Wales

National independent financial planner and wealth manager is actively seeking to acquire well-run and profitable IFA businesses with upwards of c£200k recurring income with full/partial buyout available

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

IFA Acquisitions across the UK – highly competitive offering!

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

Fully independent local IFA looking to acquire IFAs in South Wales – up to 3.5 times recurring income!

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

Large multi-award winning firm offering 6% of total AuM to Nationwide IFAs

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

Leading UK IFA firm looking to purchase client banks, offering typically 7 x or more EBITDA

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£6.5bn 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, 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

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

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

Retirement options available in South Wales, London and along the M4 Corridor

Expanding Financial Planning firm created by 2 leading City Fund Managers seeking to acquire further IFA business / client banks in South Wales or London Options: Sell and retire immediately Sell and stay on post sale as an Employed Adviser with the Acquirer Acquisition Deal Value Competitive multiple of recurring income of between 3 and

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