Acquisitions for consolidators and challengers in professional services.
We find the accountancy, tax, law, wealth and insurance broking firms that fit your criteria. We approach the owners and help you close.
Founder 64, no successor
Director left in March
Hiring a practice manager
We find the firms that fit, before a sale process starts.
First comes the acquisition map of your sector, built from your acquisition strategy: the firms that fit, ranked, with the reasons. We read each firm's size, ownership, accounts and succession. Then we approach the owners, qualify them against your criteria, and bring a willing seller to your corporate finance team, or run the deal with you to completion.
There is no sale process and no other bidders. The targets come from your strategy and our engine, not from practices already on the market.
A firm you are in terms with goes to no other buyer we act for.
A broker sells a practice that is already for sale, to several buyers at once, and the auction sets the price. We work the other way round.
We start from your strategy, find the firms that fit, and approach owners who have not put their firm on the market. We build the relationship, qualify the firm against your criteria, do light due diligence, and hand over to your corporate finance team, or stay with you for the whole transaction.
Each target goes to one buyer. We may charge a success fee, but there is no beauty parade and no broker in the middle.
How a mandate runs.
We map your company goals to the acquisition strategy: what you want to buy, where, at what size, and on what terms.
You get: a brief we can both be held to.
Our intelligence engine ranks every firm in your sector on fit and readiness, with the reason each one is on the list. We approach the owners you choose.
You get: a live map of targets and qualified first conversations.
We take the conversations you want to heads of terms and do light due diligence. From there we hand over to your corporate finance team, or stay through to completion with your lawyers and advisers.
You get: a qualified seller at terms, and the deal taken as far as you want us to.
How we rank them.
Every firm in your sector relevant to your strategic goals, plotted by strategic fit against readiness to sell. The few in the corner are the ones to call. The map of your sector shows them ranked, with the reason each one is there.
Best fit for your acquisition strategy →
Readiness to sell →
Worth a call this month
Founder 64, no successor
Recent deals.
A mid-market tax specialist, part of a larger group, needed advice and delivery on its acquisition growth strategy.
We built the acquisition strategy and the model, produced a live map of targets from our engine, and ran the programme.
A strategy in line with company and group goals. A model that works. A live target map built for the plan, not ad hoc referrals, and a pipeline of targets to deliver against.
A challenger accounting consolidator needed specific deal flow in line with its company strategy.
We held strategy sessions to set the end goal, then used our engine to build a live map of signal-based targets and the decision makers behind them. We approached and qualified the targets.
A significantly larger acquisition pipeline, built to the strategy.
We do education and training M&A with Alex Lockey, as Thomsett Lockey.