Are you a directly authorised IFA with DB Pension Transfer permissions looking to sell your shares? Acquisition options Sell and retire or sell and stay Acquisition Deal Value Would consider paying 3 to 4 times recurring income for the right client bank and potentially more for the shell company where the assets under management is below
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
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
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
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
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
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
