Ataraxia are delighted to have been able to assist this broker with their unique succession issue. Ian Styles was the Proprietor of this strong Independent broker, and was looking to make plans for his own retirement. However, all the usual market options for selling his business ultimately meant losing control, and therefore the destiny of his loyal staff and clients would be unknown.
Ian was keen to hand over his business to Charlie Hicks, who had been his right-hand man for several years. Our unique method of raising capital, along with our expertise in re-engineering shareholdings, has made this possible. A fantastic outcome for all!