Seller Details:
Infinity Financial Consultants (“IFC”) is an Australian financial services firm that offers financial planning, accounting, lending and personal risk advice under a single multidisciplinary model. Like many mid-sized advice groups, it has benefited from industry consolidation pressures that are reshaping ownership structures across the sector.
Buyer Details:
Merchant Wealth Partners (“Merchant”) is the local Australian arm of New York-based Merchant Investment Management, a global investor known for backing founder-led wealth and advisory firms pursuing long-term acquisition strategies. Merchant provides life cycle growth capital and strategic guidance to independent financial services companies, particularly those focused on wealth and asset management. Merchant’s ecosystem comprises of more than 125 partner firms and financial services practices in six countries, collectively managing more than $300 billion in assets
Transaction Summary:
Merchant has secured a strategic minority investment in Brisbane-based multidisciplinary financial services firm, Infinity Financial Consultants as it positions itself to play a more active role in the consolidation of Australia’s wealth management, accounting and lending sectors.
The deal allows Merchant to take a non-controlling stake, provides Infinity Financial Consultants with access to permanent capital and transaction expertise as it looks to scale beyond its Queensland footprint through targeted mergers and acquisitions. The partnership is expected to support Infinity Financial Consultants’ ambitions to acquire culturally aligned advice, accounting and lending firms, expand into new regions and provide succession pathways for smaller practices seeking an alternative to trade sales or internal buyouts.