Not all financial planning firms in the UK will have the right profile to benefit from the partnership that Vertus Alliance has to offer.
We look to invest and help ambitious companies with the following criteria:
We want people who want to grow a business, not just tick over. We will work with you to create a plan designed to realise the full potential of your business.
We want your business to continue successfully long into the future. For that to happen we need management teams who have the energy to drive growth and change through their business.
We need businesses which are set up and ready to grow, but can also manage risk. That means core processes are proven to be working and key people are committed to the business.
We will be working together for many years. We need a relationship based on trust, respect and a recognition that we need to act in the long term interests of our clients as well as the business.
We are committed to mid-market regional advice businesses. You don’t have to be a big firm but you do need to have built the solid foundations from which you can grow.
We expect owners to push us for the support you need to make your business a success. Nobody is perfect. We believe in letting people double down on their strengths and finding other solutions to resolve weaknesses. Our support will let management teams do what they enjoy most and the result will be better performance. Shared best practice is the best way for us to learn.
Our most critical investment is in the people who run the business, not the client bank or revenue streams. We need them to be highly motivated, with passion for the long term growth and success of their business.
At least 30% of the shares are owned by the principal on day one ownership
Entrepreneurial with a 10 year horizon or sufficient management below them
Demonstrable track record of successfully growing an advice business
Ambition to scale the business and then look to exit in the next 10 years
We understand partnerships and are passionate believers in your vision and potential. As a minority shareholder, we stand alongside you as partners, offering the support and resources that will enable your firm to achieve its full potential.