Full or partial sale with 100% upfront!

Are you a Financial Advice Firm with revenues of £2m+ looking to create a capital event either via a full or partial sale with 100% consideration payable upfront? This well-established European Wealth Management firm have a heritage stretching back to the 1800’s and are now looking to break into the UK market to expand their already sign

Are you a Financial Adviser in England or Wales with up to £400m OF FuM looking to retire or exit from Financial Services or stay on and continue growing your business without the pressures of running your business?

The Company Our client company is an exciting growing company who currently have £150m of FuM with HOTs agreed for businesses taking them up to £1bn of FuM. They have offices based in Cheltenham, London, Hereford and growing across the South West.   Offering independent financial advice with open architecture to enable cli

International private equity acquirer looking to break into the UK IFA market

Are you a medium to large size IFA Firm looking to sell your shares to an international private equity acquirer seeking to break into the UK IFA market? The Company This consortium of Private Equity investors comprises of UHNW highly successful business individuals who generally are the Alumni of a leading Business School in California,

International firm looking to acquire sizeable UK IFA businesses

Are you a Financial Adviser with up to £250m of FuM looking to sell your client bank to an established international firm? The Company Our client company have an international presence and are now looking to break into Europe. They have already acquired a DFM in Europe with c$600m FuM with two further offers in pipeline through ourselves

Established African wealth management firm seeking to expand into the UK

Are you a Retiring Financial Adviser in London / South East looking to sell your client bank to an established African wealth management firm seeking to expand into the UK. The Company The Managing Director has over 30 years of experience working in various financial institutions in the United Kingdom and Africa. He started his banking c

Directly authorised Financial Advisory firm with c£100m of FuM seeking partial sale

This vendor is approaching their mid 50’s and is not ready to retire however, they are wanting to offload some of their duties such as compliance and dealing with the FCA so they are able to spend more time seeing clients as this is what they enjoy doing. They are interested in a part sale of c75% to create a capital event but retain som

Page 1 of 13
1 2 3 13