Sale – Merger

We are clear that most individuals in the Financial Services sector only sell their business once. Quite often it is a business which has built its client bank and reputation by demonstrating a personal interest in its client’s finances. This is something we recognise and we offer our customised services in a very similar fashion – we strive to understand our vendors businesses and work together with them to find suitable parties to approach for a potential sale or merger.


Acquisitions

We continue to work closely with a number of our networks, presenting to membership bodies, and in some cases, work proactively for the national consolidators. This work allows us to understand the current market multiples offered for financial service businesses. Although we do work proactively for these larger entities we regularly work for smaller regional businesses, one and two man bands, proactively searching for acquisition opportunities on their behalf.


Consultancy

Our Consultancy services are tailor made for our clients requirements. The main areas we are involved in are:

* Business Health Checks
* Valuations
* Senior Management Mentoring
* Pre and Post Sale, Merger and Acquisition
* Non Executive Directorships
* Expert Witness
* Ad hoc Sound Board for Business Development
* Head Hunt

The majority of our work is largely performance based and we will take our fee from our client, usually the vendor, in the case of a successfully completed deal with a party introduced by Foulger Underwood Associates Limited.

For further details, please contact us for a no obligation discussion or register your interest, so that we can keep you up to date with any new opportunities.