Crowe advises NFP on acquisition of Simon Shirley Advisors

Crowe advises NFP on acquisition of Simon Shirley Advisors

Crowe advises NFP on acquisition of Simon Shirley Advisors

Crowe was pleased to advise NFP, a leading property and casualty broker, benefits consultant, wealth manager and retirement advisor, on their recent acquisition of financial advisor Simon Shirley Advisors Limited (SSA).

Based in Dublin, SSA is a boutique financial advisor firm, led by founder and CEO Simon Shirley. It advises domestic companies and multinational businesses on all aspects of employee benefits and pensions, while supporting individuals with personalised solutions to meet their retirement, savings, investments and family protection needs.

This is NFP’s fourth acquisition in the Irish market over the past two years, having previously acquired HMP Insurance and Pensions Advisors, Aiken Insurance Limited and ReSure Corporate Brokers (both Aiden & ReSure transactions supported by Crowe).

Matt Pawley, managing director, UK and Ireland, for NFP commented, “As the Irish economy continues to flourish, we see the employee benefits and wealth management sectors providing a large growth opportunity.”

The entire SSA team is joining NFP, while Simon Shirley is taking the lead role in building NFP’s wealth management business in Ireland. “NFP is the perfect partner for us. This acquisition is based around existing symmetries in the businesses where growth is the primary driver,” said Shirley. “By integrating with NFP, we will have even more resources and support to serve clients, grow our business and invest in our employees. It is an exciting next step for Simon Shirley Advisors and our like-minded partner, NFP.”

Crowe provided NFP with tax due diligence on the transaction.

Our corporate finance team has a wealth of experience advising clients on M&A transactions across a broad range of sectors both domestically and internationally and are available to assist with any projects you may be considering.

If you are considering the sale or purchase of a business, we can help you maximise your investment. Talk to our corporate finance team today.

Contact us:

Naoise Cosgrove, Managing partner - Crowe Ireland
Naoise Cosgrove    
Managing Partner
Corporate Finance
Cormac Doyle Crowe Ireland Tax Partner
Cormac Doyle
Partner, Tax
Brian Geraghty, Partner, Audit - Crowe Ireland
Brian Geraghty
Partner, Audit
Gerard O'Reilly, Partner, Audit - Crowe Ireland
Gerard O'Reilly  
Partner, Audit