Represented by McAlistair Capital
My client is a large Multi Family Office who decided to enter the wealth management sector in order to capture the unique opportunities presented by the growing adviser shortage.
“Ultimately, we see upward pressure on Financial Services valuations spurred by the growing adviser shortage and we see significant organic growth potential for the sector. Our objective is to acquire and grow a nation-wide Adviser footprint over the next 5 years with quality advice practices to capture this opportunity.”
COMPLETED TRANSACTIONS
- Sydney-based boutique HNW Wealth Manager – Share Sale – Valuation of 1M
- New South Wales HNW Private Wealth Manager – Share Sale – Valuation of +$8M
- Melbourne-based Financial Planning Group – Share Sale – Valuation $1.9M
- Rural New South Wales – Convertible Note – Valuation – $550k
Current Group: 4.5M RR, FUM 500M
SCHEDULED TRANSACTIONS in 2024
- QLD – Share Sale
- QLD – Asset Sale
- Illawarra Coast Diversified Financial Services Group – Share Sale
- TBC – Share Sale
Current Projected Year 1 Group: 7M RR, FUM 900M
Preferred acquisition target
- Business Size: 200k – 5M recurring revenue
- Super and Investment – sophisticated investors preferred
- Valuation range 2.5x – 3.5x recurring revenue
WE ARE TRANSITIONING TO THE NEXT PHASE OF ACQUISITIONS – WIDENING OUR SCOPE TO INCLUDE ASSET SALES
IF YOU ARE LOOKING TO SELL, MERGE OR GROW PLEASE EMAIL MICHAEL@MCALISTAIRCAPITAL.COM REQUESTING NON-DISCLOSURE AGREEMENT AND INTRODUCTION
OR CALL 0408 137 772
KnowledgeMaster has worked successfully in connecting potential partners to McAlistair Capital and our clients – we look forward to building on this successful relationship in the coming months.