Acquiring another business to help with growth, or selling your business as part of your exit strategy, can be a daunting experience.
So having a specialist team on hand that understands the unique challenges and complexities of your sector can provide additional peace of mind that you’ll achieve the maximum value from the transaction.
A proven track record working with independent financial advisors
Our Corporate team has in-depth expertise and long experience helping IFAs expanding through mergers and acquisitions or selling their practices on. We have advised firms controlling over £1.5bn of funds under management, and released over £50m to clients.
An IFA legal advisor that knows your market intimately
Over the last five years the team has advised IFAs on the full range of corporate services, including:
mergers and acquisitions
advisor incentives
pre-sale reorganisations
due diligence
share purchase agreements
warranties and indemnities
mitigating risk.
A multi-disciplinary, teamwork approach to securing you success
Our IFA clients also benefit from the multi-disciplinary team approach we can apply. Our complementary perspectives include substantial expertise in property law, employment, data protection and intellectual property – whatever it takes to achieve the best results.
“Giles acted for me on the sale of my company, Warwick Butchart Associates Limited, to a national consolidator. His expertise acting for vendors of IFAs and Financial Planning firms was clear from the start and was very helpful throughout this complex and demanding transaction. I was very pleased with the quality of his advice and felt reassured that he could remain calm under pressure. He has excellent communication skills and we built up a good rapport, which gave me confidence that I was in good hands.”
