Financial adviser, firm principal, buyer and seller.
Brian 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. He built a business from a single adviser to over 100 staff and has overseen in excess of £650 million in acquisitions across the UK and international market.
His relationships span the full spectrum of the market, from global asset managers and platforms including BlackRock, M&G, 7IM, Marlborough, and Aviva, to UK consolidators and acquirers such as Titan Wealth, Quilter, SJP, AFH, Fairstone, Partners Wealth Management, Söderberg & Partners, and Superbia Group, among many others.
He understands valuation mechanics, deal structures, earnout risk, and what a buyer needs to see before they commit, because he has been that buyer. He also understands what a seller is really giving up, because he has been that seller too. That direct, personal experience is not a footnote. It is the foundation of everything he brings to this process.
Brian draws on a trusted network of specialists when a transaction calls for it. When a deal needs capacity or expertise beyond his own, that network is engaged directly.
UK and international.
UK and international.
UK and international.
Finance and operations leadership, engaged as needed.
Asset managers, platforms, consolidators, and acquirers Brian has worked with directly.
Sell-side, buy-side, valuations, growth consulting, or sales mentoring — get in touch to discuss your situation.
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