Are you looking for a long-established and well-respected listed Acquirer offering independent financial advice with super-fast industry leading payment terms? Company Our client is a highly profitable National Financial Advisory Group with AUM of c.£15bn. With an EBITDA margin of over 30% the company have robust financials in terms of p
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
National independent financial planner and wealth manager is actively seeking to acquire well-run and profitable IFA businesses with upwards of c£20m FuM or full/partial buyout available for large IFA firms Company Our Client is a highly profitable National Independent Financial Advisory Group with revenue of £25m and AUM c.£4bn. They ha
Buy-and-build IFA acquirers whose board is led by experienced heavy-weight industry leaders passionate about client-centric advice and exceptional delivery with the backing of private equity have already acquired £800m of assets under management and are seeking to acquire multiple firms ranging from Funds under Management of £50m upwards
Are you a Financial Advisor based in South Wales seeking retirement from financial services and wanting to sell to local client centric IFAs? The Acquiring Company These two local Independent financial advisors have around 90 households, managing c£16m of funds under management and have capacity to absorb a retiring IFA client bank. Offe
Offering retiring Advisers 8% of their total assets under management (AUM) if they transfer clients with a minimum of £10m to its DFM proposition. For that amount an adviser would be paid £800,000 (8%) Sell and go – Acquisition Deal Option Offering 8% of AuM transferred to our client’s inhouse investment proposition within 6 months
Are you a Financial Advisor based in South Wales seeking retirement from financial services? The Acquiring Company This Independent financial advice business was established in 2004. They are Directly Authorised with the FCA. Their team consists of 15 individuals, including a Chartered Technical Services Manager who also acts as the firm
Are you an IFA business with minimum of £500k of EBITDA wanting to sell to a well-invested leading UK Independent Financial Advice firm with c£5bn of Assets under Management offering typical multiples of 7 times or more? Exit Option: Ideal scenario is “Sell and Stay” post-sale with the Acquirer for up to 2 years. Whilst our
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
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
