Financial Services & IFA Acquisitions

Are you looking to grow your business through acquisition?

We are your valued partner for growth through acquisition in the IFA and financial planning sector. Our proven track record in delivering deals nationally and our high-quality reputation for setting the professional standard in M&A brokerage will add extensive resource and insight to your team.

We will build and manage a strong pipeline of qualified businesses that meet your needs, saving you valuable time and resource and arm you with data and insight to ensure you win the right deals for you at the right price.

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