Background
A growth business. A Wealth Management firm located in the Midlands with a portfolio of clients from the general public and within a specialist area of healthcare.
Profitable trade year on year has resulted in a robust balance sheet. The firm has recently undergone a re-branding exercise and so now presents in the most contemporary and relevant form for existing and prospective clients.
A small team of Chartered advisers is supported by a comprehensive team of client facing professionals, a paraplanner, and administrators.
The business harbours considerable latent commercial opportunity and is now poised for the next stage of natural growth.
Requirement
Privately owned and profitable, but needing considerable ongoing investment to achieve full commercial potential the Board has reached a natural crossroad.
A strategy to partner with a larger firm for the next chapter of evolution is preferred than to undertake this independently. Shared resources, a common purpose, and the benefit of economies of scale are the key drivers in a changed ownership at this time.
Consideration.
This is a well managed and profitable business with an enviable track record of commercial success, and importantly a clear strategic vision for the future.
During the past years considerable thought and investment has positioned the business on a platform that naturally allows for continued growth. Sector specialisms provide clear opportunity. As a result a premium valuation is reasonably expected as a share purchase for this fully FCA compliant trading entity.
The advisory and management team will look to remain insitu working closely with the acquirer firm so this is a turn-key opportunity for growth. The valuation will reflect today’s value and it is expected further financial incentives will be incorporated into the ultimate deal terms to reward ongoing commitment and commercial success.
Express Interest