Long established with prestigious City offices servicing portfolio of HNW clients throughout London and the South East of England.
C£100M FUM with an aggregate client holding of c£400k.
Sophisticated and comprehensive client service proposition.
With retirement planning for the two Principals, a current agenda item interest is sought from independent acquirers of substance to take over future client servicing.
With an open mind to timing, this can be a “Sell & Go” or a “Sell & Stay” model depending on the acquirer’s requirements. At the very minimum, the vendors will want to remain within the business as long as it reasonably takes to enable an elegant and effective client hand-over/integration.
Profitable and generating recurring revenues of c£750k there is an expectation to achieve a valuation in the region of £2.25 – £2.5m subject to DD and contract.
The office premises are owned by the Directors so available for on-going lease.