Giles Dunning: Adviser M&A market needs to agree on a valuation method

Need to agree on valuation method

clock • 4 min read

Until March this year and since the Retail Distribution Review of 2012, the pace of consolidation, mergers and acquisition in the financial advisory sector showed little sign of abating, writes Giles Dunning. However, as with so many sectors, the M&A market for IFAs has been heavily impacted by the coronavirus pandemic...

Many deals in the M&A space are now on hold and the pipeline of new acquisitions has markedly slowed. There are some encouraging signs of life though and the ingredients for M&A in financial services have not disappeared. Although the process of acquiring and selling businesses is likely to take longer in current conditions, the same pre-crisis motivators for smaller firms to sell do remain.  For years, increasing regulatory burden has been an ever-bigger issue for those running their own firms, and, for many, the burden weighs even heavier post-pandemic. Similarly, in many cases, ris...

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

The Platforms Association acquires the UK Platform Awards

The Platforms Association acquires the UK Platform Awards

Clive Waller hands over the awards programme

Isabel Baxter
clock 30 July 2026 • 2 min read
FCA bereavement survey sent to just 12 firms – 'A very small dip in the ocean'

FCA bereavement survey sent to just 12 firms – 'A very small dip in the ocean'

Covers advisers, platforms and wealth managers

Sophia Panayi
clock 30 July 2026 • 3 min read
'Underperforming' sector does more damage to women over time

'Underperforming' sector does more damage to women over time

Y Tree executive director Eliana Sydes speaks to PA

Sophia Panayi
clock 29 July 2026 • 2 min read