FINANCIAL SERVICES M&A DEAL SOURCING

Find acquisition targets across the regulated financial services market

Discover FCA-regulated firms that match your investment thesis, map fragmented sectors and build target lists for platform deals, bolt-ons and roll-ups across advice, wealth, mortgages, insurance and payments.

  • Source targets by permission, firm type and geography
  • Map appointed representative and principal firm networks
  • Shortlist using regulatory status, activities and structure
  • Monitor authorisations and market changes that surface new deals
DEAL TARGETS · LIVEFCA · COMPANIES HOUSE · FILINGS
Founder-led IFAs · succession signals · AUM £100M-£500M
184 targets ↵
FirmProfileSignalFit
Northline AdviceIFA · founder-ledSuccessionHigh
Cedar WealthAuthorisedAccounts filedHigh
Marshfield FinanceAR networkAR movementMed
Harbour PlanningWealth mgrNew controllerHigh
1,742
mapped firms
96
new signals
41
priority targets
THE PROBLEM

Why deal sourcing in regulated financial services is difficult

Regulated financial services is fragmented, relationship-heavy and structurally complex. The data exists, but it was never built for origination - so teams default to known names, manual maps and research that goes stale before outreach begins.

Fragmented long-tail markets

Thousands of authorised firms sit across advice, wealth, mortgages, insurance and payments with no single commercial map of the landscape.

Pipeline bias to known names

The FCA Register helps you verify a firm you already have - not discover the bolt-ons and platform targets hiding in the long tail.

Intermediary complexity

Appointed representative and principal relationships are hard to untangle without specialist regulatory context.

Regulatory shape matters early

Permissions, statuses and activities define what a firm can do - but they are difficult to filter on for initial screening.

Research goes stale quickly

Target lists and market maps drift out of date as firms authorise, change permissions or move between networks.

Generic data lacks context

Standard company databases do not understand FCA permissions, AR structures or how regulated firms actually operate.

How teams use Distos

How M&A and private equity teams use Distos

Not features - the jobs deal teams use Distos to do, from mapping a sector to keeping target universes current.

CAPABILITY-01 · Target discovery

Find regulated acquisition targets beyond your existing pipeline

M&A and PE teams need net-new names, not another pass over the same advisers and wealth managers everyone already knows.

  • Search by activity, permission, status, location, structure and niche.
  • Surface firms the public Register cannot segment or discover on its own.
  • Build target lists for platform deals, bolt-ons and sector roll-ups.
Targets · 1,742 firmsLive
Founder-led IFAs · AUM £100M-£500M · succession signals
Northline Advice974 220ARSuccession
Cedar Wealth311 884AuthorisedFiling
Marshfield Finance201 552ARNetwork +
Harbour Planning418 097AuthorisedController
CAPABILITY-02 · Market mapping

Map fragmented FCA-regulated sectors

Turn broad market theses into defined firm populations you can size, segment and prioritise.

  • Map advisers, wealth managers, brokers, AR networks and other regulated categories.
  • Resolve principal and appointed representative relationships.
  • Segment long-tail markets into practical target universes.
Market map · 5 filtersAND/OR
Firm typeisIFA×
AND
PermissionisAdvising investments×
AND
RegionisNorth West×
AND
OwnershipisFounder-led×
AND
NetworkisAR or principal×
—— 184 targets matchSave map ↵
CAPABILITY-03 · Shortlisting

Shortlist targets using permissions and firm profiles

Use regulatory permissions, statuses and activities as practical filters for origination and early diligence.

  • Combine FCA data with Companies House and other enrichment signals.
  • Prioritise firms that fit commercial, geographic and regulatory criteria.
  • Export and monitor the names that matter to your thesis.

Northline Advice

Target fit
FRN
974 220
ARs
8
AUM
£180M
Fit
High
PERMISSIONSAdvising investments · pensionsFCA
OWNERSHIPFounder-led · 2 directorsCH + AI
SIGNALSuccession language detectedAI
LAST CHANGEAccounts filed · 18 MayLIVE
CAPABILITY-04 · Deal signals

Monitor register changes that shape deal origination

Keep acquisition research live as authorisations, networks and firm structures shift across the market.

  • Track new authorisations and permission changes that open new themes.
  • Follow appointed representative and principal firm movements.
  • Set alerts so target universes refresh as the market moves.

Watchlists & signals

4 active
TARGETS
348
FRESH
< 1h
OUTPUTS
CRM · CSV
Founder-led IFAs · North West184Live
Wealth managers · succession96Synced
AR network movements · 30d41CSV
Bolt-on shortlist · Q327CSV
WHAT WE DO

From raw market signals to live commercial intelligence.

Distos ingests, resolves, enriches, and monitors the regulated financial services market — the engine that sits between public data and the workflows it unlocks.

Companies House
FCA Register
Firm websites
Social media
Public filings
News & announcements
DISTOS INTELLIGENCE LAYER
Understand
Classify firmsMap relationshipsVerify regulated status
Enrich
Crawl websitesDetect technologiesBuild profiles
Monitor
Track market changesSurface signalsIdentify movement
UNKNOWNUNDERSTOOD
Search & segmentation
Natural language search
Advanced filtering
Firm type categorisation
Watchlists
Saved firms
Dynamic lists
Account tracking
Monitoring & alerts
New firm alerts
Firm updates
Permission changes
Research & exports
Company profiles
Intelligence summaries
CSV export
WHO IT'S FOR

Used by teams across regulated financial services

Private equity

Source platform and bolt-on targets, map sectors and monitor thesis-fit firms across regulated markets.

Corporate development

Build strategic acquisition pipelines with regulatory context on permissions, structure and market position.

M&A advisers & brokers

Identify sell-side and buy-side opportunities with richer firm intelligence than the public Register alone.

Consolidators & roll-ups

Find advisers, IFAs and niche firms that fit your consolidation model and track new entrants in your patch.

WHY DISTOS

Why generic B2B data doesn't work in regulated financial services

Standard databases treat regulated firms like any other company. But financial services runs on permissions, regulated individuals and intermediary relationships that generic providers simply don't capture.

Generic data providers
  • No regulatory context - permissions, statuses and regulated activities are missing.
  • Blind to appointed representative and principal firm relationships.
  • Static snapshots that go stale as the market moves.
  • Can't segment by the things that actually define a regulated firm.
Distos
  • FCA-linked intelligence built around permissions, statuses and activities.
  • Maps appointed representatives, principals and intermediary structures.
  • Monitored and refreshed as firms, people and relationships change.
  • Specialist segmentation made for regulated financial services markets.
  • Enriched data from multiple sources.
AI enrichmentCompanies House integrationCSV exportEvery personM&A signal detectionEvery companyAI enrichmentCompanies House integrationCSV exportEvery personM&A signal detectionEvery companyAI enrichmentCompanies House integrationCSV exportEvery personM&A signal detectionEvery companyAI enrichmentCompanies House integrationCSV exportEvery personM&A signal detectionEvery company
Natural language searchWatchlistsICP targetingSmart segmentationLive firm intelligenceReal time alertingNatural language searchWatchlistsICP targetingSmart segmentationLive firm intelligenceReal time alertingNatural language searchWatchlistsICP targetingSmart segmentationLive firm intelligenceReal time alertingNatural language searchWatchlistsICP targetingSmart segmentationLive firm intelligenceReal time alerting
FAQ

Frequently asked questions

Everything you need to know about using Distos for financial services M&A deal sourcing, private equity market mapping and bolt-on acquisition research.

Yes. Distos helps M&A, private equity and corporate development teams discover, segment and prioritise FCA-regulated firms using enriched FCA Register data.

The public FCA Register is for looking up firms you already know by firm name, FRN, individual or trading name. You cannot discover firms based on criteria using the FCA Register. Distos is built for discovery, market mapping and acquisition target research.

Yes. Distos can help identify FCA-regulated firms that match a platform strategy, sector focus, permission profile, geography or other bolt-on acquisition criteria.

Yes. Distos turns regulatory permissions, statuses and activities into practical filters that can support initial target screening and M&A research.

Yes. Distos helps identify appointed representatives, principal firms and related network relationships that may matter for financial services market mapping.

Yes. Distos helps build defined market maps of FCA-regulated firms across niches such as advisers, wealth managers, brokers, appointed representatives and other regulated categories.

Yes. Distos supports workflows for creating structured lists that can be used for acquisition research, outreach planning, CRM enrichment and internal market mapping.

This solution is built for private equity investors, M&A advisers, corporate development teams, search funds, consolidators and strategy teams researching regulated financial services markets for M&A, acquisition and bolt-on opportunities.

Yes. Distos allows you to target IFA and wealth management firms specifically and set up alerts for new firms that meet your criteria. Distos enables you to segment companies by permissions and focus area. So if you are a PE consolidator looking for the next IFA firm to join your platform, Distos can help you source the targets.

Stop searching the market.
Start understanding it.

A 30-minute demo is enough to see where Distos fits in your workflow. Bring a target, a watchlist idea, or a question about the market.