Leading independent financial adviser brokerage and consultancy, Gunner & Co, has added a new Senior Broker to its growing team, further cementing itself as the specialist in the negotiating, buying and selling of IFA businesses.
Joshua Lee, joins the business with a wealth of experience ranging from initial research of acquisition targets and developing deal structures that work for both the buyer and seller. Prior to his taking up his role at Gunner & Co, Joshua developed his extensive understanding of the industry by leading the acquisition strategy for renowned chartered firm, Attivo. Joshua also has the Certificate in Corporate Finance, awarded by CISI.
Louise Jefferys, Managing Director at Gunner & Co, commented on the appointment: “This hire results from Gunner & Co.’s continued growth. Joshua’s credentials align to our primary focus on educating financial planning business owners in the complexities of M&A, alongside our core competency of bringing buyers and sellers together and our proven track record of completing deals that bring value to both sides.”
Joshua Lee added: “I am incredibly proud and excited to join the team at Gunner & Co. This firm prides itself on its unique approach of dealing with its customers, and our values are very much the same in that regard.”
Gunner & Co. has enabled buyers to grow their funds under advice by more than £500M so far this year, with a further eight deals due to complete before year end. The business remains committed to sharing their experience and knowledge through their seminar series, giving business sellers an A-Z of the process of selling their business, enabling them to prepare effectively and ultimately realise their best possible value.
Gunner & Co. organise workshops for business owners, to understand the process of selling their business.
The workshops cover the full A-Z of what you can expect from the process of selling your business, and is essential even if you are not planning to sell for 5 years +. The full agenda and speakers can be found HERE
The next seminar is on 5th March 2020 and will be running from 10am to 3.30pm, with a range of expert speakers to share their knowledge and experience with you.
It’s simple to register online, just click HERE