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Quadrant joins forces to make acquisition of wealth and advisory firms

Quadrant joins forces to make acquisition of wealth and advisory firms

Team

Private equity group Quadrant has teamed up with with Yorkway Capital Partners to invest in a combined wealth and advisory firm.

Firms: King & Wood Mallesons (Quadrant Private Equity; Yorkway Capital Partners); Undisclosed (Fitzpatricks Private Wealth and Retirement Victoria)

Deal: Quadrant Private Equity (Quadrant) and Yorkway Capital Partners (Yorkway) have formed the Fitzpatricks Group, following the acquisition of Retirement Victoria.

Value: Undisclosed

Area: M&A

Key players: The KWM team advising Quadrant was led by partner Mark McNamara (pictured), senior associate Anthony Boogert and solicitor John Arthur.

The group was assisted by Karen Chen, Jason Byrne, Liz Hundt-Russell, Joe Power and Tim Sherman.

Deal significance:

Fitzpatricks Private Wealth is an independent national advisory and wealth management firm. The firm has been acquired by Quadrant and Yorkway, which are combining the firm with another recent acquisition Retirement Victoria.

KWM lead partner Mark McNamara said that the combination “will no doubt see the firm on a sound growth path over the next few years as banks and other institutions reassess their continued participation in the financial advice part of the market.”

Pictured: KWM partner Mark McNamara

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