Mergers & Acquisitions

One of the main reasons we are able to offer such in-depth Consulting services and create comprehensive Solutions that work so well, is our direct experience with Mergers & Acquisitions. Rob Stevenson has personally completed over 30 transactions and worked on many more aborted one’s, all in the financial planning and investment management market. We have used this considerable experience to develop a compelling M&A service.

We provide both buy and sell side services, but never at the same time. We do not work as a ‘marriage broker’, we don’t have lists of firms looking to sell and we certainly don’t take fees from both parties (unbelievably some firms actually do this).

If you are a Purchaser, we can bring our considerable experience to the table to help create acquisition models, locate potential targets, assist with negotiations, provide model documentation, assist with due diligence and basically help get the deal over the line, at the right price, all risks managed and both parties happy (well as far as that’s possible). We can also help with the critical aspects of post-acquisition integration.

If you are a Vendor, well, we can show you what a Purchaser wants, open your eyes to the process, help you find the right buyer for your business and make sure we all get to Completion in one piece.