Financial Advisers & Wealth Management

Reference: E001124

Exits.co.uk are actively seeking Financial Advisers & Wealth Management business on behalf of an AIM-listed Trade Buyer. The acquirer is a leading financial services provider, offering investment funding, wealth management, and retirement & mortgage advice. Headquartered in the Midlands, they are looking to expand their network and service offering through targeted acquisitions.

Industry Focus:

They are actively seeking privately-owned financial advisory and wealth management firms. Businesses providing investment planning, retirement advice, and mortgage solutions are of particular interest.

Target Market:

The ideal acquisition target will be a well-established financial advisory or wealth management firm with a strong client base and a reputation for delivering tailored financial solutions. Firms with a focus on long-term client relationships and sustainable financial planning will be prioritised.

Financial Performance:

Their client is interested in acquiring businesses with annual turnover of up to £5 million. Key financial considerations include steady revenue streams, profitability, and long-term growth potential.

Geographic Location:

The acquisition strategy is focused on UK-based companies, with a particular interest in expanding operations across the Midlands and beyond.

The Next Steps:

For further information or to discuss the potential opportunities, please contact info@exits.co.uk.

All Communication is Strictly Private & Confidential

This is a confidential business acquisition requirement managed exclusively by EXITS.co.uk on behalf of a qualified buyer or investor. If you own or represent a business that fits this acquisition profile, we invite you to get in touch.

At EXITS.co.uk, we handle full and partial business sales, provide business valuations, assist with exit planning, and help you find suitable acquisition opportunities. Our confidential M&A matchmaking service ensures your privacy and security throughout the process.

Please note that charges may apply for formal engagements resulting in successful deals. Full terms of business are available upon request.

We have a team of experienced deal making professionals on hand to discuss your best way forward.

The EXITS.co.uk Team