Home / Buyers / London & South East / Elite Cambridge Based Wealth Management Firm Looking to Partner With a Local Practice with the Same Ethos and Specialism in High-net-Worth Clients

Elite Cambridge Based Wealth Management Firm Looking to Partner With a Local Practice with the Same Ethos and Specialism in High-net-Worth Clients

Ref: 92182

Up front budget: £5,000,000

Current turn over circa: £7,000,000

Cash offer: Up to 7x EBIDTA

Established since: 1987

Locations: Cambridgeshire ask for Oliver Macer

Additional Notes:
Elite Cambridge Based Wealth Management Firm Looking to Partner With a Local Practice with the Same Ethos and Specialism in High-net-Worth Clients

- The Practice manages in excess of £500m of Client Funds and has built the business through bringing on not only the right clients but the right people (including partners) through acquisition
- Principles joining have the opportunity to take partial remuneration through equity in the company to allow them to benefit directly in future growth of the business

A premium offer will be available to Practices;

London & South East

Contact Us

OM
Oliver Macer
Quote reference: Buyer Ref: 92182