Hear from our clients

"Simon assisted us with sale of our financial advisory business. The business was valued at 8 figures. He was immensely patient - negotiations took several months as we owned several interlinked firms. He has a real eye for detail. Clarifying and answering hundreds of questions. Best of all he is a thoroughly decent and caring chap.

I would recommend Chapters Capital to any serious minded seller or buyer of IFA businesses."

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"Having spoken with other brokers it was immediately obvious Chapters Capital would be client service focused, taking the two ears one mouth approach. They clearly heard what we wanted to achieve, presented several potential buyers which led to a direct hit. 

 

Daniel and Simon then followed up on the progress of our deal and regularly offered support without pestering. It’s a busy market so good partners are vital; Chapters Capital nailed it for us!"

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"I wanted to write to thank Daniel at Chapters Capital for all the work he put in to broker the sale of my company. Having spoken with and dealt with several brokers in the past, it was refreshing to find somebody who not only took the time to listen, but to genuinely understand the complexity of the situation and the reasons for sale.

It was clear from the start that Daniel had a hotline for the decision makers and was able to effectively present my case and to indeed secure a significant uplift prior to any formal discussions taking place."  

 

 "Based on my experience, I would rate Chapters as one of the best brokers in the market. Simon and Daniel are highly professional and have a good understanding of the needs, interests, and anxieties of owners looking to retire. They also work carefully to ensure a good fit with the buyer, rather than just presenting the easiest option. 

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They provided useful support through the sale itself and the earn out period when small problems arose."

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"Working with Daniel at Chapters Capital made the process of selling my business to MKC seamless. His in-depth knowledge and guidance were invaluable throughout, offering me clear direction at every step." 

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"Having gone through 10 firms in two years and rejected all 10 whilst trying to find the right one for our client bank, I was lucky enough to find Daniel and Chapters Capital. Right from the start he just understood our business and worked tirelessly to find a suitable buyer.

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Firm number 11 proved to be the one I signed with, and I am extremely grateful to Daniel for finally making my retirement a reality. Talk to him, you won’t be wasting your time."

 "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 acquirers who shared the same cultural values.

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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."

 "Nancy has provided an excellent service with the sale of my IFA business. She has listened to my requirements, answered my queries at all times, and kept in regular contact as the negotiations progressed. 

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The sale of a business built up over many years is potentially quite an anxious time for many reasons and Nancy provided a welcome calm to the proceedings."

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 “Simon is different from the ‘others’. There was no pre-determined script or solution. Instead, he sought to understand our business and what makes us tick. Simon is extremely competent and could not have been more helpful throughout the process. 

 

Quite simply, I wouldn’t recommend anyone else!”

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We had been in discussion with a number of firms at a high level, both directly and via M&A "specialists".

 

It was not until we spoke to Daniel and Zac at Chapters Capital, that we felt we had someone on our side, a knowledgeable team who took the time to listen to our requirements and then come back to us with genuine opportunities that were matched to those requirements.

 

Before this, we found a lot of firms did not take the time to fully review our position and needs. A lot of mud was thrown at the wall and we were hit by some of it.

 

Daniel and the team were very different and after we formally reviewed our options, our business was sold to a company that was exactly the right fit. In the meantime, throughout the due diligence process, they kept in touch, offering support and a human touch."

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"I can't thank Nancy at Chapters Capital enough for helping us secure the sale of our IFA business.​

 

Nancy understood what we wanted for our clients and found us the perfect match so they will be well looked after for many years to come. The process was simple and well managed from start to finish. I have no hesitation in recommending their services." 

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"Dan and Simon have the patience of a Saint! I was really concerned about finding an independent company who would look after my clients and my colleagues. The guys worked with me to help me find the best fit. I’ve been delighted with their help both before, during and after the process."

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 "Simon was involved in the sale of Watterson Financial Planning Ltd which concluded earlier this year. As well as being a highly personable, approachable and professional individual, it was his detailed knowledge of financial services that I found so invaluable. 

 

Selling a Wealth Management/IFA business can be a complicated process but I found it was made so much easier by taking advice from Simon, who understood and specialised in this particular marketplace."

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"Simon and Nancy at Chapters Capital took an informed approach to finding potential acquirers who would meet our brief, and as a result they saved us a lot of time with ‘quality’, rather than ‘quantity’ of meetings. 

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When we found the right partner, they helped immensely in guiding us through the process to a successful conclusion."

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"Simon and Daniel from Chapters were great to work with when considering the sale of our business. They took time to accurately understand the nature of our business and our personal objectives. As a result they then introduced what turned out to be the perfect buyer and made the initial interactions as smooth as possible.

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They were also invaluable confidants throughout the process and especially towards the end in helping us achieve what we wanted and getting the deal over the line."

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"Daniel at Chapters Capital was instrumental in guiding me through the sale of my business and into retirement.

He found a solution that other intermediaries simply couldn't, working with diligence, clarity, and a deep understanding of my goals. 

 

His dedication made a complex process far smoother, and I’m grateful to have had him on my side."

“A big thank you to Daniel Campanale at Chapters Capital for his help and support in guiding me through the difficult process of selling my business. 

 

Daniel acted in a professional manner, introduced me to prospective buyers, attended initial meetings and guided me through to completion. I would recommend Daniel to any other business owner looking to sell their business.”

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