Are you looking for a long-established and well-respected Acquirer who has a track record of completing over 40 acquisitions offering leading terms with full payout in 12 months? Company Our client is a highly profitable National Wealth Management Advisory Group with a healthy balance sheet. Employing advisers across multiple offices thr
Are you seeking a long-established regional IFA firm based in the South East with substantial cash balances to acquire your IFA clients, offering payment terms over 15 months? Competitive Deal Options for share or asset purchases Offering between 3 – 4 x recurring income or 5 – 6 times EBITDA for larger businesses; each deal being
Are you a Financial Advisor based in Worcestershire / West Midlands looking to retire and want your clients to be serviced by a local IFA? Sell and retire – acquisition option This option would suit Financial Advisors with £50k to £100k of recurring income considering retirement and would like to handover clients to an experienced
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
Are you a Financial Adviser looking to retire or exit from Financial Services with over £50m of FuM but would like to sell to an Acquirer who prefers sellers to stay on with embedding clients and also offering bonuses for any uplifts in fees. This buy-and-build IFA acquirer whose board is led by experienced heavy-weight industry leaders
Are you a Financial Advisor with c£10m FuM based in the South West seeking retirement from financial services and wanting to sell to a local IFA who recently set himself up as self employed and wants to grow his current client base of 30 households through acquisition? The Acquiring Company A local Independent financial advisor whose pre
Are you a Financial Advisor based in South Wales seeking retirement from financial services and wanting to sell to local client centric IFAs? The Acquiring Company These two local Independent financial advisors have around 90 households, managing c£16m of funds under management and have capacity to absorb a retiring IFA client bank. Offe
Are you a Financial Advisor or partnership based within 40 miles of Sheffield (South Yorkshire), Lincoln, Walsall (East & West Midlands) and Preston (North West) looking to retire and want your clients to be serviced by a local IFA firm with existing £140m FuM? Sell and retire – acquisition option This option would suit Financi