Helping you find the right home for your clients

Chapters Capital is a London-based M&A 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.

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Why Chapters Capital?

Seller-led

Our approach is centred around you. No two businesses are alike, so we believe no two sales processes should be the same.

Tailored process

We tailor our work to your objectives, taking time to understand what matters most to you.

Honest advice

We give you clear, realistic guidance from the outset, and keep you fully informed, so you can make decisions with confidence.

End-to-end support

Whether a single-adviser firm or national business, we guide you through the full sales process from beginning to end.

Meet the team

Simon Is A Business Broker Expert In London

"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

Our services

Prepare to sell your advice firm

Get a clear view of the market, your options, how much your business is worth, and more.

Prepare for exit

Sell your financial planning firm and retire

A structured sale process that supports a full exit, with clients properly looked after.

Sell and retire

Succession deals for advice firms

Find the right buyer so your team can stay on whilst you realise value from your business.

Plan succession

Raise capital for growth

Bring in a supportive capital partner for growth, without a full exit.

Raise capital

Our Values

Client focused

Success for us means success for you. 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.

Make an enquiry

Considering your next Chapter?

Whether you are looking to sell now or at some point in the future, we would welcome the chance to have an exploratory conversation with you about your specific circumstances.

Contact our team