Strategic Partnerships. Optimal Outcomes.

Navigating the complexities of Mergers and Acquisitions in the financial advice sector can be challenging. With numerous Acquirers and Consolidators each offering unique propositions, finding the ideal match for your business objectives can be time-consuming and complex. BWD M&A is here to simplify this process for you.


The Benefits

  • Guidance

    Benefit from our M&A Director's 20 years’ experience of both buying and selling FS businesses.

  • Targeted

    We create a shortlist of suitable acquirers based on your objectives using our extensive knowledge and experience of the current market.

  • Support

    From creating your Information Memorandum to organising introductory meetings and providing advice throughout the process, we're with you every step of the way.

Meet Our Expert

David Rist

Head of M&A


Tel: 0113 274 3000


Find Out More

Meet Our Expert

Our Services

  • BWD Adapt

    Adapt is our fast and cost-effective hiring solution on a contingent basis (no placement, no fee). 

  • BWD Engage

    Engage is a service designed to deliver you the best talent. Offering a 12-month full rebate on all placements demonstrates our confidence.

  • BWD Partner

    Need multiple hires? We develop a short-term hiring strategy, delivering the talent you need, within a specified timeframe.

  • BWD Demand

    Demand is our solution designed specifically for temporary and contract hires. No matter how complex the projects are, we have the experience and network.

  • BWD Intel

    Want specific market intelligence? We offer real-time data analysis that reflects trends in the industry.

  • BWD M&A

    An independent service dedicated to helping IFA and Wealth businesses aiming to sell.

Impressive talent. Impressive growth.

If you want the best talent, painful recruitment processes won’t get you there, especially within the financial services sector. You need to show your company off in its best light, loud and proud - and we’re the passionate consultants who help you do that.

As a specialist recruitment consultancy, we know talent when we see it and understand the unique struggles you’re facing - especially during this “great resignation”. With deep insights, honest feedback, and our industry expertise, you're in safe hands with us if you want to access exceptional candidates

  • Case Studies & Testimonials

    We love to shout about the exceptional service and results we provide, but there’s nothing better than hearing it directly from our clients!

  • Our Divisions

    As Financial Services specialists since day one, we have a deep understanding of the market and long-term bonds with high-quality talent.

  • About Us

    At BWD, you're working with recruitment experts who just get it. Genuine, good people who know financial services - and love what they do.


There’s a reason clients stay with us: we deliver