Scotland

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 AUM c.£8bn. They have 140 advisers and

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 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

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

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