Financial Services M&A Experts
Financial Services M&A Experts
As your trusted partner, Gunner & Co. enables you to unlock value and accomplish your objectives. Whether you are looking to acquire or sell we seek to add value at every step, from expert advice and consultancy, to honest feedback. We work to bring you success.
Subscribe to M&A Newsletter
Gunner & Co.’s fortnightly newsletter summarises the current M&A activity, including exclusive analysis and commentary from the Gunner & Co. team.
Our Success is Your Success
With over 20 years of industry experience, our specialist team have consulted on all types transactions from Small IFA firms, to large multi office national businesses and from straight forward sale and exit deals to complex mergers. Gunner & Co’s wealth of experience ensures you are in the best possible hands.
Why Clients Recommend Us
It was a pleasure to use the services of Gunner and Co and particularly to have the assistance of Gwill. Gwill put us in touch with a number of genuinely interested buyers and helped us find our eventual suiter. We were delighted with our subsequent acquirer, who following completion helped us successfully integrate our clients into their new home. The whole thing worked very well!
Mark Ireland - Gregory Adam Financial Planning
"Your patience and understanding over a number of years has, in no small part, brought us to where we are now and I can now look forward to my retirement ."
Tony Tillett - Innovate Financial Solutions
"We have found your service to be professional throughout. You have carefully explained the options and implications of each potential purchaser and made some quality introductions that has enabled us to secure an excellent offer."
Steve Tait - Midas Financial Planning
"Extremely impressed with the service provided by Gunner & Co. The team were very attentive, responded to questions quickly and dealt with any potential problems with great care."
John Roberts - Gilmour Hamilton
"Gwill painstakingly and patiently discussed my requirements and concerns. Throughout the whole process, Gwill proved to be totally indispensable."
Dermot Griffin - Griffin Independent Financial Advice
"Thank you for all your help in securing me a great deal. I certainly consider myself very fortunate and so pleased to have had your/your teams assistance in selling my financial planning firm."
Mike Macloed - Everett Macleod
"When I put my business up for sale I was recommended to Gunner & Co. The broker who looked after me was Gwill Evans, he was very helpful and professional in finding a buyer who was interested in a specialist client bank like mine. This process took some time but Gwill was patient, tenuous and always helpful, until the right company was found. The outcome of this sale/ purchase has been great , not only for me as an existing I.F.A. but for my clients. The company recommended to me by Gwill have been very flexible and a pleasure to work with during the hand-over period. I would certainly recommend Gunner & Co. to my fellow IFAs."
Roger Holloway - JB Financial Services
"Having had a very poor experience with another broker previously I found Gunner and Co. to be everything I feel I needed. Gwill Evans in Bristol was my contact from start to finish, providing answers to my questions and to many more I didn’t realise I needed to ask! Gwill demonstrated an excellent understanding of the market from both a seller and buyer perspective. He helped the negotiating process in the most professional way and was always available to provide updates, information and reassurance."
Mark Dyer - Wescliff Financial Services
"During the search for a buyer for our business we dealt with Gwill Evans at Gunner & Co. Gwill handled our case with professionalism and was always on hand to answer any questions that arose. He was very on the ball, and we could not fault the service he provided. We always felt that Gwill had our best interests at heart and the buyers that we were introduced to were ‘best-fits’ for us so there were no time wasters. I would recommend any IFA looking for a change of direction with their business or exiting the industry completely to speak to Gunner & Co as soon as you possibly can."
Richard Moor - Moor Investment Services Limited
"Gunner & Co. sourced the second acquisition for Lumin Wealth with the introduction of Everett Macleod which was a perfect fit for the types of businesses Lumin is interested in working with. Throughout the process the team at Gunner were extensively involved, so much so that we managed to complete the transaction within 3 months of the first meeting which is a testament to the assistance they provided throughout. I would recommend Gunner & Co to all prospective vendors."
John Cusins - Lumin Wealth
"We’ve had a long relationship with Gunner & Co. which has resulted in a number of successful transactions. We’ve particularly appreciated how they understand our business and use this to bring opportunities which aligns the needs of both the buyer and the seller."
Gordon Kerr - Ascot Lloyd
Financial Services Sales
If you are considering your options for the future, or actively looking to sell your IFA business, Gunner & Co. can work with you to define that journey.
Gunner & Co. workshops are designed to give you and A-Z of the process of selling your business, and how to prepare.
Valuing Your Business
Gunner & Co.’s IFA business valuation service is as useful to business owners considering an exit as it is to setting strategy for the next decade.
Financial Services Acquisitions
Are you looking to grow through acquisition? Our team of experienced brokers can help you develop your acquisition strategy and identify business opportunities.
Are you confident you can make an offer which both ensures you win the deal, without the risk of overpaying?
Do you need help fundraising? Are you considering a management buy out? Gunner & Co. can help you with a range of challenges.