Swanson Capital is led by someone who has been the adviser, the firm principal, the buyer and the seller — not an outside consultant looking in.
Brian Swanson has spent the last twenty years inside the IFA sector, not advising about it from the outside. He has been a financial adviser, a firm principal, a buyer, and a seller — building a business from a single adviser to over 100 staff and overseeing in excess of £650 million in acquisitions across the UK and international market.
Read the Full BackgroundUnderstands valuation mechanics and deal structure because he has sat on the buyer's side of the table.
Understands what a seller is really giving up, because he has been that seller too.
Grew a firm from a single adviser to over 100 staff — operational experience, not theory.
Direct relationships across asset managers, platforms, consolidators, and acquirers.
From preparing a firm for sale to structuring an acquisition, valuing a business, or building the sales capability that drives its growth.
Guidance for IFA firm owners preparing for and executing a sale.
Support for acquirers and consolidators sourcing and executing acquisitions.
Valuation guidance grounded in real deal mechanics, not theory.
Advisory for firms looking to scale operations and build enterprise value.
The Adviser Sales Mastery Programme — a structured six-module sales training course built for IFA firms.
Ongoing 1:1 mentoring for advisers looking to develop their sales capability.
Get in touch to discuss where Swanson Capital can help.
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