IC-ready analysis of adviser continuity pressure, earnings durability sensitivity, and post-acquisition mobility risk.
Acquisition due diligence in wealth management is well-established across financial, legal, and regulatory workstreams. The adviser population is not. Advisers are the primary revenue-generating asset in most wealth management businesses — yet their continuity risk is typically assessed through management interviews and retention contract review, not independent analysis.
Atlas fills this gap. A firm-level continuity diagnostic provides an independent, data-grounded assessment of the conditions under which adviser population decisions are forming — before those decisions become visible in attrition data, revenue decline, or post-close impairment.
Output is designed for IC use. It is not a consulting recommendation. It is an intelligence layer that informs the deal team's own judgement.
An initial-pass continuity assessment for a named target. Delivered within 48 hours. Designed for early-stage deal evaluation where a full diagnostic is not yet warranted but continuity risk must be flagged to the IC before indicative terms are set.
Suitable for pipeline screening where multiple targets are under review simultaneously.
A full firm-level Firm Vulnerability Index™ engagement designed to sit alongside financial and legal DD. Output is IC-ready and formatted for inclusion in deal documentation.
Designed for PE deal teams, wealth management acquirers, and M&A advisers conducting full acquisition due diligence.
Ongoing continuity monitoring for firms within a managed portfolio. Delivered as a recurring quarterly or monthly engagement, with ad hoc alerts triggered by material index movements.
Recommended for PE funds holding two or more wealth management platform investments.
Rapid-response monitoring activated by a specific market event — a leadership departure, PE sale announcement, regulatory action, or competitor hiring surge. Provides a real-time read of continuity implications for a named firm or peer set.
Suitable for wealth management CEOs and M&A teams responding to a specific market development.
The following illustrates the format of a Due Diligence Diagnostic output. Firm name, scores, and specifics are demonstrative only.
The target presents a BBB-grade continuity profile with elevated structural and ownership signals. The primary risk concentration sits within the senior adviser cohort — those with ten or more years' tenure and established client relationships representing a meaningful proportion of recurring revenue. The ownership transition currently in progress is introducing environmental pressure that, in Atlas data, has historically preceded material adviser population movement within 12–18 months.
Under the central attrition scenario, we estimate revenue retention of 74–82% in the 24 months post-close. This range narrows materially with effective retention programme deployment in months 1–6 post-acquisition. The IC should treat adviser retention as a primary value-creation lever, not a supporting assumption.
A mid-market PE fund is evaluating a secondary acquisition of a UK wealth management consolidator with £4.8bn AUM. Standard financial DD is underway but adviser population risk has not been assessed. The target has recently promoted a new CEO from outside the industry.
Commission a Due Diligence Diagnostic for the target. Delivered in five working days. Output incorporated into IC paper alongside financial and legal DD.
The diagnostic identifies a 34-point score and a concentrated departure risk window in months 9–14 post-close. Retention modelling is included in the IC recommendation.
A listed wealth management consolidator holds equity stakes in seven acquired advisory firms at various post-acquisition integration stages. The board requires a consistent, comparable read of continuity risk across the portfolio ahead of the annual strategic review.
Commission Portfolio Monitoring across all seven firms. Quarterly updates delivered four weeks before each board meeting.
The board receives a single-page portfolio continuity matrix at each review. Two firms are flagged for enhanced engagement in Q3.
An M&A adviser is running a sell-side mandate for a financial planning firm fielding interest from three strategic acquirers. The adviser requires a read on the continuity risk profile of each potential acquirer to assess which buyer poses the greatest integration risk to the target's adviser population.
Commission Target Screening for all three potential acquirers. 48-hour turnaround.
One acquirer is identified as carrying elevated continuity risk within its existing platform — intelligence that informs counterparty selection.
All engagements begin with a brief written instruction. No NDA is required to receive an initial proposal. Engagements are priced individually based on scope, urgency, and the number of firms under assessment.
Pricing is indicative. All fees confirmed in writing before commencement. No upfront payment required to receive an initial proposal.
Or contact directly: atlas@amc-ltd.uk · Response within one working day