Acquisitions
A trusted home for your clients and a smooth transition for your business.
Supporting your succession
At Saltoro Capital, we believe in growth that respects your legacy. We understand how important your business and client relationships are. That’s why our acquisition process puts you, your clients, and your team first.
With careful planning and the support of a highly experienced team, we offer a structured exit option that ensures your clients remain supported, your people are valued, and your business is handed over smoothly.
Discovery
We begin by getting to know your business – the clients you work with, their holdings, and company financials. It’s an open conversation about your priorities, timeline, and what a successful transition looks like for you.
Valuation
Once we understand your business, we’ll provide an initial valuation. This considers your client base, recurring revenue, and service model. You’ll get a clear, transparent offer with no obligation and plenty of space to reflect.
Due diligence
We work together to confirm the details: reviewing documentation, understanding key relationships, and ensuring the fit is right on both sides. It’s a collaborative, discreet process, handled with minimal disruption.
Completion
With terms agreed, we’ll finalise the handover plan. This includes client communications, ongoing involvement from you (if you wish), and a timeline that ensures a smooth, respectful transition for everyone involved.
Why choose us
Proven experience with acquisitions
We’ve successfully integrated both individual advisers and established firms. Our process is efficient, respectful, and focused on preserving your client relationships.
Independent and client-first advice
Your clients continue receiving independent advice, free from product bias or forced migration. Post-transition, they’re supported by BMP advisers who share your commitment to doing what’s right.
Award-winning investment solutions
Our model portfolios are globally diversified, cost-efficient, and built around five risk profiles over three currencies. That means your clients benefit from robust, future-focused strategies.
Supported by a respected asset manager
We’re backed by Marlborough Group, a UK-based asset manager with over £17bn AUM. While we operate independently, the partnership ensures we grow sustainably and continue making a meaningful difference for clients.
Licensed and growing in India
We hold licenses from the Securities and Futures Commission, Insurance Authority, and Mandatory Provident Scheme Authority. Based in India and focused on expats, we’re building a leading independent wealth management firm in Asia.
You stay involved (if you want to)
We work to your ideal timeline. You can stay engaged through the handover, or step away knowing your clients are in expert hands. Either way, we’ll guide the process from start to finish, making sure the transition is smooth.
Useful resources
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