Gunner & Co. is a professional M&A broker for sellers and buyers of IFA businesses.
What is an IFA Consolidator?
An IFA consolidator is a buyer who fully integrates smaller IFA businesses into a larger organisation, to achieve economies of scale, streamline operations, and enhance the overall value of the combined businesses. For the owners of IFA businesses, selling to a consolidator can be an attractive exit strategy, allowing them to achieve liquidity and potentially secure better retirement outcomes.
IFA Consolidation Services.
With the highest win-rate in the market, we take time to understand your needs to ensure an all-round smooth process for the acquisition of IFA businesses.
Our proven track record in completing IFA deals will help you understand the valuation and consolidation process, so that you will be more prepared. With our expertise, you can find the best IFA sale options with the right consolidator so that you know you’re leaving the clients of your IFA business in safe hands and getting the best deal possible.
Seller Services.
We help sellers find the best deal not only for themselves, but for their clients and team. With access to more than 150 buyers we cover all exit scenarios, including Retiring IFAs. No matter your objective for selling we can help get the best deal.
Buyer Services.
With 10 years of focused M&A experience in the IFA profession we can help you define and deliver your acquisition strategy. Whether you are considering an extensive IFA consolidation project or a more boutique regional strategy we can develop a market-led M&A strategy for you and build your pipeline to deliver the strategy.
The Gunner & Co. unique promise.
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Confidentiality
We never share your confidential details without consent. We will share and sign off each step of the process with you, ensuring a fully collaborative approach. All this means you can feel safe in the knowledge that the details of your business and deal are protected.
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Security
We understand the sensitivity of selling your IFA business, especially in the financial services industry. We keep your details protected, and act independently without prioritising one buyer over another so you get the best deal that meets your objectives.
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Reliability
The best M&A process for selling or buying an IFA business involves a good understanding of M&A itself. We help to fill out the gaps in your knowledge, using our vast experience and range of tools, guidance, and resources to help you make the right, informed decision for you and your business.
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Hassle-free
We will never cold call or pressure and scaremonger you into action. Almost all of our clients come from recommendations. Our mantra is “your timeframe is our timeframe”, so you can be sure you will be in the driving seat the entire time.