Merchant Australia

"inorganic growth strategies are set to double in the year ahead..." As a means of firm growth, M&A can be a faster and more efficient path to expanding a business, compared than with organic alone. At Merchant we are not an aggregator, but a growth accelerator. Our capital is not just financial capital but ‘consultative capital’. If you seek a consultative growth partner, along with guidance and assistance, reach out.

There are many M&A models in professional services and wealth management and not all are suited for every situation. “Some work, some have flaws – if it doesn’t make logical sense, don’t do it, David Haintz AM says "The parties that you walk away from for the right reasons are as important as those you merge with or acquire [or partner with].” #wealthmanagement #businessgrowth #equity #financialadvisory #scalingbusiness

Merchant's approach prioritises #partnership empowerment. As an operating company, we're afforded the ability to be responsibly creative and give more money to our partners so they can deploy it with our know-how attached. #wealthmanagement #businessgrowth #equity #financialadvisory #scalingbusiness

In this article we explore the intricate relationship between M&A pricing multiples and associated terms, along with why understanding this relationship is crucial for parties aiming to optimize their M&A outcomes. #wealthmanagement #businessgrowth #equity #financialadvisory #scalingbusiness

Reasons private markets are attracted to wealth management firms:- 1. Highly regulated industry 2. Minimal capex outlay 3. Dependable recurring revenue 4. High client retention rates 5. Profitable with strong margins 6. Strong cashflows / high dividend payout ratios 7. Scalable 8. Tail winds – markets, intergeneration wealth, & 9. Superannuation (Australia) But what about you and your firm – what are you looking for in an equity partner? Our experience is - growth - the ability to add value and help your firm to grow at a higher cadence than without the partnership, or - minority non-controlling positions so as not to turn entrepreneurs into employees. And be clear what problem you are trying to solve for. It could be:- 1. primary expansion capital 2. having an experienced strategic capital partner with IP and to assist with M&A 3. assisting with a Value Creation Plan (VCP) – appropriate debt leverage, and multiple expansion 4. succession planning – liquidity, and 1st gen, 2nd gen, 3rd gen funding 5. shareholder monetization – liquidity as required 6. enhanced growth – assistance with M&A identification and execution, or 7. access to a Global ecosystem and community – to name a few common challenges. #wealthmanagement #businessgrowth #equity #financialadvisory #scalingbusiness

The ‘Rule of 40’ is a simple framework that balances revenue growth verses profit margins. David Haintz AM explains how the ‘Rule of 40’ is a solid way to think about the mix between growth and profitability within your business. Growth should not just be a goal – it’s a necessity. #wealthmanagement #businessgrowth #equity #financialadvisory #scalingbusiness

David Haintz AM joined Colonial First State's ‘Striking Deals’ conversation to discuss the important factors relating to M&A when scaling advice practices. With many advisers turning towards M&A as a growth strategy, David highlighted the importance of not just having the willingness, but the desire, ability, and capacity to execute the strategy effectively. Thank you to Michael Baquie, the CFS team and those that attended it was fantastic to be part of the conversation. #wealthmanagement #businessgrowth #equity #financialadvisory #scalingbusiness

As a means of firm growth, M&A can be a faster and more efficient path to business growth, compared with organic growth alone.   At Merchant our capital is not just financial capital but 'consultative capital'. We truly align, partner, and work closely with a select number of entrepreneurial firms focused on growth. The result, unsurprisingly, is significant well above market, growth rates. We are not an aggregator, but a growth accelerator. We actively work with our partner firms to help turbo growth from $10m-20m valuations to a $50m-100m plus valuation. And that's not for everyone. And it's not just a willingness and desire to do it, it's an ability and capacity to do it. #wealthmanagement #businessgrowth #equity #financialadvisory #scalingbusiness