"We are looking to acquire another firm, and need an independent view of the client holdings."
Case study

Customer profile

Large national IFA.

Growing through acquisitions.

Objective

  • To assess the client profiles of the firms potentially being acquired.
  • To present reports for the acquisition team.

Delivery

Assess the client profiles of the firms potentially being acquired.

  • We access anonymous back office data on all clients.
  • We review the underlying client holdings.
  • We compare the underlying holdings to the consolidator firm’s investment strategy.

 

Present reports for the acquisition team

  • We use the data to project probable client engagement against agreed parameters.
  • The consolidator uses this report to determine an appropriate acquisition value for the firm as part of their wider due diligence.

Ready to proceed?