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
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
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
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
This local award-winning IFA based in Leeds with £30m of FuM is looking to continue their growth through acquiring clients from a retiring IFA Flexible exit strategy available for immediate retirement or deferred retirement Our client is open to exploring different timescales to fit with your ideal retirement date. Acquisition Deal Value
Are you a Financial Advisor considering retirement and want your clients to be serviced by a well-established IFA with over 65 successfully completed acquisitions when you retire? Retirement option 1 – Sell and retire Are you seeking an immediate retirement and are ready to hang up your boots now? This IFA firm offers the opportun
Are you looking for a North Yorkshire based IFA firm to acquire your clients and benefit from a smooth transition? The Acquirer This Independent Financial Advisory firm of nearly 20 years, is well established in the Yorkshire area. The two Directors comprise of a highly skilled Financial Adviser and a Paraplanner holding the Level 6 Char
Are you seeking a share purchase of your IFA firm based in Northern England and potentially may have various business owners with different desired exit dates? The Acquirer This acquirer has over 30 years’ experience within financial services and has an established Independent Financial Planning firm based in Harrogate, North Yorkshire.
Do you have 30 – 35 surplus clients with ideally £200k holdings or above, preferably on platform or suitable to moving to a platform? The Acquirer This directly authorised Independent Financial Advisory firm, with dual offices in Leeds and Isle of Wight has a combined level of experience of over 80 years! They currently have over
Are you a Financial Adviser considering your exit over next 1 – 5 years and would like to achieve up to 4 times recurring income?! The Company Our client is a well-established UK Wealth Management business that has grown to a large team of advisers spread across the UK, including Scotland and Northern Ireland, since forming in 2006. With
