WEALTH & ASSET MANAGEMENT M&A

Specialist M&A advice for the Wealth & Asset Management sector

Dyer Baade & Company advises founders, shareholders, management teams, consolidators and investors on M&A and strategic capital transactions across UK and European Wealth Management.

Our experience spans wealth managers, IFAs, financial planning businesses, discretionary investment managers and asset managers, with particular expertise in transactions involving Private Equity.

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DISCUSS A TRANSACTION

40+

Wealth & Asset Management transactions

£20-£200m

Typical transaction value

90%+

Transaction success rate

~85%

Transactions involving PE

UK & EU

International execution

*Figures are based on relevant completed transactions.

SPECIALIST SECTOR ADVICE

A market where strategic context matters as much as transaction execution.

Wealth Management is undergoing sustained structural change. Consolidation, Private Equity ownership, succession, technology investment and increasing scale requirements are reshaping the competitive landscape - but the impact on individual businesses varies significantly.

Our role is to understand where a business sits within that market, what makes it strategically valuable and which buyers or investors are most likely to recognise that value.

That sector knowledge informs positioning, valuation, counterparty selection, transaction structure and negotiation throughout the process.

WHO WE ADVISE

Across the Wealth & Asset Management market.

01 Wealth Managers - Integrated advice, planning and investment-management businesses serving HNW and affluent clients.

02 IFAs & Financial Planners - Independent financial advice and planning businesses, including regional and national platforms.

03 Discretionary Investment Managers - Businesses providing discretionary portfolio management and related investment services.

04 Asset Managers - Specialist and independent asset managers across institutional and private-client markets.

05 Consolidators & Investors - PE-backed platforms, strategic acquirers and institutional investors pursuing growth, acquisitions and exits.

OUR MARKET PERSPECTIVE

A highly active market - but an increasingly selective one.

Transaction activity in UK Wealth Management remains high, but headline deal volumes disguise growing differentiation between businesses. Buyer appetite, valuation and execution certainty increasingly depend on scale, organic growth, adviser productivity, client quality, recurring revenue, management depth and strategic relevance.

Our proprietary research tracks transaction activity, ownership, consolidation and valuation trends across the market. That intelligence helps us advise clients not only on how to transact, but when to transact and what can materially improve the outcome beforehand.

WHERE VALUE IS CREATED

01‍ ‍Quality and durability of earnings

02‍ ‍Organic growth and adviser productivity

03‍ ‍A differentiated client proposition

04 Scalable infrastructure and integration

05‍ ‍Clear market position

06‍ ‍Defendable USP

HOW WE ADVISE

Advice across the ownership and capital lifecycle.

01 Sell-side M&A - Majority and full disposals to strategic and financial buyers.

02 Minority Investment - Partnering with Private Equity or strategic investors while retaining meaningful ownership and, where appropriate, control.

03 Growth Capital - Institutional capital to accelerate organic growth, M&A or technology investment.

04 Buy-side M&A - Acquisition strategy, target engagement, valuation, negotiation and transaction execution.

05 Strategic M&A Advice - Evaluating timing, ownership options, transaction readiness and broader strategic alternatives.

06 Debt & Capital Raising - Financing acquisitions, shareholder liquidity and growth initiatives where debt is an appropriate solution.

PRIVATE EQUITY

Deep experience where Wealth Management meets institutional capital.

Private Equity has become one of the defining forces in Wealth Management M&A. Financial sponsors participate as direct investors, platform owners, consolidators and eventual sellers - and are involved in a significant proportion of the transactions we advise.

We understand how PE investors assess platform quality, growth potential, management teams, M&A pipelines and exit optionality, as well as the different implications of minority and majority investment for existing shareholders.

~85%

of relevant Dyer Baade transactions involve Private Equity.

SELECTED WEALTH MANAGEMENT TRANSACTIONS

Experience across sales, investments and acquisitions.

Relevant assignments for owners, management teams, consolidators and institutional investors.

MINORITY INVESTMENT

PRIVATE EQUITY

STRATEGIC SALE

PRIVATE EQUITY

STRATEGIC SALE

STRATEGIC SALE

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SECTOR LEADERSHIP

Dr Daniel Baade

Daniel leads Dyer Baade’s Wealth & Asset Management M&A practice and advises founders, shareholders and investors on strategic transactions across the sector. His work combines transaction execution with proprietary market research into consolidation, ownership, valuation and Private Equity activity.

VIEW DANIEL'S PROFILE

FEATURED RESEARCH

The Next Phase of UK Wealth Management Consolidation

Our latest deep research report covers over 88 pages the latest M&A trends in the UK Wealth Management industry combined with deep analysis and valuation data, based on our proprietary industry reach comprising 1,000+ M&A transactions.

Market activity · Buyer landscape · Valuation · Strategic options

EXPLORE THE REPORT