For insurance brokers, independent financial advisers (IFAs), and financial advisory firms, mergers and acquisitions can be a powerful route to growth, succession, or exit. But these transactions bring with them a unique mix of legal, regulatory, and commercial challenges that demand specialist handling.
We guide financial services businesses through every stage of an M&A transaction, combining corporate law expertise with deep sector insight to protect value, maintain compliance, and keep deals moving. Our experience means we understand the critical factors that drive success in this sector — from adviser retention and client portfolio stability, to structuring earn-outs and deferred consideration, safeguarding goodwill, and managing TUPE and employment issues.
With extensive experience in M&A for insurance brokers, IFAs, and financial advisers, we integrate legal and compliance requirements seamlessly, delivering advice that balances robust protection with deal momentum. Our proven track record in high-value transactions for both consolidators and independent firms means we can anticipate issues before they arise, keeping your deal on track and your objectives in focus.
We act for both buyers and sellers, delivering clear, commercially-driven advice from start to finish:
Considering buying, selling, or merging a financial services business? Our corporate law specialists can help you navigate the process with confidence.
