FINANCIAL SERVICES & TECHNOLOGY M&A
40+
Completed transactions
£20-£200m
Typical transaction value
90%+
Transaction success rate
~85%
Transactions involving PE
UK & EU
International execution
*Figures are based on relevant completed transactions.
WHY DYER BAADE & COMPANY
Deep sector knowledge. Strategic perspective. Senior execution.
The best M&A advice requires more than running a process. It requires understanding the market, what makes a business strategically valuable and how different buyers and investors will assess it.
Our advice combines deep sector expertise, decades of transaction experience, proprietary research and senior strategic judgement. This enables us to position businesses intelligently, identify the right counterparties and navigate complex transactions with confidence.
We are independent, selective and senior-led throughout.
Sector expertise
Where we are strongest
Wealth & Asset Management
One of our deepest areas of expertise, covering wealth managers, IFAs, financial planning businesses, discretionary investment managers and asset managers. We advise founders, shareholders, investors and consolidators on sales, minority investments, growth capital and acquisitions.
Fund, Trust and Corporate Services
Specialist advice across fund administration, private client and institutional trust businesses, fiduciary services and corporate services. We understand the strategic buyers, Private Equity investors, valuation drivers and operating models shaping consolidation across the sector.
Fintech & Technology
M&A and growth-capital advice for technology businesses, with particular expertise in companies serving Wealth Management, Asset Management and Financial Services. We advise profitable and high-growth businesses seeking strategic investment, institutional capital or an eventual transaction.
WHO WE ADVISE
Where entrepreneurial businesses meet institutional capital.
We advise founders, family shareholders, management teams, corporate boards and institutional investors on significant capital events.
Our work ranges from majority and minority sales to growth investment, acquisitions, strategic M&A advice and debt financing - frequently involving Private Equity as buyer, investor, shareholder or counterparty.
Sell-side M&A · Minority investment · Growth capital · Buy-side M&A · Strategic advice
Selected transactions
Experience that can be demonstrated
Kestrel Capital
Investment from IK Partners
Clifton
Investment from CBPE
Aberdeen
Financial Planning sold to Ascot Lloyd
Lockhart
Investment from Northcote Equity
Amicus Wealth
Sale to 7IM
Ascot Lloyd
Circa 20 acquisitions · £4bn+ combined AUA
Client perspectives
Trusted on important transactions
Jon Bowes
Chief Executive Officer
Daniel understood from the outset what made the business special and what mattered to us as partners. The quality of their advice impressed us from start to finish.
John Crowe
Their deep industry knowledge and strong relationships within the Private Equity community were instrumental in delivering a highly successful process.
Nigel Stockton
We have worked with Dyer Baade on circa 20 M&A deals. Their industry knowledge and ability to find solutions have made them a trusted adviser.
HOW WE ADVISE
Market-leading M&A advice built on more than process.
Our advice is grounded in four things: deep sector expertise, decades of transaction experience, proprietary market research and strategic perspective.
We remain senior-led throughout the transaction - from the initial strategic question and positioning through buyer engagement, negotiation and completion.
01 Deep Sector Expertise - We understand the markets in which our clients operate and the factors that drive strategic value.
02 Transaction Experience - Decades of experience across complex M&A, investment and capital-raising situations.
03 Proprietary Research - Our market intelligence and proprietary analysis inform positioning, valuation and counterparty strategy.
04 Strategic Perspective - We advise clients on the transaction in the context of their broader objectives — not simply on getting a deal done.
INSIGHTS & RESEARCH
Market intelligence for important strategic decisions.
Our research combines proprietary transaction data, market analysis and direct experience advising businesses and investors across our core sectors.
Considering a transaction or strategic capital decision?
