Case Study

$5M Advice Firm Roll-Up Financing

Leveraged buyout of four financial planning practices with $250M+ of funds under advice.

Actum supported the business in presenting consolidated financials and arranged tailored bank debt for the roll-up transaction.
Date
Q2 2022
Sector
Corporate acquisitions
Finance
Acquisition funding

“Without Actum’s support, this project would have a significantly worse commercial outcome. Their ability to understand the lender landscape, negotiate market leading terms and structure conditions around our constraints was outstanding.”
Melbourne
Private Developer

Similar transactions.

$75.5M Industrial Development Finance
Senior facility arranged for a mixed-use industrial development in Melbourne's south-east
Read case study
long-arrow-right
Management Buyout of ASX Listed Insurer
Financing of the acquisition of the residual shares in a professional services firm
Read case study
long-arrow-right
$2.7M Refinance Facility
Refinance facility secured against two residential properties in Camberwell and Blairgowrie, VIC.
Read case study
long-arrow-right

Delivering complex development finance with confidence

Name
Email
Phone
Company
Area(s) of interest (optional):
Message
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Solutions
Actum AdvisoryActum Capital PartnersInsights by ActumCase Studies
Resources
News and UpdatesArticles
ABout Us
Our StoryContact Us
Privacy Policy
Actum Advisory Pty Ltd (91 633 002 187) is an authorised Credit Representative (CR 526374) of National Mortgage Brokers Pty Ltd (ACN 093 874 376 / Australian Credit Licence 391209).