Are you looking for a long-established and well-respected listed Acquirer offering independent financial advice with super-fast industry leading payment terms? Company Our client is a highly profitable National Financial Advisory Group with AUM of c.£15bn. With an EBITDA margin of over 30% the company have robust financials in terms of p
UK investment firm, headquartered in London with the financial backing of a billion-dollar global company has ambitious targets to acquire up to 30 IFA firms across the UK to create a national IFA business over the next 18 months. Our client’s goal To acquire 20 – 30 IFA businesses across the depth and breadth of the UK within the
National independent financial planner and wealth manager is actively seeking to acquire well-run and profitable IFA businesses with upwards of c£20m FuM or full/partial buyout available for large IFA firms Company Our Client is a highly profitable National Independent Financial Advisory Group with revenue of £25m and AUM c.£4bn. They ha
Buy-and-build IFA acquirers whose board is led by experienced heavy-weight industry leaders passionate about client-centric advice and exceptional delivery with the backing of private equity have already acquired £800m of assets under management and are seeking to acquire multiple firms ranging from Funds under Management of £50m upwards
Offering retiring Advisers 8% of their total assets under management (AUM) if they transfer clients with a minimum of £10m to its DFM proposition. For that amount an adviser would be paid £800,000 (8%) Sell and go – Acquisition Deal Option Offering 8% of AuM transferred to our client’s inhouse investment proposition within 6 months
Are you an IFA business with minimum of £500k of EBITDA wanting to sell to a well-invested leading UK Independent Financial Advice firm with c£5bn of Assets under Management offering typical multiples of 7 times or more? Exit Option: Ideal scenario is “Sell and Stay” post-sale with the Acquirer for up to 2 years. Whilst our
Boutique national IFA launched by leading industry figures who have successfully led acquisitions at previous firms have private equity backing to acquire IFA firms at a steady pace of £500m per annum USPs of Offering independence with open architecture Guaranteed deferred payments without future adjustment once clients sign up to new cl
Are you an IFA with between £10m to £150m AuM, having a good reputation with clients with scope for growth and would ideally like the option of a full or partial sale where the owner / staff stays on post sale? Our impact investment client has branched out into Wealth Management Regulated by the FCA and a member of the British Venture Ca
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 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
