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Acquisition & Succession Solutions
Equity Partners
DKN shares equity partnerships with a number of successful wealth management practices nationally. For practices wishing to undertake a partial sale of their business or implement an internal succession arrangement, DKN may participate as a minority equity partner. A key to the success of this offer is that with DKN as a minority equity partner, principals within the practice are still able to retain the flexibility to run their own business model whilst accessing equity through the relationship.
DKN aims to secure minority equity positions (hubs) in practices that are profitabile and have resources underpinning strong organic growth and that are in the position to acquire other financial services firms. These hubs, through organic and acquisition growth strategies, will become significant and highly profitable wealth management practices. This strategy provides an acquisition or succession solution to wealth management practices of all sizes, while keeping the control and core equity in the hands of advisers.
DKN continues to receive enquiries from businesses who are seeking a new equity participant.
For further information or to enquire about how we can assist you with your plans, please complete the form below or contact Rachael Dunne, Executive Director, Acquisition & Succession on 03 9667 0703.
Please find below a series of reference documents outlining DKN's equity participation experience.