Understanding your business
and strategic objectives
No two businesses are exactly the same, so we take time to get to know you and your firm – not just the balance sheet.
Validating suitors
or acquisition targets
You only want to sell your business once – there are no second chances – so identifying the optimal buyer is critical.
The best combination of price,
deal structure and cultural fit
We strive to understand every aspect of a deal to achieve best results for a diverse range of buyers and sellers.
Maximising value
in an earn-out
The best deal makers know that
success is more than just about
negotiating the best price.
About Wealth Holdings
Wealth Holdings is a well-resourced and specialist M&A business that has built its expertise from coal face experience both within and outside Financial Services. We see the client’s success as our success, therefore we build a medium-to-long term relationship and will invest considerable resources and time to fully understand our clients requirements.
Find out moreWhy Choose Wealth Holdings
Unconflicted Advice
We are an independent business and will therefore, always establish that our engagement/advice is unconflicted.
Years of Experience
We often act as an advisor or NED to a Board of Directors, or as a sounding board on specific strategic projects.
Aligned with Your Success
Our preferred fee structure often has an emphasis on aligned success and performance.
Broad Network
We have a network of industry-leading specialists and business interests that can be leveraged to benefit a client engagement.
News & Insights

Why working with a trusted adviser really matters-Part 2
In this second article in a two-part Q&A series with IFA Magazine’s Brandon Russell, Keith Brown, Chief Executive of Wealth Holdings, discusses...

The Final Countdown: IFAM’s June edition is live
Welcome to the June edition of IFA Magazine. As regular readers are probably aware, your friendly Editor is rather partial to a song title for this column.

Why working with a trusted adviser really matters-Part 1
In this two-part Q&A with IFA Magazine’s Brandon Russell, Keith Brown, Chief Executive of Wealth Holdings, talks to us about how business is conducted as a mergers and acquisitions brokerage...