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IDEX Consulting launches new M&A sell-side focused strategy for financial services market

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New proposition addresses critical gap in underserved financial services M&A sector

IDEX Consulting today announced the launch of its groundbreaking M&A advisory proposition, challenging the industry's traditional transaction-focused model with a comprehensive, long-term partnership approach that transforms how financial advice firms prepare for and execute successful exits.

Unlike conventional M&A consultancies that concentrate solely on brokering deals, IDEX's new methodology involves working closely with businesses over a potential six-to-twelve-month period, and beyond, to fundamentally enhance their attractiveness to potential buyers before any transaction takes place.

"The financial services M&A market has been critically underserved for years. Many brokers simply focus on the transaction itself, leaving businesses unprepared for sale and often achieving suboptimal outcomes. We're changing that dynamic entirely with a long-term approach that helps firms identify improvements that boost growth and revenue and ultimately make them a more appealing prospect to buyers”, says James Salmon, Financial Services M&A Client Solutions Director at IDEX Consulting.

IDEX's comprehensive approach encompasses three distinct phases: thorough business preparation and optimisation, strategic buyer-seller matching leveraging their network of over 40,000 UK and international businesses, and crucial post-transaction support including talent acquisition and organisational integration or re-design. 

“What further sets IDEX apart is our ability to help businesses hire top financial services talent, given our 20+ years reputation as a leading recruiter in the market. Plus, our unique marketing and branding solutions that help businesses strengthen their market position and attract top tier talent, customers and investors – there’s no other M&A consultancy in the market which offers this”, adds Salmon. 

With over 200 years of combined M&A expertise, IDEX's innovative approach ensures businesses are not only genuinely ready for sale but have the optimal chance of achieving maximum earn out sums, addressing a fundamental gap where proper sale preparation has been largely absent from the traditional brokering model.

The new proposition launches immediately across UK and international markets.

For more information go to: https://www.idex-ma.com

Notes to editors 

About IDEX Consulting  

IDEX Consulting is an independent and innovative global talent, business and M&A growth consultancy. The business helps clients achieve their growth goals through M&A buy and sell side strategies, the acquisition of top tier talent, and marketing advisory across the UK, Europe, Middle East and US. Over the last twelve months IDEX M&A has presented over £14 billion AUA of opportunity to buyers in the market and added over £500 million of enterprise value to firms.

For more information contact, Marie Ponomarenko on 07425747232 and / or marie.ponomarenko@idexconsulting.com