Central London
Staff: 10
Sale Price: £3,450,000
Scope to increase sale price: Yes
Percentage Paid on Completion: 60%
Earn-out term: Two years
Consideration: Cash
Acquirer: Fast Growing IFA in the UK, international backers IFA & Restricted.....
Company:London/Home Counties
Staff: 28
Sale Price: £7,700,000
Scope to increase sale price: Yes
Percentage Paid on Completion: 50% Yr1
Earn-out term: Two years
Consideration: 100% Cash
Acquirer: Respected growth focused Wealth Manager
Company: National IFA
Staff: 110
Sale Price: £26,200,000
Scope to increase sale price: Yes
Percentage Paid on Completion: Private
Earn-out term: Two years
Consideration: Cash and Shares
Acquirer: Multi Facetted Global Financial Group
Company: Scotland
Staff: 12
Sale Price: £2,200,000
Scope to increase sale price: Yes
Percentage Paid on Completion: 40%
Earn-out term: Two years
Consideration: 100% Cash
Acquirer: Large Wealth Manager – Highly Funded
Company: South West, Exeter
Staff: 17
Sale Price: £6,000,000
Scope to increase sale price: Yes
Percentage Paid on Completion: 60%
Earn-out term: Two years
Consideration: 75% Cash & 25% shares
Acquirer : Boutique AM – 3 offices.
Company: Yorkshire & Humberside IFA
Staff: 43
Sale Price: £15,000,000
Scope to increase sale price: Can increase outcome by £5 Million
Percentage Paid on Completion: 75% Yr1
Earn-out term: Two years
Consideration: 100% Cash
Acquirer: National IFA
Company: Home Counties
Staff: 4
Sale Price: £1.4 to £1.65 Million
Scope to increase sale price: Yes
Percentage Paid on Completion: 50%
Earn-out term: Two years
Consideration: 100% Cash
Acquirer: Location determined IFA
Company: West Midlands
Staff: 75
Sale Price: £5,200,000
Scope to increase sale price: Yes
Percentage Paid on Completion: 50% Yr1
Earn-out term: Two years
Consideration: 75% Cash and 25% Shares
Acquirer: National Wealth Manager, Listed in 2013
Company: North West
Staff: 32
Sale Price: £3.5 to 5,000,000
Scope to increase sale price: Yes
Percentage Paid on Completion: 40% and 70% Year 1
Earn-out term: Three years
Consideration: Cash and Shares
Acquirer: Ethical Wealth Manager
Company: South East/Sussex/Surrey
Staff: 11
Sale Price: £2,800,000
Scope to increase sale price: Yes
Percentage Paid on Completion: Private
Earn-out term: 24 Months
Consideration: 100% cash
Acquirer: Market Leading IFA
Company:East/East Anglia
Staff: 4 all Retiring
Sale Price: £2,000,000
Scope to increase sale price: Yes
Percentage Paid on Completion: Confidential
Earn-out term: Two years
Consideration: 100% Cash
Acquirer: Established & Growth orientated wealth manager
Company: Wales
Staff: 1 Retiring IFA
Sale Price: £450,000
Scope to increase sale price: Yes
Percentage Paid on Completion: 50%
Earn-out term: Two years
Consideration: 100% Cash
Acquirer: Regional IFA with an established Welsh presence
Company: South East/Home Counties
Staff: 9 Retiring
Sale Price: £2,400,000
Scope to increase sale price: Yes
Percentage Paid on Completion: 50%
Earn-out term: Two years
Consideration: 100% Cash
Acquirer: Established IFA
Company: North East & Midlands
Staff: 47
Sale Price: £5,100,000
Scope to increase sale price: Yes
Percentage Paid on Completion: 50% and 75% Yr1
Earn-out term: Two years
Consideration: 100% Cash
Acquirer: Independent Wealth Manager
Company: South West
Staff: 17
Sale Price: £3,800,000
Scope to increase sale price: Yes
Percentage Paid on Completion: 50%
Earn-out term: Two years
Consideration: Cash and Shares
Acquirer: Broad Financial Services Business
Company: London
Staff: 5 Retiring
Sale Price: £1,600,000
Scope to increase sale price: Yes
Percentage Paid on Completion: 50%
Earn-out term: Two years
Consideration: Cash and Shares
Acquirer: Regional IFA expanding into London
Company: Home Counties – Hert’s
Staff: 3
Sale Price: £745,000
Scope to increase sale price: Yes
Percentage Paid on Completion: 50%
Earn-out term: Two years
Consideration: 100 % Cash
Acquirer Description: Market Leading IFA
Company: Home Counties – Bucks/Hert’s
Staff: 4
Sale Price: £1,000,000
Scope to increase sale price: Yes
Percentage Paid on Completion: 50%
Earn-out term: Two years
Consideration: 100 % Cash
Acquirer: A Dynamic IFA
Company: South West – Devon
Staff: 24
Sale Price: £1,500,000
Scope to increase sale price: Yes
Percentage Paid on Completion: 50%
Earn-out term: Two years
Consideration: Cash and Shares
Acquirer: Multi Facetted UK Focused Financial Group
Company: South of England – M4 Corridor.
Staff: 13
Sale Price: £1,000,000
Scope to increase sale price: Yes
Percentage Paid on Completion: 50% with 75% paid by month 12
Earn-out term: Two years
Consideration: Cash and Shares
Acquirer: Regional IFA
Company: South West – Somerset
Staff: 9
Sale Price: £1,450,000
Scope to increase sale price: Yes
Percentage Paid on Completion: 50%
Earn-out term: Two years
Consideration: Cash and Shares
Acquirer: Prestigious Wealth Manager
Company: Reading, Berks, Bucks
Staff: 2 – 1 Retiring IFA
Sale Price: £265,000
Scope to increase sale price: Yes
Percentage Paid on Completion: 50%
Earn-out term: Two years
Consideration: 100% Cash
Acquirer: IFA with a local interest
Company: West Midlands
Staff: 1 Retiring IFA
Sale Price: £400,000
Scope to increase sale price: Yes
Percentage Paid on Completion: 50%
Earn-out term: Two years
Consideration: 100% Cash
Acquirer: Local IFA
Company: South West – Cornwall/Devon
Staff: 5 with 2 Retiring IFA’s
Sale Price: £1,250,000
Scope to increase sale price: Yes
Percentage Paid on Completion: 50%
Earn-out term: Two years
Consideration: 100% Cash
Acquirer: Growing IFA with an established local presence
Company: East Midlands – Derby/Nott’s
Staff: 4 Retiring IFA’s
Sale Price: £470,000
Scope to increase sale price: Unlikely
Percentage Paid on Completion: 50%
Earn-out term: Two years
Consideration: 100% Cash
Acquirer: Local Regional and Growing IFA
Company: East Midlands – Northampton
Staff: 1
Sale Price: £280,000
Scope to increase sale price: Yes
Percentage Paid on Completion: 50%
Earn-out term: Two years
Consideration: 100% Cash
Acquirer: Expanding IFA, with a local presence
Company: Scotland
Staff: 1
Sale Price: £560,000
Scope to increase sale price: Yes
Percentage Paid on Completion: 75% Yr1
Earn-out term: Two years
Consideration: 100% Cash
Acquirer: UK based IFA, already operating in Scotland
Company: North East – Yorkshire and Sheffield
Staff: 1 Retiring IFA
Sale Price: £420,000
Scope to increase sale price: Yes
Percentage Paid on Completion: 50%
Earn-out term: Two years
Consideration: 100% Cash
Acquirer: Acquirer have a strong presence locally
Company: Home Counties – Surrey
Staff: 6
Sale Price: £480,000
Scope to increase sale price: Yes
Percentage Paid on Completion: Private
Earn-out term: Two years
Consideration: Cash and Shares
Acquirer: Multi Facetted UK Financial Group
Company: West Midlands – Birmingham
Staff: 5
Sale Price: £1,150,000
Scope to increase sale price: Yes
Percentage Paid on Completion: 50%
Earn-out term: Two years
Consideration: 100% Cash
Acquirer: Fellow Regional Buyer
Company: North East – Yorkshire, London & Bristol
Staff: 5
Sale Price: £4,600,000
Scope to increase sale price: Yes
Percentage Paid on Completion: 50%
Earn-out term: Two years
Consideration: 100% Cash
Acquirer: Established Prestigious Buyer
Company: Home Counties – Beds, Bucks and Herts
Staff: 5
Sale Price: £2,400,000 to £2,650,000
Scope to increase sale price: Yes
Percentage Paid on Completion: 50%
Earn-out term: Two years
Consideration: 100% Cash
Acquirer: First Class Buyer
Company: East Anglia and Central London
Staff: 16
Sale Price: £5 to £6 million
Scope to increase sale price: Yes
Percentage Paid on Completion: Private
Earn-out term: Two years
Consideration: Cash and Shares
Acquirer: Broad and Innovative Financial Group
Company: East Midlands – Nottingham
Staff: 5
Sale Price: £545,000
Scope to increase sale price: Yes
Percentage Paid on Completion: 40% and 75% Year 1
Earn-out term: Two years
Consideration: 100% Cash
Acquirer: Established IFA and Investment Manager
Company – South East – London/Kent
Staff: 1 Retiring IFA
Sale Price: £3,000,000
Scope to increase sale price: Yes
Percentage Paid on Completion: 50%
Earn-out term: Two years, 75% Yr 1
Consideration: Cash and Shares
Acquirer: Top of the tables IFA
Company – West Midlands
Staff: 15
Sale Price: £3,500,000
Scope to increase sale price: Yes
Percentage Paid on Completion: 50%
Earn-out term: Two years
Consideration: Cash and Shares
Acquirer: Local IFA
Company: Yorkshire-Leeds
Staff: 1 Retiring IFA
Sale Price: £600,000
Scope to increase sale price: Yes
Percentage Paid on Completion: 50%
Earn-out term: Two years
Consideration: Cash and Shares
Acquirer: Region selective IFA
Company: Home Counties, Bucks
Staff: 1 Retiring IFA
Sale Price: £235,000
Scope to increase sale price: Yes
Percentage Paid on Completion: 50%
Earn-out term: Two years
Consideration: 100% Cash
Acquirer: Regional IFA with an established South East presence
Company: From Lands End to John O’Groats
Deals: National Coverage, all locations of interest to our buyers
References: All our deals are 100% referenceable upon request
