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Buzzacott advises Liberate Wealth on its acquisition of Ebor Financial Planning

Corporate Finance deal announcement: Buzzacott provided buy-side advisory services, including financial and tax due diligence reviews, to Liberate Wealth on its acquisition of Ebor Financial Planning

Seller: Ebor Financial Planning

Buyer: Liberate Wealth

Type of deal: Corporate Acquisition

Sector: Independent Financial Advisor

Date: October 2023


Overview of deal

We were delighted to support Liberate Wealth recently in their acquisition of Ebor Financial Planning. The Buzzacott team provided financial and tax due diligence reviews and buy-side advisory services.

Who are the firms involved

Liberate Wealth is a wealth management company specialising in supporting IFA firms across the UK to deliver better outcomes for clients and staff. They are implementing both a ‘buy and build’ approach and an organic growth strategy, implementing market leading technology whilst maintaining a human touch.

The leadership team is one of the strongest and most experienced we have worked with, having fulfilled various senior roles across the wealth management and IFA sectors throughout their careers. Together they possess a deep understanding of what it takes for IFAs to deliver successful outcomes for their clients.

Ebor Financial Planning is an IFA with the perfect profile for Liberate Wealth to commence their growth journey. The combination of an impressive client base and an effective team led by five advisers will act as a powerful springboard for further growth and acquisitions.

What we liked about this deal

We enjoyed working closely with each party on the transaction to ensure a deal was reached. With IFAs of this size and type, the Buzzacott team are well versed in extracting and processing the underlying financial data for our client to be able to make transactional and commercial decisions.

We look forward to continuing to work with the Liberate team and wish our best to the advisers and staff of Ebor Financial planning as they enter the next stage of their development under Liberate’s stewardship.

The Buzzacott Financial Due Diligence team was made up of Alex Judd (Partner) and George Thresh (Associate Director). The Tax Due Diligence team was made up of Tony Dillow (Director), Adam Chick (Senior Manager) and Kam Chauhan (VAT Director).

To see further transactions in the financial services, please see our transactions page.

The Buzzacott team were incredibly helpful during the process of our first completed acquisition – the first of many high-quality partnerships for Liberate Wealth. The team were extremely diligent and knowledgeable, guiding us through many complexities in a clear and concise manner. Working with a friendly team, led by Alex, made this process as smooth as possible and I would not hesitate to work with them again. -Sumeet Thapar Finance Director at Liberate Wealth 

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