Are you an IFA business with minimum of £500k of EBITDA wanting to sell to a well-invested leading UK Independent Financial Advice firm with c£5bn of Assets under Management offering typical multiples of 7 times or more?
Ideal scenario is "Sell and Stay" post-sale with the Acquirer for up to 2 years.
Whilst our client will offer 100% outright purchases, their preference is to offer c75% equity purchase with a put and call option to acquire the remaining shares in 2 to 5 years (could extend beyond this if this suited both parties).
Acquisition Deal Value
o Upfront payments are typically 50% (potentially more) with the balance over 12 and 24 months
Our client was created through a management buy-out in 2015. The combination of high-quality management and access to acquisition finance has driven strong growth by building a scalable platform with a highly profitable business managing client assets of c£5bn.
The firm are renowned for offering superior independent financial advice to c13,000 households comprising high net worth and affluent clients nationwide.
An integrated back-office platform combines efficiency, scale and robust compliance. Advisers are supported by high quality paraplanner and admin teams with a highly cooperative approach between sales and operations. Robust governance culture delivered by an experienced team ensures business quality standards are met and minimises risk.
A fully integrated private client proposition with complementary corporate business division.
The firm have a history of onboarding acquisitions successfully.
Their strong financial outlook from strong historic growth, recurring revenue and highly cash generative business supports their ongoing quest for further acquisitions of firms with minimum of £500k of EBITDA.
This is ideal for IFA firms where:
IFA Client Bank Criteria
Call us now on 0208 0044 154 or click Apply
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The information contained in our advert including any valuation calculations and percentage of up front and deferred payments are given in good faith and Premier Jobs UK Ltd uses all reasonable efforts to ensure that it is accurate; we give no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Premier Jobs UK Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.