Daniel Baade: The rise of debt financing in IFA M&A

Jenna Brown
clock • 4 min read

There is no shortage of IFA firms looking to sell up, writes Daniel Baade. However, the big question is how to finance the acquisition of IFA or wealth management firms...

With about 500 IFAs looking to sell their businesses every year over the next five years, there is hardly any shortage of acquisition targets in this sector in the near future. There are some questions about the quality and cultural fit of the firms that come to the market - not all of them will be very attractive to most acquirers - but there is certainly no shortage in terms of numbers. The supply of businesses for sale provides a huge opportunity for mid-sized and larger IFA or wealth management firms to grow significantly through M&A activities. The benefits of growing through mer...

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

What Justin Bieber is telling you about your clients

What Justin Bieber is telling you about your clients

‘In our world, success, true success, is delivering someone to their goal’

Chris Justham
clock 22 April 2026 • 2 min read
Bank return to advice is a rare case of sequel eclipsing original

Bank return to advice is a rare case of sequel eclipsing original

‘Most banks and financial advisers will be serving vastly different customer bases’

Mark Glover
clock 21 April 2026 • 5 min read
FCA urges principal firms to strengthen inactive AR oversight

FCA urges principal firms to strengthen inactive AR oversight

Gaps in governance, reporting, and consumer protection

Isabel Baxter
clock 21 April 2026 • 3 min read