Five sectors. One specialist.
We work across five core areas of financial services M&A:
Mergers & Acquisitions
Wealth Management
IFAs, DFMs, and financial planning businesses
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Mergers & Acquisitions
Insurance
Practices of all sizes, from sole traders to regional firms
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Mergers & Acquisitions
Accountancy
Brokerages, MGAs, and Lloyds
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Mergers & Acquisitions
TICC
Technology, information, communications, and compliance businesses
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Mergers & Acquisitions
Legal Services
Law firms and legal practices
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Specialists in Mergers and Acquisitions
Capital and Trust is one of the UK's most active M&A brokerages in the professional and financial services sector. Since 2014, we have completed over 850 transactions across wealth management, accountancy, insurance, legal, and TICC, connecting the right buyers with the right sellers, every time.
Whether you are considering a sale or looking to grow through acquisition, we provide the expertise, the relationships, and the discretion that significant transactions demand.
A track record built on results
We operate predominantly within financial services. That focus means we understand the regulatory environment, the buyer landscape, and the factors that genuinely determine value, not just the headline price, but the full terms of a deal.
Our deal sizes range from £250,000 to £300 million, and we work on a success-only basis. We are only paid when a transaction completes, which means our interests are aligned with yours from the first conversation to final completion.
Our London office at 145 Leadenhall Street places us at the heart of the UK's financial services community. We work with over 400 active buyers across our five sectors, which gives our clients access to a breadth of options that a direct approach rarely achieves. With over 137 successful transactions completed in 2025 alone, we have the experience and track record to get any deal over the line.
Company Sales Closed
Transactions Completed in 2025
Deal sizes from £250K - £300M
Whether you are buying or selling
We advise both sides of every transaction. Sellers benefit from our market knowledge, our buyer relationships, and our ability to manage a confidential process with care. Buyers benefit from a consistent pipeline of quality opportunities, pre-qualified and ready for discussion.
The right deal is rarely the first one put on the table. We help both parties work through the detail, structure, earn-out terms, cultural alignment, and regulatory considerations so that transactions complete and hold together long after the deal is done.
Testimonials
See what our clients have to say
Sam Motia and Capital and Trust’s service have been exceptional. They have listened to our needs, requirements and goals and delivered on the target acquisitions that we have asked for. They have assisted through the acquisition process and enabled the transactions to run smoothly from the outset. We’ve been a client for a number of years and the acquisitions that C&T have collaborated on have made a significant impact on our company.
Jamie Philip
Saltus Financial Planning Limited
When I was looking at exploring my potential options, Capital and Trust provided me with the detailed knowledge, insight and expertise of the different propositions available to me. They guided me through from beginning to end, introducing me to the buyers that not only fitted my personal needs, but the needs of my staff and most importantly the needs of our clients. They gave me support throughout the deal process and were always available if I had any questions. For anyone looking to sell their business or even buy a business, I would strongly recommend getting touch with the guys at Capital and Trust.
Craig Gibson
AGL Wealth Management Ltd
We have worked alongside Capital and Trust for several years because we have always valued their expertise and extensive connections in the sector. Our recent experience of working with them on a transaction has consolidated this view – they helped us find a buyer that was the perfect fit in terms of deal structure and company culture. Their approach was superb; the team was professional and knowledgeable, maintaining excellent lines of communication throughout. Expert negotiators, they helped us to achieve the best possible outcome. Based on our experience we wouldn’t hesitate to recommend Capital and Trust, and particularly Sam Motia, to anyone considering a business move.
John Hughes
Omnium Capital Limited
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If you are considering your options, speak to us in confidence. There is no obligation, and no pressure. We are here to give you the information you need to make the right decision for your business and your future.
Contact us using the information to the right, or use the contact form below to submit a question.