Are you a Financial Advisor in Greater London or M25 Corridor and looking to retire or exit from the Financial Services industry? The Company This individual has 13 years’ experience within Financial Services. Having provided Paraplanning support to some of the City’s top IFAs this individual became a Registered Individual in 2021 for th
Are you a Financial Advisor or firm based in Oxfordshire, Buckinghamshire or Hertfordshire and looking to retire or exit from the Financial Services industry? The Company This growing Wealth Management firm with £80m Funds Under Management has aspirations of doubling their FuM over the next 18 months through organic growth and further ac
Are you looking for a long-established and well-respected listed Acquirer offering independent financial advice with super-fast industry leading payment terms? Company Our client is a highly profitable National Financial Advisory Group with AUM of c.£15bn. With an EBITDA margin of over 30% the company have robust financials in terms of p
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
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 revenue of £25m and AUM c.£4bn. They ha
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 8% of their total assets under management (AUM) if they transfer clients with a minimum of £10m to its DFM proposition. For that amount an adviser would be paid £800,000 (8%) Sell and go – Acquisition Deal Option Offering 8% of AuM transferred to our client’s inhouse investment proposition within 6 months
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.
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
