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Raise capital for growth

Are you looking to raise growth capital for your financial planning firm? Not every deal is a full exit. If you’re exploring growth capital, we can introduce a supportive partner and help you build the plan, then present it to carefully selected firms

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How it works

These transactions typically involve selling some equity and agreeing a clear growth plan, either through organic growth or acquisitions.

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We’ve worked with firms raising capital to keep growing, and with owners who considered selling but chose to continue driving growth once they’d explored the options.

How we support you

We can assist you in putting this plan together and presenting it to the right firms, not only to maximise you capital value but also to ensure that the firm is the best cultural match for you.

Simon and Daniel 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 partners who shared the same cultural values. 

JOHN DOUGLAS,

CAVENDISH FINANCIAL STRATEGIES LLP

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Make an enquiry

What is your role?

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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.

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