Are you a Financial Advisor with up to £100m Funds Under Management looking to retire and want to sell to an IFA practice with open architecture with no immediate changes to investments or charges? Sell and stay Would be happy to look at an Advisor staying on post sale for up to 2 years. They typically pay their advisors a £50k basic and
Are you a Financial Advisor looking to sell your client bank due to retirement or exit from Financial Services industry? The Acquiring Company This Private Wealth Management business is a boutique firm of independent financial advisers based in London and Nottingham, with group locations in Wolverhampton, Newcastle upon Lyme and Bridgnor
Are you looking for a long-established and well-respected Acquirer who has a track record of completing over 40 acquisitions offering leading terms with full payout in 12 months? Company Our client is a highly profitable National Wealth Management Advisory Group with a healthy balance sheet. Employing advisers across multiple offices thr
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
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
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
Are you a Financial Advisor or partnership based within 40 miles of Sheffield (South Yorkshire), Lincoln, Walsall (East & West Midlands) and Preston (North West) looking to retire and want your clients to be serviced by a local IFA firm with existing £140m FuM? Sell and retire – acquisition option This option would suit Financi
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
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
Are you a Financial Advisor based in West Yorkshire, North West or North East regions looking to retire and want your clients to be serviced by two local Financial Advisers? Sell and retire This option would suit Financial Advisors considering retirement and would like to sell to father and son team of financial advisers who have capacit
