Access a pure source of independent capital.

Put your clients first. Grow your business. Exit with integrity.

We exist for a very simple reason

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.

Who are you?

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.



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Who are we?

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.



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How can we help?

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.



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What do we do?

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.

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Latest

We only write when we have something to say that we genuinely feel will be of interest. Below is a sample of our latest thoughts.

Planning the transition

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Introducing our capital discussion paper

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Companies we’ve helped

We haven’t been around for that long, but we’ve already made an impression on some leading lights in the financial advice market.