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
177
financial advisers
Over £4bn
of assets under influence
69
acquisitions since formation
£32.7m
revenue
£6.1m
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.