Bringing you live news and features since 2006 

Former Bellpenny operations director launches IFA acquisition advisory business


Former Bellpenny Operations Director Dawn Pearce-Herzberg (pictured) has launched a new IFA acquisition advisory buisness, Vines Row, which she says will provide a key missing ingredient in the existing IFA acquisitions market. 

Vines Row aims to reinvent the existing ‘match-making’ model currently being offered to IFA vendors and acquirers, by providing what Pearce-Herzberg intends to become the UK's most comprehensive IFA acquisition advisory service.
Pearce-Herzberg, Managing Director of Vines Row, says: "I've been involved in more than 25 IFA transactions over the past three years and this has given me a unique, birds-eye view of the deal process from both vendor and acquirer perspectives. Introducers fulfil an important role in bringing interested buyers and sellers together but there has always seemed to me to be a missing link in the existing model. I believe the initial match-making element should be just a starting point. It's after that the really hard work should begin and I'm determined that Vines Row will add value at every stage of the process, all the way through to deal completion.
“In my experience far too many deals break down for reasons other than price. I see Vines Row's role as being the oil in the transaction engine. We will save both buyers and sellers time, money and hassle but, ultimately, our job is all about getting more deals across the finish line."
Vines Row's services includes a purpose built data room which will enable both vendor and acquirer to track the progress of the transaction online, in real-time, and will also facilitate a secure, well-managed due diligence process.
A unique tendering system will enable sellers to invite prospective acquirers to bid for their company.
Vines Row is targeting IFA buyers as well as vendors. It will offer acquirers a search facility which will help identify suitable opportunities, tailored to their individual criteria.
Commenting on the launch of Vines Row, Dan Russell, Managing Director of Verbatim Asset Management, says: "For me the big surprise is that no one is already out there providing this type of true end-to-end advisory service to the IFA acquisition market. Getting two interested parties to the negotiating table is often the easy bit. After that, deals can unravel for any number of reasons.

“I’m sure the idea of having an expert on hand to facilitate the process and help overcome the inevitable bumps in the road will hold a lot of appeal both to vendors and acquirers. All the more so as Vines Row offer such a wealth of first-hand IFA acquisition experience."

Latest News

Morningstar has published a review of the European ETF market for the first quarter 2024, which finds that it gathered..
ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..
Calastone has published an ETF white paper which examines several of the processes that take place across the lifecycle of..
Adapting product lines to fit into changing methodologies and meet shifting demand is essential to remaining relevant in the industry..

Related Articles

Kristen Mierzwa, FTSE Russell
Index Investments Group (IIG), a division within index provider FTSE Russell, has extended its range of indices through two new...
US ETF issuers of active ETFs are facing an increase in fees from the big custodian firms, such as Charles...
Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by