Succession

BUYER PROFILES

We have included here a number of firms registered with our succession service, grouped by region. This is by no means a complete list as we have over 100 firms looking to acquire and the number is increasing. We can provide more detail on these firms and others if you would like to explore the option of selling your business to a Transact user.

If you have any questions, please contact us.

East
LocationTransact FUD (£)Total FUD including Transact (£)CharteredNumber of advisersInvestment styleDIMs used - if appropriate
Cambridgeshire£100m - £250m>£250mYes10+ActiveNo
Suffolk/Cambridgeshire£100m - £250m>£250mYes1-5PassiveNo
Norfolk£50m - £100m>£250mYes10+BlendYes
Bedfordshire£110m - £250m>£250mYes1-5PassiveNo
Norfolk£50m - £100m£100m - £250mYes1-5BlendYes
Cambridgeshire£50m - £100m£100m - £250mNo1-5BlendYes

 

Midlands
LocationTransact FUD (£)Total FUD including Transact (£)CharteredNumber of advisersInvestment styleDIMs used - if appropriate
West Midlands£50m - £100m£50m - £100mNo1-5BlendNo
West Midlands£100m - £250m£100m - £250mYes5-10PassiveNo
West Midlands>£250m>£250mNo1-5PassiveNo
East Midlands£50m - £100m£100m - £250mYes1-5BlendYes

 

National
LocationTransact FUD (£)Total FUD including Transact (£)CharteredNumber of advisersInvestment styleDIMs used - if appropriate
National>£250m>£250mNo10+BlendYes
National>£250m>£250mYes10+BlendYes
National>£250m>£250mNo10+ActiveYes

 

North
LocationTransact FUD (£)Total FUD including Transact (£)CharteredNumber of advisersInvestment styleDIMs used - if appropriate
West Yorkshire£50m - £100m£100m - £250mYes1-5PassiveNo
Cheshire>£250m>£250mNo5-10BlendYes
West Yorkshire<£50m<£50mYes1-5BlendYes

 

Scotland
LocationTransact FUD (£)Total FUD including Transact (£)CharteredNumber of advisersInvestment styleDIMs used - if appropriate
Aberdeenshire/Edinburgh>£250m>£250mYes10+BlendNo
Aberdeenshire£50m - £100m>£250mYes10+BlendYes
Lanarkshire<£50m>£250mYes5-10BlendYes

 

South East
LocationTransact FUD (£)Total FUD including Transact (£)CharteredNumber of advisersInvestment styleDIMs used - if appropriate
London<£50m£50m - £100mYes1-5PassiveNo
Kent<£50m£100m - £250mNo1-5BlendYes
Buckinghamshire<£50m£50m - £100mNo1-5BlendYes
Hampshire<£50m<£50mYes1-5PassiveNo
London£100m - £250m>£250mNo1-5BlendYes
Surrey£100m - £250m£100m - £250mYes10+BlendNo
Kent£50m - £100m£50m - £100mNo1-5PassiveNo
London/Surrey>£250m>£250mYes10+BlendYes
London>£250m>£250mNo10+PassiveNo

 

South West
LocationTransact FUD (£)Total FUD including Transact (£)CharteredNumber of advisersInvestment styleDIMs used - if appropriate
Dorset£50m - £100m>£250mYes5-10BlendNo
Dorset£100m - £250m>£250mNo5-10BlendYes
Devon£100m - £250m£100m - £250mNo1-5ActiveNo
Bristol£50m - £100m£50m - £100mNo5-10BlendYes
Bristol£50m - £100m£100m - £250mYes1-5BlendYes
Bristol >£250m>£250mYes10+PassiveNo

 

Wales
LocationTransact FUD (£)Total FUD including Transact (£)CharteredNumber of advisersInvestment styleDIMs used - if appropriate
North Wales£100m - £250m>£250mYes10+BlendYes
South Wales£50m - £100m£100m - £250mNo1-5BlendYes
South Wales£50m - £100m£50m - £100mYes1-5ActiveNo
South Wales£50m - £100m£100m - £250mNo1-5BlendYes

 

The information displayed on this page is correct as of May 2022 and is for use by financial professionals only.