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Financial Adviser Practices Germany wanted

Financial Adviser Practices to buy 

  • Size: small- to large-sized business
  • Revenue: < EUR 50M
  • Location of the Financial Adviser Practices: Germany
  • Reason for acquisition: Business Expansion
  • #CFIE LAI162

Overview of the Insurance Financial Adviser Practices wanted in Germany

An international investment management firm based in Luxembourg is undertaking a far-reaching acquisition strategy and planning to buy Financial Adviser Practices (FAPs) across Europe with a particular focus on Germany. The company is led by seasoned professionals with a remarkable track record and deep expertise within the industry. The management has gained experience across every segment of the industry such as wealth management, private banking, financial planning, asset management, transactions, audit, tax and legal. The management is searching for existing firms generating positive cash flows and with the necessary size in order to maximize synergies. Size will be evaluated on an individual basis.

Profile (strategy) of the Financial Adviser Practices wanted in Germany

The Financial Adviser Practice industry across Europe is characterized by a high level of fragmentation in which small practices are put under pressure by an ever increasingly competitive market and changes into the regulatory framework. Consequently, the buyer’s management has put in place an ambitious inorganic growth plan in order to reach the crucial critical mass to efficiently compete. The management is targeting established FAPs with positive cash flow generation. The management’s goal is to integrate the target companies with the rest of the business in order to extract synergies coming from the elimination of redundant operations, professionalization of the management team and implementation of the Lifestyle Financial Planning (LFP) concept. The LFP concept is a new value proposition paradigm which is quickly becoming the industry best-practice standard, based on a shift from a product-focused approach to a stronger customer-centric attitude. The management is strongly implementing this new paradigm which will give the business a more solid reputation, higher customer loyalty and greater recurring revenue. 

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Activities and products of the Financial Adviser Practices wanted in Germany

The management is planning to create an integrated one-stop asset management firm with the provision of a complete range of solutions, and is targeting Financial Adviser Practices as diverse as:
  • Wealth Managers
  • Independent Financial Advisers (IFAs)
  • Independent Asset Managers (IAM)
  • Assets Books of Private Banks
  • Treuhands (Trust Agencies)
  • Insurance Advisers
The management is also targeting companies which will allow the buyer to offer a complete range of solutions over the entire value chain such as:
  • Advice
  • Custodian services
  • Asset management
The management is particularly interested in companies based in Germany but is open to consider FAPs which operate across one or more of the following countries:
  • DACH region (Germany, Austria and Switzerland)
  • Luxembourg
  • Italy

Highlights of the Financial Adviser Practices wanted in Germany

  • The buyer is an investment management firm
  • The management has put in place an ambitious inorganic growth plan in order to create a one-stop firm and reach the critical consolidated size to efficiently compete 
  • The management is searching for established companies which generate positive cash flows
  • The management is particularly interested in companies based in Germany but they are also open to consider other geographical areas such as the DACH region, Luxembourg and Italy

Information of the Financial Adviser Practices wanted in Germany

Feel free to contact us for more information regarding this financial adviser practices wanted in Germany or if you know possible interested or suited parties. For more buyers of financial services companies please visit the section companies wanted. For financial services companies for sale visit the section companies for sale.