Gunner & Co. Leads Key IFA Transaction

Gunner & Co. acted as the principal advisor on the acquisition of Brooks Wealth Management by Integrity365. The team shaped a deal that supported strategic growth as well as cultural alignment. As a result, Integrity365 strengthened its presence in the South West and secured a clear future for the Brooks Wealth Management team and its clients.

Gunner & Co. guides independent financial advisers and wealth firms through every stage of the M&A process, from valuation to completion. The team focuses on detailed planning, clear communication, and strong alignment between buyers and sellers. This approach helps business owners exit on favourable terms while maintaining continuity for the people they serve.

Strategic Value for Sellers and Buyers

In this case, Gunner & Co. worked closely with both parties to find the right match. They introduced Brooks Wealth Management to a buyer that shared its service ethos and long-term commitment to clients. This careful pairing ensured that Integrity365 could build on shared values and support continued growth.

The firm’s market insight and deal-execution skills come from decades of advising on IFA sales, mergers, and succession plans. Gunner & Co. helps sellers enhance the value of their business before going to market. In addition, the team guides buyers toward strong opportunities that fit their strategic goals.

Client Perspective: A Deal Guided with Care

Jeremy Brooks of Brooks Wealth Management shared his experience working with Gunner & Co.:

“Working with Gunner & Co. to sell my business was one of the best decisions I’ve made. From the very first conversation, their team demonstrated a deep understanding of the market and a genuine commitment to achieving the best possible outcome for me. They guided me through every stage of the process with clarity, professionalism and unwavering support. The valuation advice was insightful, the preparation work was meticulous, and their management of buyers was exceptional. I always felt informed, protected and confidently represented. Thanks to their expertise, the deal was completed smoothly and on strong terms. I couldn’t recommend Gunner & Co. highly enough to any business owner considering a sale.”

This endorsement highlights Gunner & Co.’s commitment to balancing financial goals with client and cultural priorities.

Market Context and Future Support

IFA consolidation continues to grow as firms respond to regulatory pressures, succession planning needs, and increasing buyer demand. Consequently, many owners seek support from specialists who understand both market conditions and long-term client care. Gunner & Co. remains a leader in this space, helping business owners manage complex transitions with confidence.

For owners planning their next steps, Gunner & Co. provides tailored market insight, valuation guidance, and full M&A support. This combination helps sellers achieve strong outcomes while protecting the future of their clients and teams.