering compet
Are you a 1, 2 or 3 person IFA business seeking to sell to a long established independent financial advice business who values a business on EBITDA rather than just recurring income? Sell and retire or sell and stay acquisition options available The firm have set aside a budget (no gearing) of c£2m to acquire one or two high-quality 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
Are you a Financial Advisor seeking an exit from financial services with up to £200m of Funds under Management with the added option available of retaining an equity stake in your business and retaining own branding style, whilst continuing to drive growth which you will benefit from any uplifts when valuing the sale of the remaining equ
Do you want to be acquired by an IFA firm that has the true desire to successfully embed your business and make it a success, rather than consolidating the clients? Options: Sell and retire immediately Sell with stay on post sale as Employed Financial Advisers Provide your business with the capital required to take it to the next level v
Are you thinking about retiring within the next 12 months and wanting to sell to a reputable, longstanding Chartered IFA firm based in Milton Keynes with 30 years history? The Acquirer Our client is an established Chartered IFA firm of over 30 years, with their team comprising of 2 Financial Advisers, 2 Paraplanners and an Administrator.
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
Are you a Financial Advice firm in Bristol or within our client’s footprint of Birmingham to Southampton wanting to sell to a firm that have grown both organically and through six acquisitions of other firms to date? The Acquiring Company Established 28 years ago, this financial advice business offers a well-established, tried and tested
Are you a Financial Advisor or IFA firm based in Worcestershire looking to retire or exit from the Financial Services industry? The Company This Estate Agency and Lettings business with 6 offices spread across Worcestershire has a long established mortgage advice business with 12 Mortgage and Protection Advisors completing around 120 mor
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