top of page

Confidential Acquisition Mandate

An opportunity to explore what is possible

Project Reference Number

BW000228

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

£3m to £5m

England – South East

Buyer seeking a steady addition that can be integrated without disrupting customers or staff. Focus on wealth management & ifa firms with strong compliance culture, clean records and robust governance. Full acquisition preferred, but a majority deal can work where alignment is clear. Open to keeping leadership in place with a sensible handover plan. UK buyer seeking UK based targets. Target turnover band £3m to £5m.

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: 

Investment acquisition

Majority stake

Funds in place

Actively reviewing opportunities

£5m to £15m

UK

Five plus completed acquisitions

In house M&A capability with advisers

Could This Buyer Be Right for Your Business?

Project Reference:

BW000228

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

bottom of page