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.

Meet the team

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?

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.

"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

Sell your firm and keep advising

Exit the business but continue to advise your clients, with greater admin and regulatory support.

Sell and stay

Partnership programmes

Explore a partial exit or strategic partnership, with support now and a clear route to a future full sale.

Explore partners

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.

Read the full story

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.

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

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