AMLP Ltd
“I cannot speak highly enough of Catalyst Partners and my business sale completed very satisfactorily.”
Astute Wealth Planning
“Roderic working with John Chapman made this process less stressful and with their guidance and encouragement, we now are about to retire and enjoy the sacrifices we have both made in building our businesses over the years. If you are looking for two guys who you can relate to, trust, and work with you need look no further.”
Charter Financial Planning
“The sale of our business, which is now approaching forty years since it was formed, was a very emotional venture and one which without the help and guidance provided by Roderic Rennison and his partner John Chapman I doubt could have been achieved so successfully.”
Irvine Financial Services Ltd
“I am very happy indeed with the service you provided to guide us through what was one of the most important decisions that Nalda and I would make in our lives.”
Investors Planning Associates
“Throughout the lengthy acquisition process, Roderic was invaluable as our guide and wise counsel, providing us with the experienced and objective view that we needed through the ups and downs of negotiations, due diligence, and completion.”
Tower Hill Associates
“Roderic understood what we were trying to achieve both personally and for our clients and was able to guide us as to what might suit us and what might not. His knowledge of the market was invaluable. We were very glad to have had Roderic on our side.”
Rice Whatmough Crozier
“Along the journey Roderic and John were with us every step of the way and were very influential in dealing with queries from the buyers as and when they arose. If you are thinking of selling your business, I would speak to Roderic and John as the first port of call.”
Prosperity
“Roderic Rennison instantly gave me the comfort that he understood the market, our position and the ideal fit for ours and our firm’s future. With John Chapman also onboard, we knew they would both add a tremendous amount of value to the process, and having had years of experience, they knew whom to approach to fit our needs.”
Bowman Financial Planning
“Roderic advised me on the process of selling my business, the strengths and weaknesses of my proposition, the legal team I should employ, the likely interested parties, and the sale price and terms I was likely to achieve. He offered calm guidance and reassurance throughout.”
Matheson Financial
“Roderic knows the marketplace well, is incredibly well connected but most important of all, he was interested in what we did. The level of service he delivered throughout the sale process was exemplary. It was a pleasure doing business with Roderic and I am very grateful he was there to handhold us through the sale process.”
Affinity IFA
“Roderic is a safe pair of hands as a business consultant, follows up, keeps you accountable and importantly, is an ally through challenging times. He is well connected and can approach other professionals as required along the way.”
The RU Group Ltd
“Roderic and John are a safe pair of hands as business consultants, keep you accountable and are an ally through challenging times.”
WFI
“We found Roderic’s compliance and investment knowledge complemented John’s Financial, Legal, and Operational expertise. They took us through a thorough analysis of what qualities we required in a potential partner and a process to ensure any partnership was correct for clients, staff, and shareholders.”
Alex Chamberlain, Director
“Roderic and John’s knowledge and expertise were invaluable during the sale of my business. They not only helped me negotiate a better deal, but their support also ensured I maintained excellent relations with the purchasers.I highly recommend Catalyst to anyone who cares not only about achieving the best possible sale price but also about ensuring their clients find a suitable and positive home for their business.”
“If you’re considering selling your business, we highly recommend The Catalysts LLP. Their professionalism, personalised service and unwavering support made what was a stressful experience into a successful one. We are truly grateful for the excellent service we received and for their exceptional personal level of support. All aspects of the sale were managed with the utmost care and attention to detail. They continued to offer support even after the sale was completed, making sure we were comfortable with the transition and addressing any post-sale questions we had.”
John Austin & David Baker, Howe Maxted Group’
“Having worked closely with Roderic Rennison and John Chapman at Catalyst Partners for the past five years, we have been impressed with their knowledge and professionalism. Their expertise in helping Financial Planning and Wealth Management businesses realise their value, whether facilitating introductions to interested third parties or helping prepare a business for sale, is in our experience unrivalled.”
Independent Financial Strategies Limited
“We met with several potential advisers prior to the sale of our partnership, and Roderic stood out head and shoulders above the rest. He understood our business and our ethos, having taken the time to listen and learn what we wanted to achieve for our clients and ourselves. He guided us through the entire process and provided calm support and direction. As someone with experience of the industry and the sale process his reassurance was invaluable during what was a momentous and emotional period of change. His recommendation for third party advice was also of the highest order. Overall, a very professional and personal service.”
“In a world full of sharks, it’s so refreshing to meet someone who gives a hoot. I could never have got through this without you and your connections.
Thanks, Roderic – you are definitely one of the good guys.”
“For us, selling our financial planning practice and finding a new business partner that offered a good home for our staff and our clients was a once in a lifetime exercise that we knew we just couldn’t afford to get wrong. Though their intimate knowledge of the market and the process, Roderic Rennison and Martyn Laverick listened to and discussed our objectives, then helped us formulate a plan to achieve these, much as we do with our own clients. They then helped us implement the plan, screening potential partners and approaching the companies on our behalf and were involved in the negotiations that followed.
Roderic Rennison positioned himself squarely on our side of the table in the negotiations and was pivotal in us securing an offer from our preferred partner. He also helped us in our choice of lawyers which was key in getting the deal over the line. I suspect that transitioning from owning and running one’s own business to becoming part of another business is never an easy step for anyone who cares about their business to take but on balance I think that the process was a good deal easier and the outcome better than if we had tried to do it on our own. For anyone in a similar position to us we would have no hesitation in commending Catalyst partners.”
Pension and investment options
“My business partner and I were introduced to Catalyst Partners in January 2023, and in particular Andy Cumming(Andy). Prior to that we whilst approaching 60 had discussed between us how to exit our company when we decided to retire, however we didn’t want to retire until our mid 60’s.
We let it be known to a select few that we were considering this, which lead to a couple of meetings with prospective partners/buyers. This left us with a raft of questions and decisions to be made.
After our introduction to Andy he explained the various options which might be available and that he would present our business to prospective buyers/partners taking a huge amount of pressure off of us. Andy sat with us and got to know who we are and what we wanted out of this. Andy after speaking to a number of companies which he either knew of personally or had approached on our behalf, we discussed the various options and settled on 4 then after meeting them we made a decision.
Now that things have been put in place Andy remains a big player in this, whilst we continue to advise clients he is ensuring that we continue to get what was discussed at all our meetings from our partner firm. We don’t really know if we would be here without the help Andy and guidance given to us.”
Alan E Johnston, FPFS Cert SMP, Chartered Financial Planner
“For anyone considering selling their business then I would have no hesitation in suggesting Roderic and his team for this journey.
He was a great help to us as we were looking for a strategic partner to expand and grow City Gate Aberdeen to allow us to fulfil our potential and expand. His expertise and wise guidance were critical in our decision-making process. We had gone as far as we could within the restraints of a Network and needed assistance with the next stage as well as eventually a future home for our clients.
We needed to become part of a bigger organisation, but it was important that it was one that had the same synergy and ethos and Roderic was there every step of the way as myself and the rest of the team at CGA started our integration into Fairstone. So whether looking for an exit strategy in the short or long term or growth and expansion then Roderic and his team would be the perfect business partner in your venture.”
Sandy and Mark Newman, Ifa Dash
“We have known Roderic and John for some years now and have always found them to be extremely professional with a great insight into the financial services arena. Post an introduction from Roderic into Fintel, we were able to share our vision with the Fintel group and firm up a solid relationship that ultimately led to the acquisition of Newdez/ifaDASH which has been in the media in recent weeks”
Danby Bloch, Chairman, Helm Godfrey
“Roderic and John have an unrivalled network of contacts in the ever-evolving world of financial adviser M&A. Their experience and insights mean they understand the opportunities and pitfalls far better than we could have done when we first approached them.
They rapidly grasped the key issues and understood what we were seeking – the sorts of organisations that would potentially fit with us and those that wouldn’t. They were great to work with.”
Lauren and Mike Owen
“After contemplating a sale of our company and unsuccessfully negotiating with many potential buyers over a number of years, we were fortunate to be introduced to Roderic. Very quickly he identified a compatible buyer, assisted in the agreement of a favourable settlement and led us to conclusion. At all times his level of engagement was positive, professional and extremely helpful.”