Are you a large IFA firm with significant Funds under Management seeking buyout terms of 7 to 8 times EBITDA? Our newly formed client’s goal Our client, whose board consists of leading industry names is seeking to establish a Hub and Spoke IFA acquisition model to achieve £1bn of Funds under Management. Their short-term goal is to acquir
Are you a Financial Advisor with a small client bank based within 25-mile radius of Woodford Green, Essex looking to retire and want your clients to be serviced by a local Independent Financial Advisor? The Company With a career history spanning 38 years, of which our client gained a number of years’ experience as a Private Client
Are you a Financial Advisor based along the South Coast / South Downs looking to retire or exit from the Financial Services industry? The Acquiring Company Over 20 years anniversary of establishment, this firm of Independent Financial Advisors is a friendly yet highly professional team. The team consist of 10 IFAs and 11 support staff. T
Are you a Financial Adviser with 40 – 60 clients based around Guildford looking to retire and want your clients to be serviced by a local Chartered Independent Financial Adviser? The Company With a career history spanning 32 years at NatWest with the last 16 years as a Private Investment Manager / Financial Adviser before establish
Are you a Financial Advice firm in Bristol or within our client’s footprint of Birmingham to Southampton wanting to sell to a firm that have grown both organically and through six acquisitions of other firms to date? The Acquiring Company Established 28 years ago, this financial advice business offers a well-established, tried and tested
Are you a Financial Adviser or firm based in London or South East (south of the River Thames) looking to retire or exit from the Financial Services industry? The Company This family run Chartered IFA with offices in London’s Financial District and Borough of Bromley is seeking to acquire a couple of firms with circa £20m (or higher
Are you a Financial Advisor looking to retire and want your clients to be serviced by a reputable Chartered Wealth Advisor whose office is based in Lombard Street and lives in North London, and someone who has a genuine care for client value and strong long-term relationships who is building his client bank through acquisition of small r
Are you a Financial Adviser with high net worth clients (minimum £250k client holdings) based around the Guildford area looking to retire and want your clients to be serviced by an experienced local IFA who is passionate about developing and maintaining a trusting long term relationship with his clients? The Company With a career history
Does your IFA firm have £100m+ of AuA? If so, are you considering your future exit options and would like to merge with a privately owned, independent, Chartered Financial Planning firm? Acquisition option for IFA businesses holding significant AUA Our client is open to exploring the different acquisition options available and finding th
Are you a Financial Advisor based in Kent and looking to retire? This existing, highly successful Financial Services firm are wanting to grow their wealth business through acquisitions. Sell and stay as a Financial Advisor – acquisition option This IFA Acquisition option is ideal for Financial Advisor seeking a capital event and remain a
