12 years +
in financial planning M&A
100 +
Successful transactions
£11bn +
AUM acquired
What does Chapters Capital do?
Chapters Capital is an M&A intermediary, sometimes called a business broker. We act as your "matchmaker" when it comes to selling your financial advice business. We have relationships with over 100 buyers in the financial planning space, so our role is to understand your business then introduce you to the best acquirers specifically for you and your clients.
This will be based on the cultural fit between you and the buyer, investment philosophy and proposition alignment, and your personal goals for your exit. You’re only going to sell your business once, so our job is to understand your red lines and only introduce you to buyers that meet your criteria.
There is no fee for you when you work with us, as we are paid by the buyer. We are paid a percentage of the sale price on completion, so we are incentivised to get you the best commercial terms possible in negotiations, and we do not benefit from or get paid for setting up meetings with acquirers who would never be the right fit for your business.
How it works
STEP 1
Contact us for a free, confidential call
Fill out our contact form for a no-obligation initial call with one of our team. Together we will walk through the shape and size of your business, your exit plans, and how much your business is worth. There is no pressure to immediately enter the sale process following this call; we will always be guided by you and your pace. We also do not charge you any fees or retainers.
STEP 2
Meet buyers and agree terms
Once we've got a feel for your firm we will introduce you to a small handful of qualified buyers. These meetings are for both you and the buyer to assess if you're the right fit. Following this you will receive offers from the acquirers. Once you accept an offer you will enter into Heads of Terms with your buyer of choice and due diligence can begin.
STEP 3
Due diligence and completion
Now you're in the weeds. Due diligence is usually split into financial, legal, and compliance DD. This stage will involve a lot of information gathering on the part of the buyer. We remain on hand to answer any of your questions and keep momentum up. Once DD is complete, you reach exchange and completion and the handovers of your clients begin!
Here for your next Chapter
As a financial adviser, you have spent your career understanding your clients' plans, hopes and aspirations, then putting the right structure in place to support them. When the time comes for your own exit and retirement, we believe it is only right that you receive the same consideration.
Why sellers choose Chapters Capital
Seller-led
We start by understanding what you want from a sale, what matters to your clients and where your red lines are. Only then do we think about which buyers might be right for your business.
Our network
Our relationships with 100+ acquirers mean market access without endless meetings. We build you a tailored shortlist, saving you time and keeping the process focused.
End-to-end support
From valuation and preparing for sale, through to buyer meetings, negotiations, due diligence and completion, we remain on hand to support you throughout the process.
Market expertise
We specialise exclusively in financial planning M&A. Our experience allows us to position your business effectively to buyers and negotiate the strongest possible offer.
"I wanted to write to thank Daniel at Chapters Capital for all the work he put in to broker the sale of my company. Having spoken with and dealt with several brokers in the past, it was refreshing to find somebody who not only took the time to listen, but to genuinely understand the complexity of the situation and the reasons for sale.
It was clear from the start that Daniel had a hotline for the decision makers and was able to effectively present my case and to indeed secure a significant uplift prior to any formal discussions taking place."
ADRIAN DUKE-COHAN,
DUKES INDEPENDENT FINANCIAL ADVISERS
TO:
Chapters Capital,
10 St. Bride Street, London, EC4A 4AD
About us
Simon Bourke
Managing Director
Simon Bourke founded Chapters Capital in 2019 having worked both as an intermediary and on the buy side in the wealth management sector. He is an Associate of the CISI and and holds the CISI Investment Advice Diploma.
Based in Blackfriars, London, Chapters Capital is a financial planning business broker advising owners on the sale of IFAs, financial planning businesses, asset management and wealth management firms.
Since 2019, we have grown to a team of seven and completed more than 100 transactions across the UK.
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Frequently asked questions
Start a free confidential conversation
Speak to a member of our team about the acquirers and deal structures available to you today.
Find out how much your business is worth
Gain insights into the market and buyer landscape
Understand the deal structures available to you
Discover what you need to prepare before you sell
Plan your next steps