Well-Capitalised, Proven Acquirer Offering Premium Value and Long-Term Continuity

Up front budget: £1,000,000

Current turn over circa: £8,000,000

Cash offer: 4x

Established since: 2020

Locations: Greater London

Additional Notes: This is a highly credible and well-capitalised buyer with a proven acquisition track record. Since starting acquisitions in 2022, they’ve completed 12 deals, building over £2bn of FUM and around £8m in recurring income, while maintaining an exceptional 99% client retention rate. Crucially, their approach is to retain existing brands, people and client relationships, ensuring continuity for clients and protecting the legacy you’ve built.

Funding is robust and well structured, with both equity and debt facilities already in place. They are actively deploying capital and targeting a further £1bn of assets over the next 12 months. This gives sellers confidence not only in deal certainty, but also in their ability to deliver competitive multiples with meaningful upfront consideration, supported by a buyer that is experienced, repeatable and reliable in execution.

Operationally, they offer a light-touch integration model with an established advice proposition, lower platform costs and strong investment infrastructure. They prefer to retain advisers and key staff for several years post-sale, recognising the value of continuity and paid handover periods in maximising client retention. With a national footprint and no geographic constraints, they are well placed to support clients face-to-face where required, while providing sellers with a smooth, well-resourced transition and a secure exit.

For more information please call 01765 698 699 and quote the reference number 181451 ask for Toby Holbrey