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 well-resourced and specialist M&A business that has built its expertise from coal face 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
We often act as an advisor or NED to a Board of Directors, or as a sounding board on specific strategic projects.
Aligned with Your Success
Our preferred fee structure often has an emphasis on aligned success and performance.
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
Why working with a trusted adviser really matters-Part 2
In this second article in a two-part Q&A series with IFA Magazine’s Brandon Russell, Keith Brown, Chief Executive of Wealth Holdings, discusses...
The Final Countdown: IFAM’s June edition is live
Welcome to the June edition of IFA Magazine. As regular readers are probably aware, your friendly Editor is rather partial to a song title for this column.
Why working with a trusted adviser really matters-Part 1
In this two-part Q&A with IFA Magazine’s Brandon Russell, Keith Brown, Chief Executive of Wealth Holdings, talks to us about how business is conducted as a mergers and acquisitions brokerage...