Not all acquirers are the same! There are acquisition options that are not predicated on fee rises. At Loyal North Plc, our objective is continuity for clients, and that includes client fee structures. If you would like to have a confidential conversation with a non-PE/provider backed acquirer about capitalising your financial planning business, then please contact Debbie Dry or Wes Nixon FPFS FCII. #financialplanning #wealthmanagement #adviceconsolidation
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Read the latest on the European financial services market from the MarshBerry | Europe team! #MarshBerry #MarshBerryEurope #MergersAndAcquisitions #InsuranceBrokerage
High demand in a highly fragmented European financial services market continues to drive deals and valuations, in both the UK and continental Europe. Read Today’s ViewPoint from Olly Laughton-Scott and Fred Hansson and find out what’s driving activity, who’s buying, and who’s being acquired. https://hubs.ly/Q02p9C8F0 #MarshBerry #MarshBerryEurope #MergersAndAcquisitions #InsuranceBrokerage
February 2024 UK M&A Market Update: Demand for Financial Services in the UK and Europe Continues - Europe
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CFGI UK is here to guide you through the potential hurdles finance teams may face during an IPO. We've put together some key insights on common issues and how to avoid them, which you can find on the London Stock Exchange's Issuers Services Marketplace at the link below. If you have questions or need more information on getting IPO-ready, please reach out to our specialists, Emma Barnett, Johan Collin and Ash Clifford. #IPO #FinanceTeams #CapitalMarkets #IPOReadiness #LSE
Common IPO preparation pitfalls faced by finance teams
lsegissuerservices.com
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Are you thinking of capitalising your financial planning business and concerned about independence? The Loyal North Plc acquisition model enables firms to remain truly independent post acquisition. We are not PE funded or product provider owned and have no group CIP or platform which firms are obliged to use with clients. Our model is built around respecting the advice that has been given to clients by the experienced firms we acquire. If you are interested in having a conversation about independence post acquisition, contact me Debbie Dry or Wes Nixon FPFS FCII. #FinancialPlanning #wealthmanagement #independent
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Who says deal-making in the UK financial advice market is slowing down? Mattioli Woods plc has been acquired by Pollen Street Capital with the announcement suggesting they plan to grow through acquisition. This comes hot on the heals of the Charlesbank Capital Partners stake in Perspective Financial Group Ltd last month, reportedly to help the firm 'treble staff numbers'. We will put a line under deal-making today as we finalise our Consolidators and Aggregators report. It's out next week and you can pre-register your interest on our website (link in comments). The bit that really interests me is the journey acquired firms and their clients go on post-acquisition. Will assets move and how quickly? What is the new servicing model? How does the acquirer ensure that staff of acquired firms stay and help grow the business. One of the toughest nuts to crack for acquirers is around data. Extracting data from a back office system and migrating that to a new system is incredibly difficult. But given the importance of evidencing on-going service in return for an on-going fee, it's critical to get that right. We find ourselves at a turning point in financial advice - will the sector thrive and grow and find new models to reach more clients? We think so and it's fantastic to see another big vote of confidence from a major PE player.
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Millions on the table: LPL and Cambridge join the M&A fray, offering hefty sums for advisors' businesses. Dive into the competitive landscape reshaping the industry. https://hubs.la/Q02mJCyx0 #MergersAndAcquisitions #FinancialAdvisors #LPL #Cambridge #WealthManagement
What are LPL, Cambridge paying for advisors’ businesses?
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Equity stakes could mean keeping more cash in your pocket, while fees ensure your deal crosses the finish line. 💼🏁 If you dug this insight, I've got a whole book on it! It's packed with tips on: - Aligning advisor incentives 🎯 - Managing your cash like a pro 💵 - Keeping a grip on your ownership 👑 We've sold heaps of copies and the reviews? They're stellar! 🌟 Check it out at www.axissolutionsgroup.com 📚 Share or comment if you're weighing your payment options in M&A! 🗣️ #MergersAndAcquisitions #EquityStakes #InvestmentBanking #TheCapitalistsCorner
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In a notable shift in the M&A landscape, strategic buyers are increasingly outbidding financial sponsors for private equity-backed assets, as highlighted in a recent Pitchbook article. #mergersandacquisitions #PrivateEquity #StrategicAcquisitions #BusinessGrowth #DealMaking #MarketTrends #GallagherCanada #GallagherM&A https://lnkd.in/gmxtbWpT
Strategic buyers pay up for PE assets
pitchbook.com
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Exciting news for our client, MWA Financial completing another fantastic #acquisition. MWA have access to our pool of transitional debt capital and together with recent investment from Coniston have completed a number of significant #acquisitions in the last two years. You can find out more about our initial funding here: https://lnkd.in/dpMx9PBg #Helpingthemidsizedthrive #smefinance #smelending #alternativefinance #businessfunding #funding
MWA Financial buys Kent-based advice firm
ftadviser.com
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As the RIA M&A landscape evolves, financial advisors considering buying or selling their advisory practices face new challenges and opportunities. From the importance of market conditions and valuations to culture fit, industry leaders shared 10 essential tips and strategies to help advisors navigate these complex transactions. #mergersandacquisitions #RIAs #successionplanning #growthstrategy https://lnkd.in/euFPUhNm
10 tips from expert dealmakers on navigating RIA M&A
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The M&A Advisor has announced the award finalists for the 23rd Annual M&A Advisor Awards. Capitala Group has been nominated as a finalist in three different categories for the sale of Proactive Dealer Solutions to Better Car People. Those categories are as follows: · Private Equity Deal of the Year ($100MM to $250MM) · M&A Deal of the Year ($100MM to $250MM) · Professional Services Deal of the Year (Over $100MM) “We are honored to be recognized for this transaction, which underscores our commitment to fostering growth and guidance in the businesses we partner with,” stated Joe Alala, III, Founder and CEO of Capitala Group. “At Capitala, our mission is to create long-term value by providing not just capital, but also strategic support and industry expertise. We believe in building enduring relationships that drive success and innovation for the companies we invest in.” Read the full press release here: https://lnkd.in/e8KqKHgy ***** Capitala Group is an asset management firm that has been providing private credit and private equity capital to lower- and middle-market businesses across North America for over twenty-five years. Since our inception in 1998, Capitala has invested and managed over $2.7 billion*, utilizing our flexible capital mandate to deliver creative financing solutions. We aim to partner with strong management teams to create value and support growth through strategic partnerships, operational expertise, and a shared vision for success. For more information, visit www.CapitalaGroup.com. *Includes invested capital since inception, callable capital to commingled funds and available credit facilities, and discretionary and non-discretionary managed accounts. #helpingsmallbusinesses #growthcapital #smallbusinessgrowth #privateequity #privatecredit
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Retired Chartered Accountant & Chartered Financial Planner, now applying his knowledge and experience as a part-time Consultant, Charity Trustee and Volunteer in the run up to a proper retirement one day!
7moHow do you reconcile continuity for all clients with the FCAs Consumer Duty Regime as a matter of interest? No consolidator can run a series of different business models when the Regulator is basically saying every organisation which gives advice has to define and settle on best practice and apply it throughout. No-one can guarantee continuity of process, service proposition and fee structure and its very naive to claim than you can. The best chance of ensuring it is without doubt though an internal succession of one form or another other.