You have2 free articles left this month.
Register for a free account to access unlimited free content.
You have 2 free articles left this month.
Register for a free account to access unlimited free content.

Lawyers Weekly - legal news for Australian lawyers

Powered by MOMENTUM MEDIA
lawyers weekly logo

Powered by MOMENTUM MEDIA

Goodbye job applications, hello dream career
Seize control of your career and design the future you deserve with LW career

Quadrant joins forces to make acquisition of wealth and advisory firms

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

user iconMelissa Coade 20 September 2017 Big Law
Team
expand image

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

Tags
Comments (0)
    Avatar
    Attach images by dragging & dropping or by selecting them.
    The maximum file size for uploads is MB. Only files are allowed.
     
    The maximum number of 3 allowed files to upload has been reached. If you want to upload more files you have to delete one of the existing uploaded files first.
    The maximum number of 3 allowed files to upload has been reached. If you want to upload more files you have to delete one of the existing uploaded files first.
    Posting as
    You need to be a member to post comments. Become a member for free today!