Financial Services & IFA Acquisitions

Are you looking to grow your business through acquisition?

We are your valued partner for growth through acquisition in the IFA and financial planning sector. Our proven track record in delivering deals nationally and our high-quality reputation for setting the professional standard in M&A brokerage will add extensive resource and insight to your team.

We will build and manage a strong pipeline of qualified businesses that meet your needs, saving you valuable time and resource and arm you with data and insight to ensure you win the right deals for you at the right price.

Gunner & Co. Completed Deals

Holborn Financial acquires Kingsley, brokered by Gunner & Co.

Clifton Asset Management plc acquires GB Financial Services to bring AUM to £1.2bn

Perspective completed the acquisition of HNH Financial Services

Wren Sterling Acquires Morfitt & Turnbull

Finitor Wealth makes PE-backed double acquisition

Lumin Wealth acquires Ashridge Financial Management

Elevation makes acquisition brokered by Gunner & Co.

IWP acquires Moss & Roberts

Gunner & Co. help IWP continue growth in Scotland

Abacus Money Management scoops up local IFA

Perspective acquires Atkinson White Partnership in Darlington

IWP acquires Sussex firm, Hunter Hammond Daniel Associates, as expansion continues

IWP acquires Gilmour Hamilton Wealth Management building scale in South West and Central Scotland

Astute Private Wealth successfully rebrands and adds £65M FUA through acquisition

Ascot Lloyd buys Gregory Adam and a further 6 firms

Ascot Lloyd buys Atlantic Investors and a further 6 firms

Wealth Matters acquires Poptani Financial Solutions

Gunner & Co. advises Lumin Wealth on second acquisition

Clifton Asset Management acquires Leonard Gold

Acquisition of Broadleaf Financial Services

" Thank you Louise for all your assistance on this. It was incredibly helpful. Couldn't have done this one without your help and input.."

Henry Blunt - Wren Sterling

"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