Practice Growth
M&A insights for Australian financial advice practices, covering buying, merging, valuing, and selling advice businesses.
Ironbark lands $255.9 million from Merchant Wealth Partners to continue its growth
Merchant Wealth Partners is making its largest investment outside the US, offering growth capital and capability to Ironbark Financial Group, one of...
While others step back, Integro and Coastline build for risk
Most practices kept their risk advice licence and quietly stopped using it. Integro Private Wealth is moving the other way, merging with Coastline Private...
The client isn’t in the room, but the ethics are
A financial advice practice sale is more than a commercial exercise. Without genuine cultural alignment and thorough due diligence, no earn-out or transition...
Ten cultural risks advisers underestimate during a merger
Understanding why financial advice mergers fail almost always leads back to culture, not financials. These ten risks cover the human dimensions of mergers that...
Valuation drivers: what buyers actually pay for in an advice business
Buyers pay for certainty, valuing advice practices with predictable revenue, loyal client relationships, strong operations and clear strategic fit, because...
Merchant takes minority stake in Infinity as advice M&A accelerates
US-backed Merchant’s minority investment in Infinity highlights why well-governed advice businesses are attracting strategic capital as consolidation,...
Evergreen and Ascalon: Purchase or pivot point?
Investment consultancy Ascalon Capital will absorb research and ratings firm Evergreen Consultants, with the principals keen for the transaction to be seen as...
Integration the secret to unlocking the full potential of mergers and acquisitions
Growing their practices through M&A has many attractions for advice firms, but integration of the additional entity has to be thought-through carefully, writes...
Levera filling the missing link for Tasmanian advice firm
Melbourne-based Link Wealth Group has acquired its fourth advice practice, buying a majority stake in Hobart-based full-service financial advisory firm, Sky...
Lower mid-market PE leaders canvas financial advice investment avenues
Two big factors make the case for investment in a financial advice business – or one that supports the industry – compelling, the Brisbane-based PE...
Adviser Charlie Viola leads Pitcher Partners buyout to set up new HNW wealth firm
After 21 years building up Pitcher Partners' wealth management division into a $3.6 billion powerhouse, the high-profile adviser will break from the firm to...