Recruiter launches M&A service for adviser corporations
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Recruitment agency BWD has launched a mergers and acquisitions service – BWD M&A – aimed toward finance recommendation companies.
Leeds-based BWD says the service is “particularly designed” to simplify the method of M&A within the monetary recommendation sector.
The monetary recommendation sector has seen a surge in M&A exercise in any respect ranges over the previous 5 years.
The brand new service is aimed toward IFA and wealth companies planning to promote. It gives an eight-step technique to help sellers to search out potential acquirers who align with their values and goals, the agency says.
The M&A service is led by David Rist who has over 30 years’ of expertise within the monetary providers sector and has held senior administration and government positions with St James’s Place (SJP), Fairstone and Inter-Alliance.
He co-founded Knowledgeable Monetary Planning, which grew to become the primary Chartered Agency in Yorkshire.
As Knowledgeable’s managing director, he oversaw a number of acquisitions and one sale. Extra not too long ago, he has been concerned in over 20 gross sales and acquisitions.
He mentioned: “Consolidation is a quickly rising development in our business, and BWD M&A is right here to make this course of smoother and extra strategic for all events concerned.”
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