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

Immediate or deferred retirement for Northern Ireland IFAs

Are you a Financial Advisor looking for an acquisition exit strategy with a highly successful financial advice business based in Northern Ireland? The Company This long-established financial services firm was established over 25 years ago and has developed an extensive client bank within a 35-mile radius of Belfast. With smart offices in

Established Northern Ireland business looking to acquire

Are you a Financial Adviser looking for an acquisition exit strategy with a highly successful Chartered firm of IFA’s based in Northern Ireland? The Company Our client is based in Northern Ireland and has built a respected reputation as part of one of the UK’s largest independent, Chartered financial planning firms in the UK. Estab

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

Immediate exit route achieving typically 3.5x

  Are you a current Financial Adviser weighing up your exit strategies and would like an established advisory firm, with local Advisers to provide you with a competitive capital event for your client bank? The Company Our client is a well-established UK Wealth Management business that has grown to a large team of advisers spread acr

Partial Sale of B & C clients

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, plus receive a highly competitive multiple of recurring income? The Company Our client company have a team of highly trained

Become a Partner firm within a growing IFA Group

Are you a Financial Adviser looking ahead and want to de-risk your exit strategy by becoming a Partner of a growing IFA group (whilst retaining control of your own business) and ability to exercise the full buy-out when you are ready? The Company – This independent financial advice group has grown significantly since its inception in 201

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