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
This highly knowledgeable Chartered Financial Planner is looking to acquire a Directly Authorised IFA business through a share purchase or asset purchase The Acquirer This acquirer is a passionate individual who has amassed over 30 years financial services experience and developed highly technical knowledge having proudly maintained his
Are you a Financial Adviser considering your exit over next 1 – 5 years and would like to achieve up to 4 times recurring income?! The Company Our client is a well-established UK Wealth Management business that has grown to a large team of advisers spread across the UK, including Scotland and Northern Ireland, since forming in 2006. With
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
