BWD has launched a mergers and acquisitions (M&A) service to help support financial advisers planning to sell their business.
The financial services recruitment firm's launch - BWD M&A - will aim to simplify the process of selling advice practices. It provides an eight-step strategy to help sellers find potential acquirers who align with their values and objectives. The service is led by head of M&A David Rist, who has previously held senior management positions at St. James's Place and Fairstone. Rist is the former managing director and co-founder at Chartered Informed Financial Planning. During his time leading the firm he oversaw several acquisitions and one sale. Rist said: "Consolidation is a rapi...
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