IFA Buyers London & South East

Up front budget: £1,200,000

Current turn over circa: £2,000,000

Cash offer: Up to 3.85x Recurring Income

Established since: 25

Locations: Greater London

Additional Notes:
East London IFA Purchaser Who Is Encouraging The Owners to Stay 2-3 Years in the Practice and Will Keep the Brand for a Similar Period

- Average client portfolio amount is not important in the Practice and to a certain extent neither is the typical age profile of the client.
- The business is encouraging Principals to continue and work in the Practice receiving a large percentage of the turnover for managing client relationships (details on request).
- The payments will be structure over a 12-24 months period following completion.

A Premium offer will be available to Practices of the following profile:

. Practice between £10m-£120m Funds under Management
. Share Purchase Option
. Located in the London and Greater London area
. Businesses with existing DFM relationships is preferred

For more information please call 01765 698 699 and quote the reference number 178842

Up front budget: £6,000,000

Current turn over circa: £11,000,000

Cash offer: 3.8x Recurring Income

Established since: 1993

Locations: London

Additional Notes:
Leading London IFA for Business Owner Clients with a Successful Track Record Having Completed On Over 5 Acquisitions

- The Practice has over one hundreds Lawyers and Accountants referring over 400 new clients to the business per year.

- Family office style service to clients where the business provides advice ranging from Holistic Financial Planning to overseas house purchasing to invoice discounting.

- The firm encourages Principals to remain in the business to manage and oversea the transaction of clients.


A Premium offer will be available to Practices of the following profile:

. Practice between £70m-£250m Funds under Management
. Share Purchase Option
. Located in the London and Greater London area

For more information please call 01765 698 699 and quote the reference number 178425

Up front budget: £1,200,000

Current turn over circa: £4,000,000

Cash offer: Up to 3.6x Recurring Income

Established since: 1982

Locations: Greater London

Additional Notes:
- No change to fee structure or investment proposition for at least two years during the earnout to ensure maximum retention of clients.

- The Retiring Principle has the option of remaining in the business for 1-2 years, focusing solely on managing the clients while receiving a percentage of the overall turnover of the business (more details on request).

- The firm has taken on board more over 13 IFA Practices in the last 15 years, on the three most recent acquisition no clients were lost and the owners received more than 100% of the original value of the business.


A Premium offer will be available to Practices of the following profile:

. Practice between £40m-£150m Funds under Management
. Share Purchase Option
. Located in the London and Greater London area

For more information please call 01765 698 699 and quote the reference number 178765

Up front budget: £6,000,000

Current turn over circa: £15,000,000

Cash offer: Up To 7x EBITDA

Established since: 2003

Locations: South West

Additional Notes:

Regional South West IFA Practice Offering a Full or Partial Buyout Paying up to 7x EBITDA

This buyer has had fantastic success with over 4 previous acquisitions experiencing, on average, 98% retention in conjunction with zero losses of clients from the large pool currently served. In addition, there has been very little material change other than development to the business model or the staff. The continuity within the acquisition strategy alongside the strong cash flow generation means any installment payments the years post acquisition have little risk attached.


A Premium offer will be available to Practices of the following profile:
. Practice between £70m-£600m Funds under Management
. Share Purchase Option
. Located in the Taunton, Exeter, Dorchester, Bristol, Bournemouth and the Surrounding area

For more information please call 01765 698 699 and quote the reference number 178745

Up front budget: £750,000

Current turn over circa: £1,200,000

Cash offer: 3.5x recurring revenue

Established since:

Additional Notes: Local IFA managing £120m of clients funds seeking their 5th successful business integration

This client is offering 3.5x recurring revenue with 50% of the total consideration being paid upfront, 75% within 12 months and 100% within 24 months.

There are 5 advisors to look after your clients with paraplanning and admin support at their disposal. Therefore, your clients will be serviced by high quality staff with the time and resources to provide that bespoke, personal service.

This firm has successfully integrated 4 firms into the practice with the largest being £600,000 in turnover. They have achieved incredibly high levels of client retention, over 90% throughout. Thus, ensuring safe pair of hands to look after your life's work, increasing the confidence in being paid in full in the deferred elements.

For more information please call 01765 698 699 and quote the reference number 178657

Up front budget: £15,000,000

Current turn over circa: £12,000,000

Cash offer: Up to 7x EBITDA

Established since: 1994

Locations: Kent

Additional Notes:
Unique, Local Purchaser Offering Guaranteed Payments, Option to Remain and Work in the Business While Keeping the Current Staff and Branding in Play

- Payments will not be contingent on client retention or revenue performance thus de-risking the deal
- Principals can remain working in a salaried role purely managing clients without day-to-day responsibilities
- In most cases, the firm will likely keep the staff on board alongside the current branding of the firm to minimise change to the client experience

A Premium offer will be available to Practices of the following profile:
. Practice between £50m-£750m Fund under Management
. Share Purchase Option
. Located in the Kent, Sussex, South Surrey, Portsmouth, Redhill, Brighton, Maidstone, Sevenoaks and the Surrounding area

For more information please call 01765 698 699 and quote the reference number 178592

Up front budget: £6,000,000

Current turn over circa: £9,000,000

Cash offer: Up to 9x EBITDA (Profit)

Established since: 1995

Locations: Greater London

Additional Notes:
IFA Purchaser Paying up To 9x EBITDA (Profit) with All advisers to be Allocated a Shareholding in the Group

- The purchaser will maintain the brand if there is a strong, reputable brand in place
- Once the Principal(s) have handed over clients the deferred payments will not be subject to any adjustment
- The management team that will assume day to day running of the Practice are some of the most experienced in the industry

A Premium offer will be available to Practices of the following profile:
. An average client holding of over £300,000
. Practice between £100m-£500m Fund under Management
. Share Purchase Option
. Located in the City, Greater London or Home Counties

For more information please call 01765 698 699 and quote the reference number 178558

Up front budget: £1,200,000

Current turn over circa: £1,000,000

Cash offer: Up to 3.8x Recurring Income

Established since: 2006

Locations: Portsmouth

Additional Notes:

Privately Owned IFA with £2m of Secured Funding, a Bespoke Solution to Investments and Able to Pay up to 3.8x Recurring Income for the Right Practice

- Several Highly Qualified Advisers with capacity to manage client relationships moving forward
- The Practice has successfully completed on two acquisitions in the past and managed to retain all but one client.
- The practice operates on most platforms and can provide a bespoke proposition to higher-net-worth clients

A Premium offer will be available to Practices of the following profile:

. Located in the Portsmouth, Southampton, Winchester, Fareham, Brighton area Surrounding area
. Practices between £10m-£90m Funds Under Management

For more information please call 01765 698 699 and quote the reference number 178378

Up front budget: £2,000,000

Current turn over circa: £1,000,000

Cash offer: Up to 3.75x Reccuring Income

Established since: 1996

Locations: Reading

Additional Notes:
IFA Purchaser Specialising in Clients above £500,000 Where the Leading Director is Looking to Personally Take on Clients in a Handover

Specialist Practice with four support staff to each adviser, enabling the advisers to focus on a tailored investment model for each client. As a result of the infrastructure and a support heavy model, the Practice has seen 99% retention of Clients in the last few Practices Integrated With the Business.

For more information please call 01765 698 699 and quote the reference number 177944

Up front budget: £200,000

Current turn over circa: £800,000

Cash offer: up to 4x recurring 50/25/25

Established since: 1995

Locations: Kent

Additional Notes: Established IFA seeking their 4th successful business integration, housing £90m FUM looking to include principal in a warm handover period.

This firm has completed 3 IFA integrations previously boasting 100% client retention in their most recent one, and an average of over 95% across the 3. Thus, a very safe pair of hands to leave your life's work.

There are 3 advisors in the practice and the firm is aiming for the principal to help determine which clients are best suited for which advisor for the purpose of maintaining high levels of client retention, resulting in you being paid in full.

For more information please call 01765 698 699 and quote the reference number 178624

Up front budget: £500,000

Current turn over circa: £1,500,000

Cash offer: 4.2x 60/20/20

Established since: 2008

Additional Notes: Taunton based IFA housing £100m FUM with 11 advisors and 10 back office staff

This firm is offering up to 4.2x recurring revenue with 60% of the total consideration upfront, 80% within 12 months and 100% in 24 months.

The well established regional firm is seeking to acquire an IFA offering high levels of continuity and ensuring that they will not be shoehorning the clients into their investment proposition.

This firm will also be seeking the advice of the retiring principal in the handover period to determine which adviser is best suited for each individual client for the purpose of keeping high levels of client retention and thus paying the principal out in full

For more information please call 01765 698 699 and quote the reference number 178518

Up front budget: £2,000,000

Current turn over circa: £20,000,000

Cash offer: Up to 7x EBITDA

Established since:

Additional Notes: Established for 5 years.
This a private investment firm that is looking to enter the IFA market. They want to create a larger national group through acquisition over several years with the brands remaining independent whilst they centralize compliance/IT/finance etc. It's important for them to keep the IFAs incentivized and can structure transactions to meet that goal.
Very deep pockets.

For more information please call 01765 698 699 and quote the reference number 178431

Up front budget: £400,000

Current turn over circa: £1,250,000

Cash offer: Up to 4x recurring revenue

Established since: 2010

Locations: Essex

Additional Notes: Chelmsford based IFA who has grown to over £100m FUM within the 10 years they have been established largely through client referrals. This portrays the incredibly high level of service for the client.

All advisor's have one parra planner and one administrator to support them, meaning they have the time to provide that personal service levels.

A very unique offering as any principal has the opportunity to continue advising their clients whilst securing the capital value (up to 4x recurring) for their business whilst topping up your personal income on an employed basis.

For more information please call 01765 698 699 and quote the reference number 178547

Up front budget: £700,000

Current turn over circa: £1,000,000

Cash offer: Up to 3.8-4x Recurring Income

Established since: 1994

Locations: Milton Keynes

Additional Notes: Multi-Award Winning, Top 100 IFA Offering up to 3.8-4x Recurring Income for The Right Practice

- Each meeting an adviser and a paraplanner are typically present to provide full, holistic support to each client
- The firm will maintain the same ongoing adviser charge and investment proposition for the integration period
- Experienced acquiror having not lost a single client on the previous acquisition

A Premium offer will be available to Practices of the following profile;

. Between £10-60m FUM
. Charging an ongoing fee of 0.5-0.75% (ideal but not necessary)
. Average client size of £200,000 or more

For more information please call 01765 698 699 and quote the reference number 178375

Up front budget: £200,000

Current turn over circa: £400,000

Cash offer: up 4x recurring revenue

Established since: 2017

Locations: Greater London

Additional Notes: Growing IFA managing £35m of funds looking for an acquisition to accelerate their growth. This company grew by 40% last year through professional introducers and referrals and are part of Raymond James. Therefore, the firm operates a dynamic in-house DFM Service and Managed Portfolios.

My client is willing to pay up to 4x recurring revenue over a 2 year period and offering 50% of the total sale price upfront.

A premium price will be paid for practices offering:
. Locations of London, Surrey and Sussex
. £10-25m FUM
. Principals available to stay on for a handover period and client average portfolio size being over £200,000

For more information please call 01765 698 699 and quote the reference number 178466

Up front budget: £2,000,000

Current turn over circa: £550,000

Cash offer: Up to 4.2x recurring revenue

Established since: 2012

Locations: Surrey

Additional Notes: Experienced Guildford based IFA seeking their next acquisition to grow their business. This business has recently acquired a practice with exceptionally high retention of 98% while the principle remained working in a reduced format, benefiting from new clients taken on board. The business is looking to repeat the success of the previous acquisition had has capacity within the current staff based to take on another practice in the next few months.

This proposition is highly geared towards continuity as they would be looking to keep the principal on for a 2 year period to help transition the clients over. They are not looking for uplift through the acquisition as they will not increase client fees. Thus, focusing on the client's best interests at all times.

A premium price will be available for firms offering:

• £30-100m FUM
• Locations of Guilford and London
• Firms who operate using DFM’s are preferred but not essential

For more information please call 01765 698 699 and quote the reference number 178465

Up front budget: £5,000,000

Current turn over circa: £9,000,000

Cash offer: up to 4x recurring revenue

Established since: 1996

Locations: Greater London

Additional Notes: Elite wealth management firm with over £1.8b FUM seeking their 4th successful acquisition. This firm has previous experience of integrating a multi-million turnover wealth management practice, where the principal not only received the deferred elements in full, through high levels of client retention of over 95%, but has actually stayed on for the company on an employed basis too.

This company’s vision is to increase its turnover by 60% within 5 years via organic growth, using their professional introducers and their own networks, in addition to acquisition. What is unique about this opportunity is that each of the 16 advisors are responsible for their own network and individual sector of clients they service. Therefore, they aim to have a transitional period with the principal to establish which advisor will be best suited to service each client, for the purpose of providing a high-quality tailored service, keeping continuity for the client.

For the right business, this firm has expressed an appetite to complete on a share purchase up to 4x recurring revenue with offering 60% upfront of the total purchase price and the remaining being paid in two tranches over a period of 24 months.

A premium price will be available for firms offering:
- £20-150m FUM
- Locations of London and the surrounding areas.
- Platform based practices with the principal being available for a transitional period

For more information please call 01765 698 699 and quote the reference number 178463

Up front budget: £1,000,000

Current turn over circa: £2,000,000

Cash offer: up to 4x recurring revenue

Established since: 2000

Locations: Essex

Additional Notes: A high-quality wealth management firm with £200m FUM looking for their 4th successful acquisition. Proven record of keeping continuity and retaining more than 95% of clients on average. Ability to speak to past principals to hear about their experience.

A larger part of the current success with acquisitions stems from the current investment model. Their in-house investment models outperform 99% of the market. As the model is wholly independent, there is no pressure or shoe horning into a different investment proposition meaning continuity in the client service maximised, thus effectively crystallising differed payments and guaranteeing almost 100% of the value of any business taken on board.

Willing to pay up to 4x recurring revenue with 50% upfront and two deferment payments over 24 months, whilst offering the principal to stay on for at least 12 months, for the right business.

A premium offer will be available to Practices offering:
- the locations of Cambridge, Chelmsford, Bishops Stortfort, St Albans
- 10m FUM – 150m FUM
- Mainly Pensions and investments

For more information please call 01765 698 699 and quote the reference number 178457

Up front budget: £2,500,000

Current turn over circa: £15,000,000

Cash offer: Up to 3.75x Recurring

Established since: 2006

Locations: Greater London

Additional Notes:
Legal Group Looking to Merge (Offering a Partial of Total Capital Event) With an IFA Practice in the Greater London Area Offering Complete Continuity With The Staff, Brand and Investment Process

The proposition on offer is an expansion rather than an integration with the view of running an advisory business in a very similar manor post acquisition with the aim of continual expansion. An acquisition will keep the premise, staff and brand with minimal change to the investment strategy. My client is encouraging any retiring principles to remain in the business for 2-5 years to ensure the maximisation of value as well as complete succession planning (shorter period if a CEO can be found internally or externally).

The current Legal Group has identified 60-80,000 clients which could possibly be offered wealth management services. The principle(s) of the Wealth Management firm will directly benefit in any future growth of the business (more details on request).

For more information please call 01765 698 699 and quote the reference number 178391

Up front budget: £400,000

Current turn over circa: £500,000

Cash offer: Up to 4x Recurring Revenue

Established since: 2010

Locations: Southampton

Additional Notes:
Local, Principal Led Family Practice That Has Never Received a Complaint and Happy to Pay 4x Recurring For The Right Practice (see below)

A premium offer will be available to;
- Firms between £10m-£25m Fund Under Management
- Average client size above £150,000
- Majority of clients located in the Hampshire area
- Ongoing charge 0.75% or less
- Located in the Salisbury, Winchester, Southampton an Surrounding Areas

For more information please call 01765 698 699 and quote the reference number 178364