Award winning IFA looking to acquire IFA firm

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

Flexible IFA retirement options including an equity stake

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

Medium and large IFA firms to be acquired

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

Looking to establish hub and spoke acquisition model to achieve £1bn FuM

Are you a large IFA firm with significant Funds under Management seeking buyout terms of 7 to 8 times EBITDA? Our newly formed client’s goal Our client, whose board consists of leading industry names is seeking to establish a Hub and Spoke IFA acquisition model to achieve £1bn of Funds under Management. Their short-term goal is to acquir

Flexible exit strategy option for Yorkshire IFAs or IFA firms

Are you a Financial Adviser or firm based in Yorkshire, along M62 Corridor or M1 Corridor to Nottingham / Derby looking to retire or exit from the Financial Services industry? The Company This wealth business has restricted and fully independent arms. The group has funds under management of £600m with a turnover of £3.5m with 26 advisers

Looking to acquire client bank within Harrogate area

Are you a Financial Advisor based in North Yorkshire / North East looking to retire and want your clients to be serviced by an experienced and knowledgeable leader in Financial Services who has returned to advising and is seeking to grow his own sole Adviser IFA firm in North Yorkshire and 50 mile surrounding area of Harrogate. The Acqui

Large IFA firms with £100m+ AuA seeking a highly credible acquisition option

Does your IFA firm have £100m+ of AuA? If so, are you considering your future exit options and would like to merge with a privately owned, independent, Chartered Financial Planning firm? Acquisition option for IFA businesses holding significant AUA Our client is open to exploring the different acquisition options available and finding th

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