We are pleased to have provided financial due diligence to AWI Services, backed by Triple Point, on its acquisition of IAS Financial Planning.

Led by Alex Judd and supported by Stephen Bryne, Buzzacott provided Financial Due Diligence to AWI Services, backed by Triple Point, on their acquisition of IAS Financial Planning.

This acquisition, the firm’s tenth, marks a significant milestone in their growth journey. AWI has established a strong and growing platform from which to continue its buy-and-build strategy.

We are delighted to play a role in supporting AWI’s buy-and-build strategy, an acquisition approach that we are continuing to see grow in popularity in the professional services sector.

AWI Services is a specialist acquirer of independent financial advice and wealth management firms. Launched by a team of industry veterans, AWI was founded from a desire to provide a viable alternative for financial advisors seeking an exit strategy, but also a partner who shares their values.

IAS Financial Planning is a London-based Financial Planning and Wealth Management Firm, and its acquisition adds around £230m in assets under advice to AWI Services’ portfolio.

“Consolidation within the professional services sector shows no signs of slowing down. With strong opportunities for growth through cross-selling and talent acquisition, accountancy, legal, and IFA firms continue to attract significant interest from both strategic acquirers and private equity investors.

It was a pleasure to work with AWI, supporting them with this acquisition which accelerates their buy-and-build strategy further.”

- Alex Judd, Partner and Head of Transaction Services