AMTIL corporate partner William Buck has announced a merger with Melbourne’s BR Wellington, advancing the accounting and advisory firm’s growth aspirations and enhancing its service offering to Melbourne clients.
The merger is the sixth for William Buck since 2019 as the firm continues a growth trajectory that’s achieved both organically and through strategic equity partnerships and merger opportunities. Effective since 13 September, the merger brings together the strong client base and relationship-driven team of boutique firm BR Wellington with William Buck’s deep resources and 125-year history.
BR Wellington is a dynamic firm with a demonstrated history of winning sophisticated small-to-medium business owner clients in their growth phase. This aligns with William Buck’s vision of being the leading advisory firm to mid-market clients. Neil Brennan, Director, William Buck said the firms are an obvious fit as they share the same value proposition of providing exceptional client services and building lasting relationships.
“Like with each of our past mergers, this decision was designed to create an environment where we can improve on our delivery of superior client experiences,” said Brennan. “The addition of BR Wellington’s expertise enables us to provide increased value and choice for our clients while building new long-term relationships based on trust. We feel that clients of both firms will now have access to an expanded team of advisers to realise their business and financial goals.”
Brennan added that merging with BR Wellington will strengthen William Buck’s offering to Victorian clients that operate in property or are looking to tap into the sector: “The new partnership will expand our team of property industry specialists, with BR Wellington having developed deep contacts in the Melbourne property space over its 27-year history.”
Joseph Chahin, Managing Director of BR Wellington, said joining forces with William Buck will give the firm’s established client base immediate access to in-house, highly skilled and experienced professionals offering services including Wealth Advisory, Corporate Advisory, Tax Services and Audit and Assurance.
“Our vision has always been to lead the way and create opportunities,” said Chahin. “We feel this merger pays respect to our vision by providing us the platform to expand on our existing services and empowering us to broaden our expertise to better service our clients’ business, and now personal wealth, needs.”
All BR Wellington employees will relocate to William Buck’s Melbourne office at 181 William Street, with BR Wellington re-branded as part of William Buck Australia and New Zealand.