Daniel Baade: The rise of debt financing in IFA M&A

Jenna Brown
clock • 4 min read

There is no shortage of IFA firms looking to sell up, writes Daniel Baade. However, the big question is how to finance the acquisition of IFA or wealth management firms...

With about 500 IFAs looking to sell their businesses every year over the next five years, there is hardly any shortage of acquisition targets in this sector in the near future. There are some questions about the quality and cultural fit of the firms that come to the market - not all of them will be very attractive to most acquirers - but there is certainly no shortage in terms of numbers. The supply of businesses for sale provides a huge opportunity for mid-sized and larger IFA or wealth management firms to grow significantly through M&A activities. The benefits of growing through mer...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Advisers on cash ISA allowance cut: Move welcome but education concerns persist

Advisers on cash ISA allowance cut: Move welcome but education concerns persist

Limit cut from £20,000 to £12,000 confirmed in Autumn Budget today

Sahar Nazir
clock 27 November 2025 • 3 min read
Reeves promises to not 'return back to austerity' in pre-Budget message

Reeves promises to not 'return back to austerity' in pre-Budget message

'Biggest drive for growth in a generation'

Michael Nelson
clock 26 November 2025 • 1 min read
Nearly half of advised HNW clients unaware of CGT allowance

Nearly half of advised HNW clients unaware of CGT allowance

Charles Stanley finds

Sahar Nazir
clock 25 November 2025 • 2 min read