Why invest in Harwood Wealth Management Group

Growth strategy

Harwood’s growth strategy is multi-faceted:

Organic:

We see a favourable outlook for investment management and financial advisory services, with regulatory and other macro drivers influencing demand and supply.

Acquisition-led:

We adopt a formulated and structured approach to acquisitions, focusing on small to medium-sized financial advisory and wealth management businesses. We have established processes, a sound reputation in the sector and a proactive approach which continues to see us making several well-considered, value-accretive acquisitions each year.

Key Harwood Facts

94

financial advisers

Over £4bn

of assets under influence

69

acquisitions since formation

£25.9m

revenue

£4.3m

adjusted EBITDA

Investment Case

1

Profitable, highly cash generative business with a strong balance sheet and high levels of recurring revenue (75%+).

2

Track record of delivery against strategy.

3

Capitalising on opportunities for market consolidation and from regulatory change.

4

Proven model of sourcing, executing and integrating acquisitions.

5

Established platform for future growth.

6

Experienced Board and senior management team.