12 years +
in financial planning M&A
100 +
Successful transactions
£11bn +
AUM acquired
Thinking about selling your IFA?
Chapters Capital is a specialist M&A intermediary. We are essentially a "matchmaker" when it comes to selling financial advice firms.
We narrow down a list of over 100 buyers across the UK to the handful best suited to you and your clients. This is based on the cultural fit between you and the buyer, investment proposition alignment, and your personal goals for your exit.
You’re only going to sell your IFA once, so our job is to fully understand your red lines and introduce you to right buyers.
This comes at no cost to you. We are paid a percentage of the sale price by the purchaser on a success-only basis, so we are incentivised both to negotiate the best price for your financial planning firm, and avoid setting up dozens of unnecessary meetings.
How it works
STEP 1
Contact us for a free, confidential call
Fill out our contact form for a no-obligation initial call with one of our team. Together we will walk through the shape and size of your business, your exit plans, and how much your business is worth. There is no pressure to immediately enter the sale process following this call; we will always be guided by you and your pace. We also do not charge you any fees or retainers.
STEP 2
Meet buyers and agree terms
Once we've got a feel for your firm we will introduce you to a small handful of qualified buyers. These meetings are for both you and the buyer to assess if you're the right fit. Following this you will receive offers from the acquirers. Once you accept an offer you will enter into Heads of Terms with your buyer of choice and due diligence can begin.
STEP 3
Due diligence and completion
Now you're in the weeds. Due diligence is usually split into financial, legal, and compliance DD. This stage will involve a lot of information gathering on the part of the buyer. We remain on hand to answer any of your questions and keep momentum up. Once DD is complete, you reach exchange and completion and the handovers of your clients begin!
Here for your next Chapter
As a financial adviser, you have spent your career understanding your clients' plans, hopes and aspirations, then putting the right structure in place to support them. When the time comes for your own exit and retirement, we believe it is only right that you receive the same consideration.
Why sellers choose Chapters Capital
Seller-led
We start by understanding what you want from a sale, what matters to your clients and where your red lines are. Only then do we think about which buyers might be right for your business.
Our network
Our relationships with 100+ acquirers mean market access without endless meetings. We build you a tailored shortlist, saving you time and keeping the process focused.
End-to-end support
From valuation and preparing for sale, through to buyer meetings, negotiations, due diligence and completion, we remain on hand to support you throughout the process.
Market expertise
We specialise exclusively in financial planning M&A. Our experience allows us to position your business effectively to buyers and negotiate the strongest possible offer.
"I wanted to write to thank Daniel at Chapters Capital for all the work he put in to broker the sale of my company. Having spoken with and dealt with several brokers in the past, it was refreshing to find somebody who not only took the time to listen, but to genuinely understand the complexity of the situation and the reasons for sale.
It was clear from the start that Daniel had a hotline for the decision makers and was able to effectively present my case and to indeed secure a significant uplift prior to any formal discussions taking place."
ADRIAN DUKE-COHAN,
DUKES INDEPENDENT FINANCIAL ADVISERS
TO:
Chapters Capital,
10 St. Bride Street, London, EC4A 4AD
About us
Simon Bourke
Managing Director
Simon Bourke founded Chapters Capital in 2019 having worked both as an intermediary and on the buy side in the wealth management sector. He is an Associate of the CISI and holds the CISI Investment Advice Diploma.
Based in Blackfriars, London, Chapters Capital is a financial planning business broker advising owners on the sale of IFAs, financial planning businesses, asset management and wealth management firms.
Since 2019, we have grown to a team of seven and completed more than 100 transactions across the UK.
Insights and guides
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Frequently asked questions
Start a free confidential conversation
Speak to a member of our team about the acquirers and deal structures available to you today.
Find out how much your business is worth
Gain insights into the market and buyer landscape
Understand the deal structures available to you
Discover what you need to prepare before you sell
Plan your next steps