Put your clients first. Grow your business. Exit with integrity.
We’re here to enable ownership succession between independently minded financial advice firms in the UK. We make it possible for owners to sell their businesses to like-minded firms in a way that puts their clients first and provides them with a fair value for their business. If you own or manage a UK-based financial advice firm, are a user of the Transact platform and are considering selling or growing your business, then you’ve come to the right place.
Are you an owner (or manager) of a UK-based, independently minded financial advice firm, who uses the Transact wrap platform? Through our collaboration with the team at Transact, we are bringing like-minded firms together and enabling a responsible ownership transition to take place.
Our firm is run by Matt Marais, who has been doing deals of all shapes and sizes in the financial intermediary market for over ten years. Matt is a Certified Financial Planner and practiced as a financial adviser in South Africa before heading up Vertus Capital. He is passionate about the financial advice sector and wants to ensure it continues to thrive.
We provide independent loan capital to enable advice firms to sell their businesses to like-minded firms. We appreciate that every situation is unique and so flexibility is very important. We customise our terms so both parties are able to conclude a deal, with minimum compromise. We have a collaboration with Transact where they help bring like-minded firms together through their matchmaking service and we provide independent capital to enable the deal to take place.
We provide independent capital in the form of bespoke business loans for single or multiple acquisitions.
We provide capital to help facilitate the sale and purchase of advice firms. Our capital is completely independent which means that all we require of borrowers is that they do right by the clients and staff of the target firm. We provide facilities for one-off or multiple transactions and we can provide capital in tranches to suit the agreed deal structure. Capital is raised at the outset of the deal and all parties have security that all deferred payments are available.
Our expert team has significant experience in this space, not to mention the provision of debt facilities to owner-operated businesses. We understand the complexities of these transactions and while we require business plans and financial forecasts, we only ask for what we really need to make a decision.
We haven’t been around for that long, but we’ve already made an impression on some leading lights in the financial advice market.
From the beginning of our relationship with Matt we could see that Vertus is a straight forward, approachable and forward thinking professional organisation. In August 2017, with encouragement and finance from Vertus we completed our second acquisition. We now regard Vertus as our financial partners and we look to the future with confidence knowing that they have values and vision similar to ours.
We have increased the size of our firm by 50% over 18 months through the assistance and support of Matthew Marais and colleagues at Vertus. This enables us to extend our service to more clients, and build our corporate value which we are sharing with staff through a share option scheme. I appreciate the help which Vertus gives not only in detail, but also with a shared strategic vision.
Matt and the Vertus team were instrumental in ensuring the smooth handling of my MBO. They were flexible in their approach and extremely helpful in getting the right deal for all concerned. I would not hesitate to recommend them to anyone who is looking for finance in our industry.
Matt and the team at Vertus have a straight dealing, flexible and supportive approach, a depth of knowledge and experience in the merger, acquisition and financing space, and an entrepreneurial mindset which makes them an enjoyable, refreshingly different and valuable partner. As such, I can't recommend Vertus highly enough to those who are looking to take their next big step forward on their business journey.
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