Family Office seeking 1st Acquisition

Up front budget: £10,000,000

Current turn over circa: £0

Cash offer: Up to 12x EBITDA

Established since: 2025

Additional Notes: A well-funded family office wants to buy a high-quality UK IFA to be its first UK firm and hold it for the long term. It's backed by three partners who invest their own money. There are no outside investors and no exit time.

They're looking for firms with at least £100m AUM, ideally £200–300m or more with a management team in place who want to stay and grow the business. They'll keep the brand, staff and way of working. They won't force you onto a central investment proposition or platform. Instead, they take on the back-office load so advisers can focus on clients and growth.

For more information please call 01765 698 699 and quote the reference number 181580 ask for Ben Spratt