Financial Services & IFA Acquisitions

Are you looking to grow your business through acquisition?

Market consolidation in the financial planning and IFA acquisition sector has picked up pace in the last year, with the pandemic of 2020 barely dampening the market.  As more firms come off the market, buyers have to work smart to access the best deals.

Gunner & Co. has worked closely with the buying market for more than 6 years, working on hundreds of transactions.  Through our bespoke approach to IFA acquisition brokerage we are in a position to uncover the best opportunities out there.

Gunner & Co. Completed Deals

Why Our Clients Recommend Us

“We’ve had a long relationship with Gunner & Co. which has resulted in a number of successful transactions. We’ve particularly appreciated how they understand our business and use this to bring opportunities which aligns the needs of both the buyer and the seller.”

Gordon Kerr, Ascot Lloyd

Gunner & Co. sourced the second acquisition for Lumin Wealth with the introduction of Everett Macleod which was a perfect fit for the types of businesses Lumin is interested in working with. Throughout the process the team at Gunner were extensively involved, so much so that we managed to complete the transaction within 3 months of the first meeting which is a testament to the assistance they provided throughout. I would recommend Gunner & Co to all prospective vendors.

John Cusins, Lumin Wealth