Fitzwilliam Professional Advisors

FPA have identified a need amongst Financial Advisers , Life and Pensions Brokers and general insurance brokers in Ireland for Independent specialist advice should they be considering selling their existing business or acquiring another business through Mergers and Acquisitions and creating immediate value. FPA are the market leaders in this space and are happy to discuss your potential requirements .

Consultancy

  • Analysis of market opportunity for wealth management business
  • Valuation of IFA practice
  • Review of in-house financial advice offering from an accountancy practice
  • Expert witness in dispute over business valuation
  • Recommendations for business models for national consolidator
  • Complete business review for IFA practice

Mergers & Acquisitions

At FPA, we help clients of all sizes to find and complete the right deals, whether they’re a one-person IFA practice or a thousand-strong financial advisory group. Unlike the IFA brokers, we act for both buyers and sellers, working as an independent and impartial party in the business relationship. We have an exceptional track record, with a payment structure that ensures all parties work together seriously for mutual success

Valuations

REASONS FOR OBTAINING AN ACCURATE VALUATION INCLUDE, BUT ARE NOT RESTRICTED TO: -

  1. Business mergers and acquisitions
  2. Fund raising
  3. Buying/Selling of IFA and other financial advisory practices
  4. Internal sales or acquisition by colleagues
  5. Business divorce (director or partner split)
  6. Personal circumstances (divorce, retirement etc.)

Corporate Finance

OUR ENHANCED SERVICE OFFERING WILL INCLUDE

  • Disposals
  • Mergers and Acquisitions
  • Raising Finance and Development Capital
  • Valuations
  • Management Buy Out’s (MBO)
  • Shareholder Disputes
  • Phantom Share Schemes

Executive Search

  • Executive Search (“Headhunting”) – for key appointments in your business
  • Both Individual and Team acquisition expertise
  • Bespoke Market Intelligence
  • Talent Mapping
  • Role/Person Specification, Remuneration & Rewards consulting
  • Individual Quest™ – anonymous approaches on  your behalf

Clients

OUR CLIENTS RANGE FROM INDIVIDUAL FINANCIAL ADVISERS TO INTERNATIONAL BANKS AND FUND MANAGERS

  • Financial advisory firms
  • Consolidators
  • Networks
  • IFA sole traders
  • Platforms
  • Banks
  • Building societies
  • Fund management groups
  • Insurance companies
  • Accountants
  • Solicitors
  • Family offices

Find Us