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Confidential Acquisition Mandate

An opportunity to explore what is possible

Project Reference Number

BW000225

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

Scotland

Trading group seeking a bolt on to strengthen coverage and deepen recurring income. Target is wealth management & ifa firms with disciplined processes, strong retention and scalable administration. Open to a straightforward deal with limited complexity and clear handover. Looking for a practical transition with support from the seller where needed. 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: 

Platform acquisition

Majority stake

Funds agreed subject to deal

Actively seeking and ready to transact

£50m plus

UK

One to two completed acquisitions

Adviser led

Could This Buyer Be Right for Your Business?

Project Reference:

BW000225

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

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