Dyer Baade acted as exclusive financial advisor to Skybound Capital on the sale of Skybound Financial Planning to Saltus

Exclusive financial adviser on the sale of
Skybound Financial Planning to Saltus

Dyer Baade & Company is pleased to announce that it has acted as exclusive financial adviser to Skybound Capital and the shareholders of Skybound Financial Planning on the sale of the business to Saltus.

The transaction brings together two firms with a shared commitment to high-quality financial planning, long-term client relationships and independent advice. It also reflects continued strategic activity across the UK wealth management sector as leading platforms seek to expand through carefully selected acquisitions.

Transaction overview

Saltus has acquired Skybound Financial Planning, a Chartered Financial Planning business based in Poole with a strong reputation for delivering personalised financial advice to private clients.

The transaction is highly complementary. Both firms share a client-centric culture, a long-term approach to wealth management and a commitment to providing independent advice. Importantly, the acquisition provides continuity for clients while creating broader opportunities for advisers and staff through access to a larger platform, enhanced resources and additional specialist capabilities.

For Saltus, the acquisition further strengthens its financial planning offering and supports its long-term growth strategy. For Skybound, it provides a strong cultural and strategic home from which the business can continue to develop.

Seller: Skybound Capital / Shareholders of Skybound Financial Planning
Buyer: Saltus
Sector: Wealth Management / Financial Planning
Transaction type: Strategic acquisition
Dyer Baade role: Exclusive financial adviser to the shareholders

In this transaction, Dyer Baade acted as exclusive lead adviser:

  • Architected and executed the full transaction strategy from initial positioning through to completion

  • Positioned Skybound Financial Planning as a high-quality Chartered Financial Planning business with strong strategic relevance to leading UK wealth management platforms

  • Leveraged deep sector expertise to identify the most credible and culturally aligned acquirers in the market

  • Activated Dyer Baade's extensive network across the UK wealth management sector to generate focused, high-conviction buyer interest

  • Designed and managed a disciplined and competitive process to maximise strategic options for shareholders

  • Controlled process dynamics and information flow throughout, maintaining leverage at every stage

  • Led all negotiations with prospective acquirers and advised on transaction structure and key commercial terms

  • Managed alignment between shareholders, management teams, legal advisers and counterparties throughout the process

  • Maintained momentum through critical decision points to deliver a successful outcome for shareholders

Conrad Amm, Group CEO, Skybound Capital: “The team at Dyer Baade provided invaluable advice from preparation through to completion. Their ability to create competitive tension and navigate a complex process was instrumental in securing the right partner and achieving an excellent result.”

Dr Daniel Baade, CEO, Dyer Baade & Company: “Successful transactions in wealth management are rarely driven by valuation alone. Cultural alignment, adviser quality, client continuity and long-term strategic fit are often equally important. We are delighted to have advised Skybound Capital and the shareholders of Skybound Financial Planning on this transaction and wish both parties every success in the future.”

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.

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