About Us
Berkeley Cannon's Mergers & Acquisitions professionals specialise in the financial services market and offer a diverse range of business skills together with many years of experience operating within corporate environments. We recruit our staff for their academic prowess, integrity, and honesty. They have vast industry experience servicing Wealth Managers, IFAs, Investment Banks, Solicitors, and Accountancy firms.
Berkeley Cannon is a trusted business intermediary. As a company, we have been responsible for many of the financial services M&A deals that have taken place over recent years, particularly in the IFA sector.
The deals we write range from modest to very large. Our usual deal valuation range is from £250,000 to £50 Million, although we do work on deals up to £100 Million. Our most significant deal is one of the largest in our sector over the past ten years. We are open to assisting vendors at all size levels, and we are only size and scale focused when working under specific buyer mandates. We have solutions for everyone. We have helped shareholders with all aspects of their deal, from softer and fundamental elements to more technical areas, such as accounting, tax planning, and growth strategy. What sets us apart, bar our above average results for our vendors and buyers, is our in-depth buyer and seller relationships, deal management experience and the consistent service we provide.
We were founded on the belief that during these challenging times business owners, especially within the financial services sector, deserve the highest level of professional support, advice, and expertise, as they explore one of the most important decisions of their business lives: how to enhance and capture the value of their business.
We are trusted by an established client base of buyers and sellers, past and present. We are a business who is dependable. Honesty, customer service, and a fully personalised approach are the cornerstones of our business. We are committed to building effective and mutually beneficial relationships with everyone we have the honor of helping.
As with many services, the most valuable benefit a seller can obtain from a business intermediary is the peace of mind that comes from relying on the well-founded judgement of an experienced advisor.
Making decisions based on legitimate and factually correct information is fundamental to your absolute success.
Introducing the Team
Tony Fox (CEO)
For A Private & Confidential
Conversation
Direct Dial (03333) 034 954
My main focus is helping buyers and sellers of businesses realise their goals:
I receive as much satisfaction from helping people retire or change company direction as I do in helping my conscientious and friendly buyers grow exponentially.
I work safe in the knowledge that the people we work with know how important we hold them.
“Today’s buyer may be our seller tomorrow, and Today’s seller may be our buyer tomorrow”
Berkeley Cannon specialises in mergers and acquisitions within the financial services sector, with our core focus being Wealth Management.
Our deal size range is £250,000 to £100m; I am experienced in advising sell and buy-side parties. For references for me and our company, please do get in contact.
Sector Focus
- IFA(the UK mainly but with selective International project experience)
- Discretionary Fund Managers/Wealth Managers
- Networks
- Employee Benefits
- Accountancy and Insurance
Services, knowledge, and experience.
- Relevant Sector Advice
- Deal Management – Full Life Cycle
- Due Diligence Support and Guidance
- Contract Analysis – HOT’s, SPA’s
- Structuring commercial transactions with extensive contract negotiation and finalising skills
- Vendor Management
- Business Valuations
- Exit Planning and Execution
- Management Consulting
- M&A Strategy and Implementation
- Integration Guidance
- Communications
- Technical Writing
- Client Proposition Advice
- Investment Proposition Choice and Selection
- Business Process Optimisation
- Business Generation
- Profit and Loss Optimisation
- DFM Solutions and Opportunities
- Technology and Software Solutions
- Outsourcing
- Compliance Service Providers
- Marketing and PR, Design and Delivery
- Insurance
- Training and Accounting – insights and advice
- Staffing Advice, Creative Resourcing Solutions.
- Sales Management and Guidance
- Unique Supplier Solutions
- Attract and Acquire – Business Acquisition Advice
- Salary and Benefits Advice
- M&A; Proven Sales strategies and implementation practicalities
- Brand Development and Brand Strategy
- Intermediary “Referral Scheme” Design and Management
- Business Development and Business Management
- Succession and Exit Planning, “Inception too Completion”.
Market / M&A project experience
Finance, Legal, and many other sectors, including but not limited to, Media, Investment Banking, Telecommunications, Tourism. But for the past 10 years my focus has been the IFA/Wealth Management Sector.
International experience
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- UK
- Middle East (EMEA)
- Asia
Berkeley Cannon can draw upon a full suite of technical skills when deal managing and making.
Tara Fox (Head of Corporate Account Management / Research Team Manager)
University of the Creative Arts
BA, European Fashion
Tara has been with Berkeley Cannon for 4 years now. Her primary role is the management and engagement of new and existing buyers in the UK which plays to her experience having spent many years of nurturing and building corporate accounts to raise funds for leading Charities.
She brokers her own deals, but mainly those introduced by our IFA sector analysts and introducers.
She has completed projects for Anthony Nolan’s Trust and The Mayors office. She is both ethical and knowledge filled.
Berkeley Cannon is pleased to have her as part of the team.
Amy Fox (Executive PA and Office Manager)
Amy has been with us for 4 years now, she was previously Office Manager for a large Family business.
Her main role is to organise the CEO’s diary and ensure the smooth running of operations at Berkeley Cannon.
Geoffrey Newland (Newcastle University – BA 1st Class Law Degree)
Bristol Old Vic Theatre School – BA Hons 1st Class – 3yrs
Geoffrey is a qualified Barrister and was employed as a barrister before he entered the world of acting. When Geoffrey is not appearing on TV or Theatre Geoffrey assists Berkeley Cannon supporting us with key initiatives and business operations.
Responsibilities include:
- Workshops and conferences if needed. We feel one to one work is much more private and confidential which is important to our clients, so we tend to steer away from the numbers game of the mainly convenient for broker “conference sales approach”.
- Legal intermediary management/ internal contract advice
- Business Broking team support
- Technical writer
