Gunner & Co. successfully facilitated the acquisition of Brooks Wealth Management by Integrity365, strengthening their market presence in the South West while ensuring continuity for existing clients.

Target Acquisition Overview

Gunner & Co. acted as the principal advisor in the successful acquisition of Brooks Wealth Management by Integrity365. This transaction exemplifies Gunner & Co.'s expertise as the leading M&A advisor for independent financial advisers (IFAs) and financial planning firms in the UK. Their role not only involved strategic negotiation but also a focus on fostering cultural alignment between the two firms, thus ensuring a seamless transition and mutual growth.

As a result of this acquisition, Integrity365 has solidified its presence in the South West region while ensuring a sustainable future for the Brooks Wealth Management team and its clientele. Gunner & Co. is well-regarded for guiding financial advisory firms through all stages of the M&A process, emphasizing thorough planning, transparent communication, and alignment between buyers and sellers.

Industry Overview in the UK

The Independent Financial Advisers (IFA) industry in the UK is experiencing significant consolidation driven by various factors, including regulatory pressures, the need for successio