Recent Deals | Chapters Capital

Recent deals

Explore a selection of the 90+ deals we have advised on for financial planning and wealth management firms.

Absolute Financial Group acquires HR Independent Financial Services

Perspective completes trio of acquisitions including Chiltern Consultancy

BRI Wealth Management acquires West Midlands Wealth Management

Bowmore Wealth Group Acquires Independent Financial Strategies

Clifton Wealth Partnership Snaps Up Two Scotland-Based Advice Firms

MWA Financial Acquires Kent-Based Advisory firm KFA

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

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