Meet the Team of
Capital and Trust

Who are we and what do we do?

Meet the team

We were founded on the belief that you as business owners deserve the highest level of professional support, advice and expertise, as you explore one of the most important decisions of your business life: how to enhance and capture the value of your business. We are experienced professionals and have significant real world experience of helping businesses achieve their objectives. We very much focus on providing workable solutions for our clients, rather than superficially impressive reports and Powerpoint presentations.

Patrick Isaacs

CEO

Chief Executive / Co-Founder of Capital and Trust with full responsibility for deal flow and management of a support team specializing in mergers and acquisitions within the financial services sector. Average deal is currently £500k to £20m with volume compensating for size. I am a specialist within the IFA sector, which has been forced to consolidate by RDR. Experienced advising sell and buy side parties.

I am one of the leading introducers of selling wealth management businesses in the UK and frequently write for the industry press, and talk at industry events.

Sam Motia

Director of Wealth Management - M&A

Capital and Trust is a leading business intermediary. Our principals have completed more than 200 transactions in the UK financial services sector alone, with deal size ranging from £200k to £100m and in sectors ranging from conventional financial advice to general insurance and discretionary fund management. We operate throughout the UK, mainland Europe, Middle-East and Asia and provide everything from consultancy services, to assistance in creating and rolling comprehensive acquisition models. We have a comprehensive understanding of the sectors in which we operate and this is reflected in the deep relationship we build with both buyers and sellers.

Jon Whiteley

Director Insurance M&A

I am the Chief Operations Officer at Capital and Trust as well as heading up the Insurance M&A sector of the business.
Capital and Trust is a small cap Business Broker, specializing in the merger and acquisition of financial services companies, primarily in the UK. These companies are predominantly IFAs, Wealth Managers and Insurance Brokers. Typical transaction size is £500k to £20m with volume compensating for size. We have completed on deals in excess of £100m enterprise value and are wealth management centric, and have the capability to consult and transform selling businesses so they achieve their optimum value.

Tobias Hayes

Director

Capital and Trust is a leading business intermediary. Our principals have completed more than 160 transactions in the UK financial services sector alone, with deal size ranging from £200k to £40m and in sectors ranging from conventional financial advice to general insurance and discretionary fund management. We operate throughout the UK, mainland Europe, Middle-East and Asia and provide everything from consultancy services, to assistance in creating and rolling comprehensive acquisition models. We have a comprehensive understanding of the sectors in which we operate and this is reflected in the deep relationship we build with both buyers and sellers.

“Capital and Trust are the Goldman Sachs of the M&A world. I hear good things even from their competitors.”

Ready to start?

If you have seen enough and you know that we are the right team for you, then give us a call on 0207-043-4300 for a free confidential informational discussion or fill in our form.