We are constantly updating our database of acquisitive clients. We currently have parties interested in acquisitions of all sizes throughout the U.K. Smaller IFA’s, Mortgage Brokers and Insurance businesses with turnover below £250k are always of interest to our contacts as they are easy to integrate.

We maintain and update our relationships with regional and national financial service companies. Our contacts at this end of the market would consider businesses of all sizes with the main emphasis being placed on:

• Recurring income streams (renewal and trail)
• Types of business
• Average business written per individual

Deal structures currently offered range over a 3-5 year period based on future business written on a transferred client bank. This type of deal structure will normally include a multiple of the recurring income (renewal plus trail) paid to the vendor.

In some cases up to 80% of the recurring income can be paid to the vendor for the life of the income stream plus a percentage of any new business written on the transferred clients. If you are considering a sale/merger of your business please do not hesitate to contact us for a confidential, no obligation, discussion.