Buying

Large multi-award winning firm offering 6% of total AuM to Nationwide IFAs

Offering retiring Advisers 6% of assets under management (AUM) transferred to a hybrid managed advice service – market leading proposition offering a multiple of 12 times 0.5%! The deal is Sell and Stay for 2 years Offering 6% of AuM transferred to our client’s inhouse investment proposition for clients under the age of 75. This is a gra

Directly authorised independent advisory firm looking to acquire firms anywhere in East Anglia with FuM between £10m and £70m

Are you an IFA based in East Anglia looking to retire and sell to a local IFA firm based in Norwich? Acquisition Deal Value Competitive multiple of recurring income of c3.5 times or higher, with a payment structure typically over 2 years. This is ideal for IFA’s where: They are based within 2 hours travelling distance from Norwich You wa

Established, independent and specialist firm looking to acquire client banks with £25m – £70m FuM

Are you an IFA or DFM with £25m to £75m of Funds under Management based within 50 miles of Winchester seeking a merger or sale? Exit Options: Sell & Go Sell & Stay as an employed Adviser Merger Acquisition Deal Value Competitive multiple of recurring income of between 3 and 4 times with a payment structure typically over 2 years.

Experienced acquirer offering up to 3.5x RI for firms ideally with £20m to £80m FuM

Are you a Financial Advisor(s) with £20m to £80m FuM, based in London or South East / South Coast seeking to sell to an experienced acquirer who has previously acquired 6 IFA businesses? Acquisition options: Preferably Sell and Stay post sale for 1 to 2 years afterwards This option would suit Advisers looking to stay post sale 3 – 4 days

Experienced acquirer offering up to 3.5x RI for firms ideally with £20m to £80m FuM

Leading UK IFA firm looking to purchase client banks, offering typically 7 x or more EBITDA

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£6.5bn 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

Yorkshire based acquirer skilled in building IFA businesses

Are you a Financial Advisor based within 50 miles radius of Weybridge, Surrey looking to sell your client bank due to retirement or exit from Financial Services industry? The Acquiring Company An exciting new IFA firm with its Head Office near Leeds and satellite office in Weybridge, Surrey is seeking to acquire an existing IFA client ba

Fast growing IFA looking to acquire Midlands client banks with £25m of FuM

Are you a Financial Advisor based in Warwickshire / Midlands looking to retire and want to sell to a small IFA practice with open architecture with no immediate changes to investments or charges? Sell and retire This would suit Financial Advisors considering retirement and would like to support the client handover process in an Ambassado

DA firm looking to acquire multiple client banks with £10m to £20m FuM – multiple retirement options available!

Are you a Financial Advisor based in Northamptonshire with up to £25m of Funds under Management looking to retire and want your clients to be serviced by a directly authorised IFA firm with a successful track record of acquiring a similar size business? Sell and retire This option would suit Financial Advisors considering retirement and

London based DA IFA specialising in HNW clients looking to acquire a client bank with up to £40m

Are you a Financial Advisor based within the city of London with a small number of HNW or UHNW clients looking to retire and want your clients to be serviced by a directly authorised city based IFA? Sell and retire This option would suit Financial Advisors considering retirement and would like to sell to an Adviser with the gravitas of a

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