Dyer Baade advises shareholders of Amicus Wealth on sale to 7IM
Exclusive financial adviser on a strategic wealth management transaction in the UK
Dyer Baade & Company is pleased to announce that it has acted as exclusive financial adviser to the shareholders of Amicus Wealth on the sale of the business to 7IM.
The transaction reflects continued strategic consolidation in the UK wealth management sector, as high-quality advice businesses partner with larger platforms to support long-term growth and enhanced client offering.
Transaction overview
7IM has acquired Amicus Wealth, further strengthening its position in the UK wealth management market and expanding its financial planning capabilities.
Amicus Wealth is a well-regarded advice and wealth management firm, known for its client-centric approach and long-standing relationships. The transaction enables the business to become part of a broader platform with enhanced scale, infrastructure and investment capabilities.
This reflects a broader trend across the UK wealth management sector, where established firms are combining with larger organisations to accelerate growth, invest in technology and respond to evolving client needs.
Seller: Shareholders of Amicus Wealth
Buyer: 7IM
Sector: Wealth Management / Financial Planning
Geography: United Kingdom
Transaction type: Strategic acquisition
Dyer Baade role: Exclusive financial adviser to the shareholders
Delivering outcomes in competitive strategic processes
The sale of high-quality wealth management businesses is increasingly competitive, with multiple credible buyers seeking to acquire firms that combine strong client relationships with scalable operating models.
In this transaction, Dyer Baade leveraged its deep understanding of the UK wealth management sector and its relationships across the buyer landscape to design and execute a focused and competitive process.
The result is a transaction that meets shareholder objectives while ensuring the business is well positioned for its next phase of development.
In this transaction, Dyer Baade acted as exclusive lead adviser:
Architected and executed a competitive, multi-party process engaging a targeted group of high-quality strategic acquirers
Positioned Amicus Wealth as a high-quality, client-focused business with strong long-term growth potential
Leveraged deep sector expertise to articulate the business’s strategic value and cultural fit with potential buyers
Activated Dyer Baade’s network across the UK wealth management landscape to generate focused and credible interest
Created and maintained competitive tension throughout the process to optimise outcomes for shareholders
Controlled all process dynamics and information flow, maintaining consistency of messaging and negotiating leverage
Defined valuation expectations and transaction structure early, anchoring discussions from a position of strength
Led negotiations with 7IM and other interested parties, tactically managing dynamics to secure attractive terms
Coordinated shareholders, management and counterparties to ensure alignment and momentum through to completion
Commenting on the acquisition, Dean Proctor, CEO, 7IM said: “This acquisition helps 7IM take the next step in its strategic growth plans, which is centred around a combination of organic growth and M&A. In particular, it will help further cement 7IM’s position as one of the leading vertically integrated wealth managers in the UK, underpinned by our award-winning platform for advisers and leading multi-asset investment capabilities.”
David Fry, Managing Director at Amicus Wealth comments: “7IM felt like a natural fit to help take us forward due to its modern culture and shared values, as well as its highly regarded and award-winning technology and solutions. We’re delighted to be partnering with Dean and his team and look forward to working with 7IM to drive growth at Amicus Wealth by delivering the best possible outcomes for our clients. It was a pleasure to have Daniel and the team on our side - they were flawless from start to finish.”
Dr Daniel Baade, CEO, Dyer Baade & Company: “This transaction reflects the continued strategic consolidation in the UK wealth management sector. High-quality firms are increasingly partnering with larger platforms to support long-term growth and enhanced client outcomes.”
Strategic consolidation in UK wealth management
The UK wealth management and financial planning sector continues to evolve, driven by increasing scale requirements, regulatory complexity and the need for ongoing investment in technology and client service.
Key trends shaping the market include:
Consolidation among advice and wealth management firms
Demand for scalable operating platforms
Increasing importance of integrated client service models
Ongoing investment in technology and infrastructure
Focus on long-term succession and growth planning
As a result, transactions such as the sale of Amicus Wealth reflect a broader shift towards partnership with larger platforms to support future development.
Sector expertise: advising on wealth management M&A
Dyer Baade is a specialist adviser focused on wealth management and financial planning transactions in the UK.
We advise on:
Strategic sales to wealth management platforms
Founder succession and liquidity events
Acquisitions and consolidation strategies
Long-term M&A planning and positioning
Our approach combines deep sector knowledge with disciplined process execution - designed to create competition, maintain control and deliver strong outcomes.
Considering a strategic sale or partnership?
If you are considering a sale, succession solution or strategic partnership, the way the process is structured and executed will directly influence the outcome.
Dyer Baade advises clients across the UK wealth management sector on preparing, positioning and executing transactions.
Speak to our team to discuss your options in confidence.