Leading UK IFA firm looking to purchase client banks, offering typically 7 x or more EBITDA
Boutique, directly authorised and national IFA looking to acquire Nationwide firms with £20m FuM & up
Boutique national IFA launched by leading industry figures who have successfully led acquisitions at previous firms have private equity backing to acquire IFA firms at a steady pace of £500m per annum USPs of Offering independence with open architecture Guaranteed deferred payments without future adjustment once clients sign up to new cl
Firm looking for asset purchase of client banks with up to £30m FuM
Are you a Financial Adviser with up to £30m who would ideally like to create a capital event by selling your clients whilst still wanting to stay on post sale for 2 to 4 years or longer in an employed capacity and gradually transfer clients to a new adviser prior to your exit? Preferred route – Option 1 – Sell & Stay This is id
Fully independent and Directly Authorised IFA business with open architecture looking to acquire firms with £10m – £100m FuM
Are you a Financial Adviser or a small firm based within 50 miles of Reading (M4 Corridor) considering retirement and want to sell or partner with a Chartered IFA firm with sound principles on acquiring firms whilst remaining fully committed to your clients Option 1 – Immediate Buy-out This is ideal if: You are considering retirement / s
Acquisition from a directly authorised IFA with competitive multiple of recurring income / EBITDA
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
Nationwide IFA Acquisitions – all firms upwards of £50m considered offering 4.5x RI
Are you interested in selling your IFA business (any deal size from £50m 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 penali
IFA retirement options with Nationwide hotspots
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
IFA retirement options available in the South of England with no minimum FuM
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
Mortgage Adviser acquisition within 80 miles of Bristol
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