top of page

Confidential Acquisition Mandate

An opportunity to explore what is possible

Project Reference Number

BW000221

Business Acquisition Wanted by

Trade buyer

with a defined acquisition mandate, seeking to open confidential discussions with businesses matching the criteria below.

Business Sector: 

Sub Sector: 

Target Turnover Range: 

Preferred Location: 

Summary Notes: 

Financial, Insurance & Property

Wealth Management & IFA Firms

£1m to £3m

England – Midlands

Regional operator looking to add a complementary business and keep delivery standards high. Focus on wealth management & ifa firms with strong compliance culture, clean records and robust governance. Open to a straightforward deal with limited complexity and clear handover. Integration would be measured, with service continuity and staff retention prioritised. European buyer open to UK targets where management depth is proven. Target turnover band £1m to £3m.

About the Acquirer

Confidential acquisition summary for a verified and pre qualified acquirer

Acquisition Intent: 

Acquisition Type: 

Funding Position: 

Decision Readiness: 

Acquirer Size: 

Acquirer Location: 

Transaction Experience: 

Execution Capability: 

Growth acquisition

Majority stake

Funds in place

Actively reviewing opportunities

£15m to £50m

Europe

Five plus completed acquisitions

External advisers appointed

Could This Buyer Be Right for Your Business?

Project Reference:

BW000221

Please note the reference number above, as it must be included in your enquiry.

bottom of page