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.

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.

Businesses sold - £3.2bn FUM
Businesses working with us - 227
Live acquirers - 118

Why Clients Recommend Us

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

After researching the Marketplace and speaking to quite a few business sales facilitators, I was very impressed with the knowledge of Gunner & Co and their professional approach in finding me the right Buyer. They kept me informed all the way through the process and I believe they matched me with the right buyer, this completed on 20 Dec 2018. As a previous business owner, I believe the most important consideration is the actual match of the Client Bank with the correct Buyer, it should not always be totally about the monetary side of the arrangement.

Steve Spires – Stephen Spires Financial Consultants

For Sellers

ifa sales

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.

workshop

Workshops

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

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. 

For Buyers

IFA Acquisitions

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.

business valuations

Business Valuations

Are you confident you can make an offer which both ensures you win the deal, without the risk of overpaying?

additional services

Additional Services

Do you need help fundraising? Are you considering a management buy out? Gunner & Co. can help you with a range of challenges.