Mathews Smith (Financial Consultants) Ltd

Mathews Smith sold to EWMG plc

Dominic Mathews helped advise Mark and Peter when they set up Meta in 1999, so it was very pleasing when he turned to us to help him achieve a retirement sale. Dominic’s business, Mathews Smith, is one of the few remaining truly independent small IFAs in the South East so a number of people were aware of the business and interested in using it as a platform for further acquisitions.

Meta actually introduced the eventual purchaser via another interested party. John Morton (ex CEO of Syndicate) had built an IFA and Wealth Management business before. Having been asked to conduct commercial due diligence for another purchaser who then retired from the process, John made an offer on behalf of European Wealth Management Group, his new acquisition vehicle. John completed the acquisition and continues to actively expand EWMG both organically and by acquisition.

Dominic said: "This was a fairly protracted and emotional process but Meta were always available to help me through that and eventually drove the process to completion. I am very grateful for their efforts and support throughout the process".
 

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