What we look for
UK advice businesses with £25m–£100m of assets under management. Beyond that, we are more flexible than most buyers.
A good advice business that deserves a good home
- UK advice firms with £25m–£100m under management
- Recurring income and long-standing client relationships
- A clean regulatory history and orderly suitability files
- Reviews genuinely happening on the cycle the proposition promises
- Owners who care where the clients end up
- Location, platform, back office and software
- Whether you leave now or in five years
- Directly authorised or appointed representative
- Whether your team comes with you or stays put
- Asset sale or share purchase, where a share purchase is the better answer
What gives us pause
A material defined-benefit transfer history, unregulated investments in client portfolios, or an open complaints position. None of these is automatically a no, but they change the shape of a deal and they are much better raised by you on the first call than found by us in month three.
If you are outside the band
Smaller firms are not a bad business, they are a different transaction, and there are buyers better suited to them than us. Larger firms usually want a process we are not the right counterparty for. We will say which of those applies on the first call rather than string it out.
Not sure whether you fit?
Tell us the recurring income and the timeline and we will give you a straight answer.
- A buyer, not a broker
- Confidential from the first call
- Value my practice