Are you an IFA with between £10m to £150m AuM, having a good reputation with clients with scope for growth and would ideally like the option of a full or partial sale where the owner / staff stays on post sale? Our impact investment client has branched out into Wealth Management Regulated by the FCA and a member of the British Venture Ca
Are you interested in selling your IFA business (any deal size from £25m upwards, no maximum) to one of the UK’s largest and highly respected Wealth Managers with over £50 billion of Assets under Management and where acquisition deals are non-contingent on moving to their inhouse investment solutions plus vendors will not be penalised sh
Are you a 1, 2 or 3 person IFA business seeking to sell to a long established independent financial advice business who values a business on EBITDA rather than just recurring income? Sell and retire or sell and stay acquisition options available The firm have set aside a budget (no gearing) of c£2m to acquire one or two high-quality firm
Are you a Financial Advisor or Advisory firm in the South of England seeking an exit from financial services with no minimum FuM and deal sizes up to £10m consideration? Options: Sell and retire Sell and stay Acquisition Deal Value Competitive multiple of recurring income generally between 3.3 and 3.8 times with a payment structure of 50
Are you a Mortgage Adviser or a small mortgage advice firm based near Bristol or Cheltenham considering retirement and wanting to sell your client bank or business? Option – Sell and retire Acquisition Deal Value: Generally, 1 to 1 ½ times EBITDA This is ideal for Mortgage Advisors where: You are based in Bristol, Bath, Cheltenham or
Are you a Financial Advisor in Bristol / Cheltenham or within 80 miles radius along the M4 / M5 Corridors seeking retirement and wanting to sell your business to a growing wealth business? Options: Sell and retire immediately Sell and stay on post sale Acquisition Deal Value Competitive multiple of recurring income of between 3 and 4 tim
Are you a sizeable IFA firm with £90m to £500m and seeking an exit to a highly profitable privately owned niche wealth management firm whose Award-winning Multi-Asset Funds are ranked in the top 10 funds in their respective peer groups? Exit Option: Sell where the vendor stays on post sale as an Employed Adviser with the Acquirer for 24
Are you a Financial Advisor seeking an exit from financial services with up to £100m of Funds under Management with the added option available of retaining an equity stake in your business and retaining own branding style, whilst continuing to drive growth which you will benefit from any uplifts when valuing the sale of the remaining equ
Do you want to be acquired by an IFA firm that has the true desire to successfully embed your business and make it a success, rather than consolidating the clients? Options: Sell and retire immediately Sell with stay on post sale as Employed Financial Advisers Provide your business with the capital required to take it to the next level v
Are you a Financial Advisor based in Wiltshire, Hampshire, Berkshire, Dorset, Somerset or along the M4 Corridor looking to retire and want your clients to be serviced by a local Independent Financial Adviser? The Company With a career history spanning c9 years in financial services and the last 3 as an Independent Financial Advisor, our
