OUR M&A PORTFOLIO

Over the years, we've facilitated transactions that we are proud of.

At Chapters Capital, we have a proven track record of successfully guiding financial services firms through the complexities of the sale process.

Our expertise and dedication have resulted in numerous successful transactions for clients of all sizes, from individual adviser firms to national and international organisations.

Our focus on building strong relationships and delivering exceptional results sets us apart.

"We are proud to have played a
pivotal role in the next chapter
of the businesses we have
represented."

SIMON BOURKE

DIRECTOR OF CHAPTERS CAPITAL

TRANSACTIONS

NATIONAL ACQUIRER

SOUTHWEST

Individual adviser deal. Staying on in the new firm for 24 months before winding down.

FUM

36,000,000

Turnover

180,000

Recurring Income

168,000

EBITDA

100,000

NATIONAL ACQUIRER

SOUTHWEST

One owner retired, one stayed on. Team kept in full. Office retained as new location.

FUM

95,000,000

Turnover

800,000

Recurring Income

656,000

EBITDA

400,000

NATIONAL ACQUIRER

MIDLANDS

Sole adviser deal. They will work for up to 24 months after selling the business.

FUM

40,000,000

Turnover

360,000

Recurring Income

245,000

EBITDA

50,000

NATIONAL ACQUIRER

MIDLANDS

Sole adviser business. Bolt-on deal for buyer enabling retirement for the seller.

FUM

40,000,000

Turnover

300,000

Recurring Income

190,000

EBITDA

150,000

NATIONAL ACQUIRER

MIDLANDS

Large regional acquired as hub. Team stayed on post-deal, and the office kept.

FUM

400,000,000

Turnover

1,550,000

Recurring Income

1,200,000

EBITDA

630,000

LOCAL ACQUIRER

SOUTHEAST

Small client book purchase. Seller retired immediately.

FUM

6,000,000

Turnover

40,000

Recurring Income

34,500

EBITDA

10,000

NATIONAL ACQUIRER

SOUTHEAST

Both principals retired. The younger team stayed on in the new local office.

FUM

200,000,000

Turnover

800,000

Recurring Income

775,000

EBITDA

500,000

NATIONAL ACQUIRER

SOUTHEAST

Retirement deal for owner and business folded into local buyer.

FUM

165,000,000

Turnover

986,000

Recurring Income

900,000

EBITDA

600,000

REGIONAL ACQUIRER

SOUTHEAST

Local buyer acquired client book enabling the owner to retire soon after completion.

FUM

63,000,000

Turnover

350,000

Recurring Income

325,000

EBITDA

150,000

LOCAL ACQUIRER

SOUTHEAST

Retirement deal for owner. Some staff stayed and joined the local office.

FUM

130,000,000

Turnover

650,000

Recurring Income

585,000

EBITDA

250,000

LOCAL ACQUIRER

EAST ANGLIA

Client segmentation of £14m AUM. Buyer better suited to service the clients.

FUM

14,000,000

Turnover

140,000

Recurring Income

140,000

EBITDA

70,000

INTERNATIONAL ACQUIRER

NORTHWEST

Office kept. The team stayed on. One owner retired, and two stayed on.

FUM

120,000,000

Turnover

800,000

Recurring Income

700,000

EBITDA

350,000

WHAT OUR CLIENTS SAY...

"Chapters Capital assisted us with sale of our financial advisory business, completing in March 2021. Negotiations took several months as we owned several interlinked firms. However, Chapters Capital assisted us with their eye for detail, clarifying and answering hundreds of questions. Thoroughly decent and caring people.

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

GEORGE CRITCHLEY, CHAIRMAN AT TRUE BEARING CHARTERED FINANCIAL PLANNERS

LET'S GET STARTED

Choose Chapters Capital for a personalised and professional approach to selling your Financial Planning or Wealth Management business.

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