Project Captain

  • Acquisitions sought
  • Midlands
  • This position has been filled.


Baldwins Corporate Finance is acting for a funded IFA group with significant experience in successfully acquiring and integrating IFA businesses. Further acquisition targets are sought.

Key Attributes

The acquirer is seeking acquisition targets that have the following attributes:

  • IFA businesses, especially those with a strong investments/pensions bias.
  • Maximum size: Turnover £1.5m / recurring income £0.5m. No minimum.
  • RDR “readiness” is not relevant.
  • Would gladly consider full retirement / exit scenarios.
  • Not interested in pure mortgage selling, nor if there is a very strong focus on life assurance / protection.
  • Location: Midlands

For further information, contact our Corporate Finance Team on:

Telephone: 0845 894 8966

Interested in finding out more?

For us to be able to provide you with further information, we will require you to complete the form below and agree to our non-disclosure terms, our non-disclosure agreement can be found here here

Rationale For Interest:* Management Buy-InTrade buyerVenture Capital

Anticipated source of funding:* Acquirer’s existing cash or debt facilitiesAcquirer’s new facilitiesTarget secured debt

Number of acquisitions completed in the last 5 years:*
Do you agree to the terms of the non-disclosure agreement:*

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