Acquiring established practices.
I'm actively looking to acquire complete or majority stakes in established UK financial advisory firms. If you're an owner thinking about an exit — whether next year or in three — I'd welcome a confidential discovery call.
Funding is in place, the process is private, and every deal is structured to fit the seller's circumstances.
Start the conversation.
A short, confidential call to explore whether a deal could fit. No commitment — just an honest first conversation.
All enquiries are treated in strict confidence. NDAs available on request.
The right kind of practice.
Every business is different — but here's a clear picture of the kind of acquisition I'm best positioned to complete.
Established firms
An established team and existing premises. A solid foundation to build on rather than rebuild from scratch.
£250k+ net annual profit
Profitable, well-run businesses. The exact figure isn't a hard line — it's a guide for the kind of scale that fits.
UK-based
Open to firms across all UK regions. The right fit matters more than the postcode.
Owner-managed
Practices where the principal is looking to exit fully or step back substantially over a defined transition period.
Share purchase preferred
Share purchases are preferred for continuity, but I'll consider asset purchases where the structure makes sense.
Funding in place
Funding is already arranged. When the right business comes along, we can move quickly and decisively.
From first call to completion.
Every deal is different and structured around what the seller actually needs — but here's the typical shape.
Discovery call (20 minutes)
A short, confidential conversation about your practice, your reasons for considering an exit, and whether we're broadly aligned on what a deal might look like.
NDA & information exchange
If both sides want to take it forward, we sign a mutual NDA and you share the financial and operational picture in detail.
Indicative offer
A clear, fair offer based on what the business actually is — not on aggressive multiples or post-deal cost-cutting assumptions.
Due diligence & deal structuring
Legal, financial and regulatory diligence runs in parallel with structuring the deal — share or asset purchase, payment timing, transition terms — built around your situation.
Completion & handover
A short, defined handover period to ensure clients, staff, and operations transition smoothly. The goal is continuity for everyone you'll be leaving behind.
What to expect from twenty minutes.
No pressure. No commitment. The aim of the first call is simply to understand each other and decide whether a longer conversation is worthwhile.
If it's not a fit, we'll part on good terms with both sides better informed. If it is a fit, we'll agree the next step before we end the call.
Why you're considering an exit, what you've built, and what matters most to you in how it's transferred.
Approximate AUM, fee structure, team size, geography. Enough to understand if we're broadly aligned.
Some sellers want to exit quickly. Others want a long handover. Knowing what you want shapes the structure.
Whether your practice fits what I'm looking for. If not, no time wasted on either side.
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