Private Equity backed national IFA located in the Bath/Bristol region seeking to integrate another practice whilst ensuring high levels of continuity offering up to 7.5x EBITDA

Up front budget: £10,000,000

Current turn over circa: £2,000,000

Cash offer: 60/20/10/10

Established since: 2015

Locations: Bristol

Additional Notes: Private Equity backed national IFA located in the Bath/Bristol region seeking to integrate another practice whilst ensuring high levels of continuity offering up to 7.5x EBITDA.

This firm is offering incredible levels of continuity, ensuring that they will not shoehorn any clients into their investment proposition. They operate as local offices all individualistic in their own right.

The firm is solely independent, willing to retain the principal, offering autonomy in terms of how they run the business and staying away from a target driven model. They also offer a share % of the topco. involved in the acquisition.

For more information please call 01765 698 699 and quote the reference number 178561 ask for Toby Holbrey