Case Study 2min(s)

Shawbrook backs Futura Financial Services Group with £14.5m funding to fuel ambitious acquisition strategy

The flexible facility will enable Futura to accelerate its buy and build growth, supporting the acquisition of multiple IFA firms across the UK.

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  • Futura Financial Services Group is a buy-and-build wealth management group focused on acquiring and integrating independent financial advisory firms.
  • Shawbrook structured a £14.5m facility, including a £10m Committed Acquisition Facility (CAF).
  • The funding will support three immediate acquisitions and provide additional capital for future bolt-ons.

Founded in 2020 by CEO Paul Ollerton, Futura Financial Services Group is a consolidator of independent financial advisory (IFA) firms across the UK. The business focuses on acquiring smaller, well-established firms, preserving their client relationships, team structures and brand identities while providing long-term succession planning solutions.

Following five successful acquisitions in its first three years, Futura approached Shawbrook to support the next phase of its growth. The IFA sector remains highly fragmented, and Futura’s proven ability to integrate acquired businesses positions it well to capitalise on further consolidation opportunities.

Introduced via Dow Schofield Watts, Shawbrook worked closely with Futura’s management team and their equity backer to structure a tailored debt facility. The funding package totals £14.5m, with an initial drawdown to complete three acquisitions and a £10m Committed Acquisition Facility (CAF) to fund further pipeline opportunities.

Paul Ollerton, CEO of Futura Financial Services Group, said: 

“We’ve built Futura with the aim of offering IFA firm owners a trustworthy exit option that retains their legacy and ensures ongoing client care. Shawbrook understood this vision from the outset and worked collaboratively with our team to create a facility that supports our strategy both now and in the future.”

 

Andrew Richards, Director of Structured Lending at Shawbrook, said:

“Futura’s focused acquisition strategy and proven ability to integrate IFA firms with care made this an exciting opportunity for us to support. Working closely with their team and equity partner, we structured a flexible facility designed to meet both immediate funding needs and long-term ambitions. This transaction is a great example of how Shawbrook delivers tailored debt solutions that align with our clients’ pace of growth.”

Shoosmiths acted for Shawbrook on the transaction, with financial diligence support provided by Cooper Parry. Herrington Carmichael advised Futura Financial Services Group.

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