ACQUIRING FIRMS & CONSOLIDATORS

Smoothing the path of growth

Finding the right firm and acquiring it is just one the first part of the journey. Ensuring it's actually the fit you hoped it would be, along with managing the integration and the culture change piece, which is often very underestimated, is key to ensure the acquisition of another firm is successful beyond the point of signing on the dotted line.

Due to having the widest possible range of services and understanding advice firms from every angle, we are able to provide support at every stage of this process.

How we help

Pre aquisition

  • Identify potential firms open to exit options
  • Hold impartial events for those considering their options
  • Help promote the offerings and options from acquiring firms

During Acquisition

  • Pre-deal regulatory due diligence (including permissions, complaints history, reg returns review etc)
  • File checks to gap analysis advice vs acquirers standard
  • Change of controls and permissions
  • Senior Manager & Directory person applications

Culture & change

Post-aquisition integration

The Verve team have always been a pleasure to work with and are flexible when it comes to prioritising cases which is incredibly important to us when managing our acquisitions. Their system is sophisticated yet simple to use and gives us the visibility of where each case is at in the process. They have the expertise, the capacity and technolgy to suit all our needs.

sarah giles

progeny

LET'S TALK

Get in touch to learn more and chat with our experts about how we can best support you and your firm.

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