As a market leader in Mergers & Acquisitions, Fairstone has developed its unique Downstream Buy Out (DBO) model. Fairstone Ireland partners with owners of forward-looking financial advice and wealth management practices to maximise their long-term value by investing in their growth.

Within our unique offering, shareholders can benefit from growth both before and after the ownership transfer. This ensures that shareholders are maximising their business performance before crystallising a structured sale, thereby capturing a higher valuation for their shares.

 

The Fairstone DBO enables shareholders to several tranches of enhanced value, not just a single sale event. We believe in a partnership rather than a purchase and we are confident that we can create more financial value together. By investing in your growth and continuing to invest in your staff, we provide you with the foundation you need to significantly increase the value of your business whilst working with you on succession.

Integration is the key to successful M&A as it allows both parties to grow together. Having completed over 60 acquisitions of UK and Ireland advice firms, we know that integrating first and managing it from the outset results in significantly fewer disruptions at the future point of sale.

 

This model increases financial value and minimises disruption. By partnering with Fairstone, you will become part of a company that incorporates a leading financial planning organisation managing over €18 billion of clients assets, while maintaining control over client relationships and the direction of your own firm.

 

Fairstone Ireland acts as a growth partner and provides financial advisory firms with compliance frameworks, centralised business processing resources, leading edge technology, finance functions, marketing and leveraged product provider relationships that enable a businesses to reach their full potential.

Fairstone Ireland believes a successful transaction requires integration from the outset. Partnering from the beginning facilitates a seamless future sale point.

 

A well planned integration process allows for gradual alignment of enhanced processes and cultures, all the while continuing to grow as a business with a seamless transfer of clients and staff at the acquisition stage.

 

We guarantee that:

  • We never treat clients as commodities
  • We never reduce client choice
  • We are not tied to any products, funds, or platforms

 

During the integration phase, our partner firms have immediate access to Fairstone’s preferred provider institution as a group with €18 billion AUM across the UK & Ireland, as well as research from our investment committee and product support team.

 

Fairstone is committed to investing in you and your staff by enhancing skills and qualifications. This is done by providing valuable training and development through the Fairstone Academy, supervision and ongoing CPD support.

 

A key function of the integration period is growth. At Fairstone Ireland we strive to ensure that our offering gives businesses the framework they need to grow their income without compromising client service.

 

In a commercial sense, value creation is the result of a business’s stability and growth. We achieve this by supporting partner firms to grow during the integration phase.

 

We offer a number of growth services as part of our commitment to helping our partners grow, including:

  • Centralised services for business pipeline & processing
  • Investment, product & compliance frameworks
  • Marketing and business development resources to deploy
  • Business consultancy
  • Access to a centralised group compliance function
  • Centralised income & commission reconciliation
  • Training & recruitment supports

Our approach focuses on a partnership journey rather than a single sale event transaction. A brokerage has a high degree of flexibility over the timescales of the ultimate sale.

 

Ultimately, the length of the integration period will depend on how much the partnering firm wishes to optimise the growth of its business and the value of its sales.

 

The enhanced value offering of our company provides the opportunity to further increase the sale proceeds after the point of acquisition by continuing to enhance business performance.

 

When it comes to growing or acquiring a business, Fairstone believes that human capital is the most valuable asset.

 

Our DBO model retains your human capital by ensuring your employees remain engaged & employed post-sale, with favourable ancillary staff benefits.

Our Process

Selling the business that you’ve worked tirelessly to build will most likely be a once in a lifetime event.

Fairstone Ireland strives to remove any uncertainty that this process may bring by providing full support through our dedicated M&A team during both the initial engagement and integration phases.

 

Fairstone M&A Team

A wealth of experience is available within Fairstone Ireland’s M&A team, and together they ensure the successful integration of businesses and individual advisers into Fairstone Ireland.

 

In addition to building relationships with advisers, the team is the principal point of contact for business principals during the initial phases of the Downstream Buy Out.

Download a copy of our brochure to find out about our unique Downstream Buy Out proposition

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