Findex appoints senior M&A role to boost brand awareness

International advice group Findex has a newly created senior role to spearhead its M&A and growth operations across Australia and New Zealand.

The firm announced the appointment of Brent Matuschka as head of strategy and transactions, a new position with a focus on accelerating the group’s growth strategy through mergers and acquisitions (M&A) and strategic initiatives.

Previously a non-executive director on Findex’s board, Matuschka will utilise his prior industry experience and inside knowledge of the group to lead a dedicated team focused on scaling the M&A program.

In this new position, Matuschka will be responsible for identifying and acquiring high-quality, strategically aligned accounting, business advisory and wealth management firms to boost the group’s service offerings across Australia and New Zealand.

In addition to his existing role in the group, he was also on the investment team for Mercury Capital Investments, which acquired a 40 per cent stake in Findex from KKR last year.

Speaking on the appointment, Findex co-chief executive Matt Games said he is pleased to see Matuschka step into this new position within the company, noting the significant impact he will be able to make in the newly formed position as the group works towards its growth aspirations.

“The creation of a dedicated leadership role to spearhead our M&A program clearly signals and reinforces to the market our ambitions for accelerated growth, and we are proactively looking to acquire the right kind of businesses and talent to be part of Findex’s future,” Games said.

“Brent has a strong track record for identifying these potential partners and his deep experience in strategy and M&A, makes him the ideal person to lead Findex into our next phase of expansion which is underpinned by our commitment to delivering exceptional value and industry leading advice to our nearly 250,000 clients and partners across ANZ.”

He added: “Brent has a deep knowledge of what drives success at Findex, and this is another step forward in our partnership with Mercury Capital.”

Having had prior experience with Findex through both his position on the board and at Mercury, Matuschka said he brings a “unique viewpoint of diligence” to the role, along with a thorough understanding of what the board needs and how Findex operates that should allow him to hit the ground running.

“This doesn’t feel like a new job – it feels like working with people I know and trust towards ambitions we’re all collectively passionate about,” Matuschka said.

“My goal is to make Findex a household name and trusted financial services partner for individuals and SMEs. Australian and Kiwi business owners recognise a need for an integrated business and personal wealth management model to ensure financial resilience amid a challenging economic backdrop alongside the ability and option to scale – and this is what Findex offers.

“Through our M&A program, we want to bring onboard like-minded businesses who can truly partner with Aussie and Kiwi SMEs across metro and regional areas and are committed to working with clients throughout their entire financial life cycle.”