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
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
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
From the first introduction through to completion, 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.
We are now pleased to be working with a quality company who will provide an excellent home for our clients, enabling myself to as move into retirement.Steve Tait – Midas Financial Planning
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.