- Actum Advisory assisted a boutique financial planning dealer group to develop and execute an M&A strategy, acquiring $200m+ in funds under advice via the rollup of several independent practices
- The acquisitions were funded via a mix of cash equity, vendor terms and the balance sheet strength of the acquired practices. Actum’s role was to assist with developing a long term financing structure that would enable the firm to continually acquire & integrate new businesses, while minimising cash equity contribution.
- The initial consolidation of practices completed in March of 2022, with several new acquisitions having been funded since. The debt funding was sourced from a 2nd tier domestic bank.