Financial services
M&A experts.

I first met Gwill and the team at Gunner & Co. several years ago at one of their events, and over the intervening years we have worked together to define and plan our exit strategy, which we have now successfully executed.  On top of an excellent level of expertise, my colleagues and I found the ongoing support and guidance Gwill provided to be top notch, and the overall service was extremely professional from start to finish.  I felt the options presented to us were well thought out and the party we eventually went with are a great fit for us personally, as well as for our clients, and we are thoroughly pleased with the outcome.  The selling process is much more complex and involved than we had initially expected it to be, and if you are considering what the best plan of action is then I highly recommend that you start with a conversation with Gunner & Co.

Raymond Pirrie - Rosemount Asset Management Ltd

Having held hands with many accountancy clients through their business disposals,  I assumed we would be well placed to go it alone in the sale of our IFA arm.That assumption was misplaced as from the time I took a follow up call from a webinar from Gwill at Gunner & Co. I realised how valuable they were in the process. Not just in terms of sourcing suitable acquirers but they helped clarify the outcome we were seeking and guide us in the selection of Wren Sterling as our perfect match. Thanks Gwill and colleagues. Couldn't have got there without you!

David Wright - TW Financial Planning

Gunner & Co. were instrumental in helping me with my acquisition. The help and support I had from the team was absolutely invaluable throughout. I would highly recommend their services to anyone considering a sale or purchase of an IFA business, their expertise is first-rate. Gwill Evans, in particular, supported me during the process and was able to introduce me to a business which was a great fit.

Tyron Edmonds - Acacia Wealth Management

Selling your business is a very steep learning curve with a multitude of pitfalls along the way. The support that I received from Gunner and Co in navigating these pitfalls from beginning to end was exceptional. They have a very experienced and professional team who thoroughly know the marketplace ,and in addition run some very useful workshops focussing on preparing for sale, the sale process , and the tax implications of the various routes available. I worked very closely with Gwill Evans who helped me navigate to a good deal for my clients, a good deal for me and for the buyer. I would thoroughly recommend Gunner and co and Gwill to anyone seeking to sell their business.

Christopher Jackson - Jackson Hodge

We started working with Gunner & Co. a number of years ahead of our business sale.  I spent a lot of time understanding the market and the ‘players’, Gunner & Co. added depth and detail, introducing me to a number of firms that were new to me that offered possibilities.  Louise was on hand throughout,  giving just the right level of support to move the deal to a positive conclusion.

Gareth Shaw - Morfitt & Turnbull

It has been a pleasure working with Gunner & Co., Josh in particular has worked with the highest levels of professionalism throughout the deal. His role as a mediator and insight on financial services M&A has been invaluable to us.

Kim Wallace - SKD Financial Services

Realising an asset, you have created from scratch over a generation, is something you are only likely to do once and therefore approach with a fair degree of trepidation and naivety. In preparing for the sale of Weston Cummins, we found it invaluable to attend seminars conducted by Gunner and Co. The one thing I learnt about being a businessman is being a realist, and so the guidance offered in modelling the company for sale was invaluable; this process cannot be started early enough. One thing leads to another and when we were ready, we engaged Gwill Evans at Gunner and Co to collate an information memorandum to put out to the market to potential suitors within the strict criteria we had jointly established. Gwill then patiently lead us through a to a number of interested parties until be came down to two companies and finally very happily settled on HFMC.

Alan Weston - Weston Cummins

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