Summary

You have the opportunity to acquire a majority interest or full ownership in a well established, highly diversified SA financial services group.

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Background and History

Founded over nearly thirty years ago, this business has grown into a recognized national platform with a strong reputation across multiple complementary verticals. The group maintains a significant operational footprint including inter alia employee benefits, umbrella fund administration, private client wealth management, insurance advice, health care consulting and tailored financial wellness programs for employer groups.

The company complies with all the relevant legislation

The company delivers substantial recurring revenue streams with low capital expenditures requirements

Products and Services

Business lines include employee benefits and umbrella fund administration, private client wealth management, insurance advisory services, healtcare consulting, tailored financial wellness programs for employer groups. It holds all the necessary licences and very capable to advice institutional and individual clients

Employees

120

Financials and Forecasts

Turnover R180 million for 2025

NP (EBITDA) R25 million for 2025

Projections for 2026- Turnover R200 mill, NP (EBITDA) R40 million

The company manages about R8,5 billion in client assets, and overseeing a broader R42 billion assets under gatekeeping

Revenue composition is heavily weighted towards stable, predictable income, with the majority derived from its core financial services

Full information can be revealed to pre qualified interested parties

Reason for Sale

Negotiations will determine if it will be an outright sale of 100% shares (thus the owners will retire) or selling a % share of the business where the existing owners will still be involved