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IDEX CONSULTING MERGERS 

& ACQUISITIONS SOLUTIONS






At IDEX Consulting we have been providing mergers and acquisition solutions for UK and international businesses for a number of years. With our established network of over 1,800 IFA practices we have introduced our clients to over £15 billion AUM of opportunity.

Are you looking to grow your business? Or perhaps you're considering a sale or new opportunity? Our expert M&A consultants have managed a range of complex sales and know what's required for a successful and smooth sale.


Working with us means partnering with a specialist who will:

  • Spend the time finding the right buyer / seller based on market knowledge, and detailed IFA practice and expertise
  • Complete due diligence pre and post transaction to mitigate deal failure
  • Advise on tax planning to minimise tax exposures
  • Ensure all legal and FCA compliance
  • Deliver expert marketing and communication strategies to protect customers and employee needs

Looking for some confidential advice or would just like a chat? Request a call back via the form from our specialist, James Salmon, who will be happy to help.

Learn more about our M&A offering and solutions here.




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LOOKING TO GROW OR EXIT YOUR BUSINESS?

Our experts have introduced our financial advice clients to over £14 billion AUA of opportunity and made over 300 key appointments from back-office administration and paraplanning, to advisory and executive leadership roles.

 



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