Jonathan Haley

Jan 17, 2025 | farrer.co.uk | Jonathan Haley |Simon Ward |Charlie Court

Private capital investment in tax, accountancy and advisory firmsOver recent years, professional services firms, including tax, accounting and advisory firms, have proved to be an attractive investment opportunity for private capital acquirers. Private capital buyers are attracted by the predictable recurring revenue streams of accounting, tax and advisory firms, and the fragmented nature of the industry (particularly at the lower end of the market) allows consolidation opportunities.

Aug 6, 2024 | farrer.co.uk | Jonathan Haley |Anthony P. Turner |Simon Ward |Charlie Court |Edward Twigger

Farrer & Co’s wealth management M&A practice regularly acts on exits and acquisitions of wealth management and financial advisory businesses, repeatedly encountering similar issues around planning. The age profile of the financial advisory profession is heavily weighted towards those in the latter stages of their career. FCA data provided to FT Adviser [1] showed that the most common age range for UK financial advisers is 50-59, with many of these planning to retire in the coming decade.