"Simon's understanding of our overall strategy and his ability to match potential acquisitions that work with our genuinely independent business model and our culture, alongside his excellent communication and organisational ability, focus on due diligence and generally being a friendly and eminently helpful person have made working with him and his team a pleasure and a success."
CHAIRMAN AT ATTIVO GROUP
OUR ULTIMATE GOAL IS TO FACILITATE AN EXCEPTIONAL TRANSACTION, TAILORED TO YOU.
At Chapters, we facilitate the introduction of quality opportunities for our buyers.
We consult and assist with project management for the parties involved in a transaction whilst providing a sector-focused, hands-on, one-to-one service to business owners.
01. OUR APPROACH, YOUR NEEDS
Our approach is tailored and personalised to each client. Understanding your objectives is the foundation for our working relationship.
Whilst presenting you with relevant acquisition opportunities, we will work closely with you as your growth strategy becomes a reality.
02. A DEAL THAT WORKS, AND EVOLVES
Yes, we ensure that our foundation is built on understanding your criteria, but as this tends to be a long-term growth strategy, requirements evolve, and so does our understanding.
We frequently review your objectives so that we channel resources in the right direction.
03. TARGETED SEARCH, BESPOKE RESULTS
We identify, approach, and engage with potential sellers on your behalf.
Following a thorough process of qualifying opportunities against your criteria, only then do we facilitate an introduction that is relevant.
04. PRIVACY, AND CONFIDENTIALITY
Discretion is fundamental to our business.
It is essential that confidentiality is always maintained, and only relevant parties are aware of and involved in, conversations and the sharing of information.
05. BUILD VALUE, THE RIGHT WAY
We work with acquisitive businesses that have a client-centric approach to financial planning.
They want to grow stakeholder value across their firm, but fundamentally, not compromise on providing a first-class service to their clients.
06. WE DELIVER, FOR YOU
It is typical for us to work on a success only mandate, so we are vested in not wasting anybody’s time. However, it is not uncommon for retainers to be in place for specific projects.
It is also more financially advantageous for a buyer to work with us on a retained basis as the ultimate fee paid is less than on a success only basis.
DISCOVER HOW A DEAL IS FORMULATED, WHEN LOOKING TO BUY.
HEAR WHAT OUR CLIENTS
HAVE TO SAY.
Simon and the team at Chapters have supported Amber River expertly for the last 3 years, sourcing and identifying acquisitions that have really been a match for our ethos and model. Simon has a deep understanding of the financial planning market, as well as the ability to support vendors through what can be a complex process of selling a business. The team at Chapters Capital are a pleasure to work with.
CEO AT AMBER RIVER