When we ask owners about succession, it is often the least prepared-for stage in their journey.

      That most important, yet often least prepared-for stage, sits at the centre of our conversations with owners.

      Our UK-based advisory studio, AND Capital Projects LTD, operates across wealth management, technology, and other professional services. We partner with owners, leadership teams, and investors to navigate the moments that matter most — from succession and ownership change through to growth through carefully aligned partnerships.

      Our projects are built on a simple belief: The strongest collaborate. Or they consolidate.

      Alongside advising on mergers, acquisitions, and structured partnerships, we are also behind a number of organic growth initiatives designed to help firms strengthen client propositions, develop talent, and expand sustainably. These initiatives reflect our conviction that long-term value is created not only through transactions, but through the steady evolution of great businesses.

      People and companies collaborate with us because we combine commercial rigour with a deep respect for what makes each firm distinctive in the main its people, its clients, and its purpose.  Whether the objective is growth, succession, or strategic, our role is to help new and existing partners create outcomes that are both commercially sound and culturally aligned.

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      Successions: The Future of Financial Advice Isn’t Just Consolidation - It's Organic

      The UK financial advice and wealth management market is changing rapidly. Consolidation, regulation, and rising client expectations are reshaping how firms grow, partner, and plan for succession.

      We've recognised the most successful outcomes don’t come from scale alone. They come from strategic partnerships, thoughtful deal structuring, and the transfer of knowledge that preserves all parties integrity and builds capital.

      For founders, this often means de-risking, then protecting legacy while accessing the resources to evolve. For investors and acquirers, it means aligning with businesses whose values and client relationships are built to endure and have value yet to be mined.

      As the market continues to consolidate, a new conversation, and a new process will emerge. We believe the next wave will be driven by organic growth, with capital deployed toward a more sustainable path to expansion: strong institutional identity and culture, community-led financial participation, and the broader democratisation of capital.

      That is where the most compelling opportunities will soon sit. Our role is to help shape that future with our partners and clients' thoughtfully. To connect aligned founders, investors, operators, and institutions before the market fully arrives there. Not simply to facilitate transactions, but to support the creation of enduring businesses, stronger partnerships, and long-term strategic value built with continuity in mind.

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      LEAP

      Premium advisory for high quality firms seeking a discreet sale process. Robust data and valuation review, controlled due diligence preparedness and implementation, targeted buyer relationships, transaction structuring, and disciplined negotiation.

      EXIT READY

      Learn from people who have sold before through a structured programme designed to clarify an owner’s vision and options for sale. Beginning with the business itself — its people, services, structure, culture, strategic position, and value — we help founders build a defensible position in an increasingly competitive sellers market.

      COMPASS

      Advisory for challenging transaction dynamics, including buyer negotiations, shareholder alignment, and deferred consideration disputes. We facilitate commercial resolution without unnecessary legal escalation.

      Position of Difference

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      We Represent Market Leading Entrepreneurs

      We proudly represent exceptional businesses. Often run by bold, charismatic, and visionary leaders in their space. Leaders who have built their businesses around their deepest convictions. They are often seeking open and unlimited possibilities.

      We’ve found that every leader we guide through pivotal moments wants to exit on their own terms. Our role is to prepare, challenge and coach them through that journey.

      We provide a platform for leaders to articulate their sale vision and build a strong, defensible position around their “why” sell, merge or buy. We challenge their market assumptions, and augment business flows without disrupting operations. Our role is to prepare, guide and support them through that journey. Alongside our strategic partners, we identify the right buyer audience while clearly communicating our clients unique brand differentiators and offer guidelines.

      We're Investing in You

      Today’s leaders increasingly seek a single ecosystem capable of aligning legal, tax, wealth, financing, leadership, and buyer relationships around their long-term objectives. Through our collaboration with FS Legal Solicitors, TalkAI Global, and a select group of trusted specialists, we have created a more connected and value-focused client experience.

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      Transparency Matters

      The Plot, our insight on "how to sell a company" gives our companies the inside information they need to consider big ventures while dealing with growth amidst uncertainty. We offer actionable insights and strategies drawn from real-world M&A experiences and business growth strategies. The Plot is dedicated to the memory of Julie Wilson, whose inspiration, resilience, and forward-thinking vision were instrumental in shaping its creation.

      Read M&A 2026
      Read What if Selling is the Wrong Move?
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      Steven A. McLean

      Principal
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      Deborah Dor

      Strategic Growth Partner
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      Ross Furby

      Commercial Advisor
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      Michael Ramsay

      Operating Partner & Chief AI Officer

      Partners Behind the Process

      Our team is diverse and can meet the evolving needs of modern business leaders. With backgrounds spanning entertainment, finance, real estate, recruitment, business consulting, and technology etc.  Our team combines strategic experience with a shared belief in founder-led value creation.

      As founders ourselves, our leaders-first philosophy is more than just positioning — it is our lived experience. We understand what it means to lead through inflection points, and we are passionate about helping founders navigate succession, complex transitions and value realisation, with confidence.