Published on: 25th November 2022
Timeline expectations: In 3 to 6 months
Open to bids
Owners of well capitalised £5bn+ AuM Wealth Management firm seek Discretionary Manager/ IFA businesses as merger & acquisition targets in Channel Islands. £250m-£1bn AuM. Offices and distribution UK and RSA, buyer is operating a 5 year strategy to grow through organic and acquisition of business that represent new distribution or consolidation opportunities. The owners have identified the Channel Islands as a strategically attractive location for their international clients. We are tasked with identifying prospective merger/ acquisition targets that meet the buyer's criteria. STAK will present a longlist of potential parties, at which point the buyer's identity will be disclosed.
Beneficiary net worth -