An M&A team, well resourced and with unique expertise
Wealth Holdings brings a seasoned and bespoke approach delivering on mergers and acquisitions in the IFA, Wealth Management and Fintech markets
Understanding your business
and strategic objectives
No two businesses are exactly the same, so we take time to get to know you and your firm – not just the balance sheet.
Validating suitors
or acquisition targets
You only want to sell your business once – there are no second chances – so identifying the optimal buyer is critical.
The best combination of price,
deal structure and cultural fit
We strive to understand every aspect of a deal to achieve best results for a diverse range of buyers and sellers.
Maximising value
in an earn-out
The best deal makers know that
success is more than just about
negotiating the best price.
About Wealth Holdings
Wealth Holdings is a specialist M&A business that has built its expertise through years of experience both within and outside Financial Services. We see the client’s success as our success, therefore we build a medium-to-long term relationship and will invest considerable resources and time to fully understand our clients requirements.
Find out moreWhy Choose Wealth Holdings
Unconflicted Advice
We are an independent business and will therefore, always establish that our engagement/advice is unconflicted.
Years of Experience
Our team has over 150 experience as advisors, owners and directors of financial services practices. We know the market and the people.
Aligned with Your Success
Our fee structure is aligned to success. Our aim is a successful outcome for all parties from the Acquirer, shareholders, vendors, staff and most importantly, your clients.
Broad Network
We have a network of industry-leading specialists and business interests that can be leveraged to benefit a client engagement.
We chose to partner with Wealth Holdings as they clearly have first-hand experience of building, selling and integrating IFA and Wealth Management businesses. Their approach is not just about numbers, it is about understanding the culture, personalities and structuring the right deal for all parties.
Matt Timmins, Joint CEO of SimplyBiz
We understand the adviser and wealth management industries at a detailed and coalface level having built, grown, and exited successful businesses. Our partnership with Wealth Holdings is intended to create a leading M&A business that can’t be bettered on delivery, service, and price.
Alex Sullivan,Managing Partner IFA Magazine
Keith is an exceptional project manager and strategic thinker. I was fortunate enough to work with Keith for six years, which significantly improved the efficiency and profitability of our business. Keith was always available to assist us in developing our corporate strategy, which ultimately resulted in a higher acquisition valuation.
Dhan Sharma,Maze Wealth
During my time working with Wealth Holdings, they have always shown excellent leadership and communication skills. They have a great eye for detail and, above all, they are one of the most energetic and enthusiastic teams that I've had the pleasure to work with. I genuinely hope our paths cross again in the future
Andy Robbins,Mattioli Woods
News & Insights
M&A Webinar
Here is a write up of our recent M&A webinar where we joined a panel of experts discussing the current market
Is there a magic formula when selling an advice business?
Wealth Holdings’ Acquisition Manager, Kayleigh Fox, has been talking to Brandon Russell about her career and the subtleties which enable effective exit or acquisition strategies to come to a successful conclusion.
The Importance of Collaboration in M&A
An article written in association with our clients Southernhay Financial Planning and colleagues at Oakfield Recruitment on working together to achieve excellent mutual outcomes.