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Helping you find the right home for your clients

Chapters Capital is a leading business broker specialising exclusively in the sale of financial planning, wealth management and asset management firms. ​

Our process

​With over a decade of financial services M&A experience, we use our network and sector knowledge to introduce the right buyers for your business based on your priorities. Our aim is a smooth transition for your clients, team and operations, and a capital event that reflects the work you have put into your business.

Why Chapters Capital?

"Chapters Capital went to great lengths to understand the structure and focus of my business and my clients' needs and were able to introduce me to a range of potential acquirers who shared the same cultural values."

 

"Throughout the process, they were always on hand to offer support and their extensive knowledge of the industry was key to the successful outcome that was ultimately achieved."​

John Douglas, Managing Partner

Cavendish Financial Strategies LLP

Featured case study

Kingsbridge Wealth Management acquired by CMS Wealth

After a tricky initial search for the right buyer, Julian Palmer and Wayne Collard found a firm that met every objective. Read the full case study for a closer look at how the transaction came together.

Our Values

Client focused

Success for you means success for us. Our commitment to putting your interests first is at the heart of our business. 

Empathetic

We take the time to listen carefully to your aspirations, priorities, and personal motivations, ensuring your needs are at the heart of our strategy.

Efficient

By providing accurate, upfront information and aligned opportunities, we help you avoid wasting precious time pursuing unrealistic options.

Attentive

This could be the most important professional decision you will make. We understand the weight of this and will give you our full attention throughout.

Honest

In an industry often characterised by inflated promises and unrealistic expectations, we believe that honesty is the cornerstone of a successful partnership.

Reliable

Our competency enables us to deliver on our promises and commitments to you.

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Make an enquiry

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