Mergers & Acquisitions
The UK's most active broker for wealth management transactions
Capital and Trust has a longer and deeper track record in wealth management M&A than any other broker in the UK.
If you are a firm owner considering your future, whether that means a full sale, a partial exit, or a structured acquisition, we have the relationships and the experience to find the right outcome.
We work with over 200 buyers across the wealth management sector
Completing on 64 successful deals in 2025 alone.
Understanding the wealth management market
The market for IFA and wealth management businesses has matured considerably. National consolidators, private equity-backed acquirers, and independent regional firms are all actively buying but they offer very different propositions, and the difference between them can be significant for you, your staff, and your clients.
Some buyers offer maximum upfront consideration. Others focus on cultural continuity and client retention. Many have complex earn-out structures with performance conditions that are difficult to navigate without independent advice. Understanding what each acquirer is genuinely offering, beyond the headline number, is where we add the most value.
We have been through this process hundreds of times. We know which buyers deliver on their promises, which structures tend to work, and where the risks lie. That knowledge is what we bring to every client.
Our process
All mandates are handled with complete discretion. We begin by understanding your business, your client base, revenue profile, team structure, and your own ambitions for life after a transaction. From there, we identify and approach the buyers most likely to be the right fit, managing the process so that you can continue to run your business without disruption.
We do not send your information to every buyer in the market. We are selective, strategic, and careful because protecting your reputation and your client relationships during a sale is as important as the financial outcome.
Why sell or acquire with Capital and Trust?
Over 850 completed transactions, with unrivalled activity in wealth management specifically
Relationships with over 400 active buyers across the UK financial services market
Success-only fee structure, we are paid only when your deal completes
Independent advice on deal structure, earn-out terms, and buyer suitability
Network of compliance, legal, and tax specialists to support you through completion
Full discretion throughout, your clients and staff are protected
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
Talk to us
Whether you are ready to sell or simply exploring what your business might be worth in today's market, we are happy to have a confidential conversation.