Are you a Financial Adviser looking to sell your client bank to a well-respected wealth management firm with extensive experience in acquisitions? The Company Our client company was established in 2019 with offices based across the UK. Since then, they have acquired over 10 directly authorised hubs and an additional 50 smaller businesses
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,
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
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
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
The Company Our client company has been established for c20 years and has strong financial backing from a Private Equity investor. With 21 offices across the UK, they have a fantastic national footprint while benefiting from local regional hubs giving clients a more personable service. Providing wealth management and financial advisory s
The Company Our client has been established for over 40 years, providing wealth management and financial advisory services to c600 clients. They have £400m FuM and have plans to continue growing. Offering independent financial advice with open architecture to enable clients to stay invested on existing investment mandates They have an ex
The Company Our client company is a leading Passive Discretionary Fund Manager, managing c£2.5bn FuM where they have built up a network of partnering directly authorised IFA firms across the UK who embrace and outsource passive investing for their clients as a ‘buy-and-hold’ investment strategy, aiming to generate long term returns rathe
The Company Our clients are leading the creation of a multi-layer arrangement to acquire a global Financial Services firm as well as other IFAs both offshore and UK based. This global firm has a strong independent financial planning operation passported to give advice in 20 – 25 countries. There is an awareness that vast numbers of Briti
The Company Our client is a newly established company based in Buckinghamshire who have strong financials with funding in place to help them achieve their long term goal of £300m – £400m FuM. Offering independent financial advice with open architecture to enable clients to stay invested on existing investment mandates Option – Sell