Mergers and Acquisitions

Due to the success of helping financial adviser firms grow their businesses, I progressed in to the world of Mergers and Acquisitions (M&A) and now have a great deal of experience.

With deep industry insight and a proven track record, I support financial adviser firms, consolidators, private equity firms, and acquirers in navigating the complex and fast-evolving M&A landscape.

My expertise lies in identifying strategic opportunities, assisting in transactions from start to finish, and delivering value for both buyers and sellers. Whether you’re looking to grow through acquisition, plan an exit strategy, or understand your firm’s market value, I offer tailored, confidential guidance backed by real market experience.

What I Offer:

Sell-Side Advisory: Helping IFA principals prepare for and execute successful exits.
Buy-Side Support: Sourcing, assessing, and securing acquisition targets that align with your growth objectives.
Valuation & Strategy: Clear, data-driven insights to inform your next move.
Industry Expertise: I understand the unique regulatory, cultural, and operational factors.
My mission is simple: to bring together the right parties, at the right time, under the right terms—ensuring outcomes that are commercially sound and personally rewarding.