RESEARCH, RESOURCES & INSIGHTS
Research for important strategic decisions
Our market intelligence, proprietary analysis and transaction experience inform how we advise clients on positioning, valuation, buyer and investor selection, and transaction strategy across Financial Services and Technology.
The research published here provides a selected view of that work. Our clients benefit from the deeper datasets, transaction intelligence and situation-specific analysis that sit behind our advice.
FEATURED RESEARCH
The Next Phase of UK Wealth Management Consolidation
WEALTH MANAGEMENT INSIGHT
Executive Briefing 2026/27
A concise briefing for founders, CEOs, boards and investors who want the key evidence, implications and strategic questions from our proprietary UK Wealth Management research.
How ownership, buyers and consolidation are changing
Why valuation and buyer selectivity are diverging
What the next phase means for owners and investors
THE FULL RESEARCH REPORT
88 pages of proprietary analysis covering transaction activity, ownership, Private Equity, valuation, consolidation and the economics of scale across UK Wealth Management.
Available selectively to founders, senior executives, investors and other relevant market participants.
REQUESTS ARE REVIEWED INDIVIDUALLY
FOUNDER GUIDE
Exit to Private Equity.
A practical guide for founders and CEOs considering a Private Equity investment, minority transaction or sale.
Private Equity can provide liquidity, growth capital and strategic support - but the choice of investor, transaction structure and preparation before the process can materially affect both the outcome and what ownership looks like afterwards.
The guide covers preparation, valuation, investor selection, transaction structure and the practical implications of working with a Private Equity partner after completion.
IMMEDIATE ACCESS
LATEST INSIGHTS
Analysis for owners and investors
Articles, research and market commentary across our core Financial Services and Technology sectors.
