Amber River and Advanced Investment & Retirement Planning (Scotland)
M&A Chambers acted as Lead Adviser for Amber River and their latest acquisition, Advanced Investment & Retirement Planning (Scotland), enhancing the Amber River C&M platform.
Our team advised throughout the transaction lifecycle, ensuring a smooth completion for both parties, further strengthening our reputation in the Wealth Management & Financial Advisory sector.
Having established a strong relationship with Ross Smith, co-founder of AIR Planning, and fully understanding what a great deal looks like for the business, their loyal clients and the team, we were able to match this with all the benefits Amber River is able to offer ambitious businesses looking for succession.
Outcome
Ross Smith, Director of Advanced Investment & Retirement Planning (now part of Amber River) explains:
We dealt with a few people before and you could tell they were just going through the motions. I wanted somebody to be more involved and engaged; that’s where Pieter and M&A Chambers were completely different to anybody else.
Their list of contacts and also understanding of what we were looking for in a deal undoubtedly helped, through every stage. They have a wealth of experience of matching buyers and sellers. Pieter made us feel so relaxed about the whole process.”
Our Director, Pieter van Rooyen, is always delighted to work with founders to create a life changing event for them and their families, and looks forward to catching up with Ross again in the very near future.
M&A Chambers are a boutique M&A consultancy focusing on the SME, owner-managed business sector.
We exist solely to collaboratively guide and advise entrepreneurs, and owner-managers on their business journey.
To have a discreet and confidential discussion about your plans, please contact Pieter van Rooyen: pieter.vanrooyen@ma-chambers.com or James Gosling: james.gosling@ma-chambers.com