Merger and Acquisitions

Whether you are looking to expand and acquire or develop an exit strategy, we can help.

Our Service

BBG Consultancy is a specialist search company focused on providing advice and support to businesses needing assistance in merger & acquisition as well as those looking at succession planning and exit strategies.

We work hard to develop a relationship with our clients, liaising with you from the initial concept of a project through to its final stages and post completion. Our rigorous methodology to conducting research and gathering current market data enables us to provide the best and most appropriate approach in the market.

Retirement and Exit Strategies

When the time is right, BBG Consultancy can help Accountancy Practices and Independent Financial Advisers with Succession Planning. We recognise that selling your company can be a very emotive process and one that needs to be handled delicately at all stages.

At BBG Consultancy we are always happy to discuss your exit plans early. Companies need to look ahead to get the right deal; ensuring your successor is right for your firm and your clients. A buyer whose company ethos, vision and values will suit your staff and clients is essential.

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Retirement and Exit Strategies
Growth

Growth

BBG Consultancy work with Accountancy Firms and Independent Financial Advisors looking to grow through the acquisition of other companies.

We offer expert advice and experience in this field, working proactively with acquisitive companies looking to achieve market growth.

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Mergers

Mergers

For Accountancy firms and Independent Financial Advisors looking to strengthen their place in the market or reduce overhead costs, merging with other similarly minded practices could be the way forward. As experts in this sector BBG Consultancy have a wealth of expertise; our rigorous process ensures you are introduced to companies who match your own company’s ethos, vision and values, leading to a smooth transition and successful outcome.

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Search

The identification of potential target firms who appear to have relevant criteria.

Profile

Target pool is contacted to assess attitudes to progression and business owners ambition.

Selection

Information is then analysed to identify the firms with the best fit for the client.

Interview

All target companies are subject to a formal interview process prior to being short-listed

What Our Clients Say

“Here at Newell Palmer, acquisitions have formed an integral part of our growth strategy and we have worked with BBG on many of these. We are always on the lookout for firms that will fit in well with our business model and have developed a great relationship with Justin and Anne. They understand our business principles and core values and as a result, they have brokered over 20 of our acquisition deals in the past four years.

As a company, we have now acquired 51 IFA firms, hugely increasing our funds under management and our client base.  It has been a great year-to-date; we already have acquisitions lined up to complete with Boston Bailey for 2019. We look forward to strengthening our working relationship with Justin and Anne as we continue to move forward and grow.”

Kevin Homfray, Financial Director, Newell Palmer Group

“The team at Boston Bailey Group have a refreshingly collaborative approach to client relationships. The width and breadth of their knowledge of our sector makes them a first point of call on a variety of matters and their informed and direct advice is much appreciated.”

John Edwards, Partner

“Many thanks to you and your staff for the seamless transfer of my business to Newell Palmer. I can say I have not had one bad word from my ex-clients.

I can wholeheartedly recommend you to anyone wishing to sell their business. Look forward to perhaps visiting you the next time I am near Wolverhampton.”

Amethyst Financial Advisers

“About three-years-ago we were approached by Boston Bailey Group to see if we would be interested in selling our IFA practice. We were a husband and wife team and had built up a successful business over the last twenty years. We did however have dreams of retiring, but had a very loyal client base which we wanted to ensure were looked after. The rest, as they say, is history. We were introduced to Newell Palmer and were very impressed with their professional, yet approachable attitude to business. They shared our philosophy of ‘client comes first’, and after a process of mutual due diligence we agreed to sell.

“Both parties were keen for the client handover to be as seamless as possible. Newell Palmer ensured that joint one-to-one meetings were held with all our VIP clients, which helped to reassure us that our clients would be in safe hands.

“Throughout the entire transaction BBG and Newell Palmer were professional, approachable and easy to deal with and we would not hesitate to recommend them to anyone thinking of selling their IFA business.”

Jenner Financial Services

“Treble Investments has been providing advice to clients in the West Midlands and surrounding areas for more than 6 years, and in doing so has built up a 250-strong client base.

This acquisition was made possible with the help of professional IFA introducers, Boston Bailey Group. This is the fourth acquisition that has been facilitated by Boston Bailey Group for Newell Palmer this year, with a number of further acquisitions being planned during the next 12 months.

An additional £25 million will be added to Newell Palmer’s total funds under management, which is in excess of £1.7bn. The 250 active clients of Treble Investments will be serviced by the Advisory team based at Newell Palmer’s Wolverhampton office and will take Newell Palmer’s total recurring income to approximately £8.5m per annum.

“I want to ensure that my clients can continue to enjoy the high level of personalised service they have come to expect and I am very happy to be merging my business and client base with a company like Newell Palmer. With the changes being introduced by MiFid II and GDPR I feel confident knowing that my clients are in the hands of a company that has a solid structure and the resources to meet the challenges presented by the changing face of the financial services sector”.

Anthony Treble, Principal of Treble Investments

Get In Touch With Us Today

If you are looking for help with your exit strategy or succession planning, get in touch with our team of trained professionals here at BBG Consultancy and we can help you.

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