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 Buckinghamshire, Oxfordshire, Hertfordshire, Cambridgeshire or Exeter and looking to retire or exit from the Financial Services industry? The Company This growing Wealth Management firm with £200m Funds Under Management has aspirations of doubling their FuM in 2023 through organic growth and f
Are you looking for a long-established and well-respected Acquirer who has a track record of completing over 40 acquisitions offering leading terms with full payout in 12 months? Company Our client is a highly profitable National Wealth Management Advisory Group with a healthy balance sheet. Employing advisers across multiple offices thr
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
Company Our Client is a highly profitable National Independent Financial Advisory Group with AUM c.£10bn. They have over 165 advisers and 625 staff in total operating from almost 50 offices nationwide. With the backing of a well-respected and well-funded mid-tier PE House plus mainstream bank they have funding in place to continue their
Are you a Financial Adviser looking to retire or exit from Financial Services with over £50m of FuM but would like to sell to an Acquirer who prefers sellers to stay on with embedding clients and also offering bonuses for any uplifts in fees. This buy-and-build IFA acquirer whose board is led by experienced heavy-weight industry leaders
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 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
