Leading mid-tier accounting and advisory firm William Buck has today announced a merger with Melbourne’s BR Wellington, advancing William Buck’s growth aspirations and enhancing its service offering to Melbourne clients.
This 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 13 September 2021, the merger will bring together the strong client base and relationship-driven teams of boutique firm BR Wellington and William Buck, 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. 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,” said Mr Brennan.
“We feel that clients of both firms will now have access to an expanded team of advisers to realise their business and financial goals.”
He 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, 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. 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,” said Mr Chahin.
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.
About William Buck
William Buck is a fully integrated firm of accountants and advisors with over 100 directors and 900 professional staff across Australia and New Zealand.
With a strong focus on the middle market, William Buck offers 360-degree support with advisers working together to achieve the best results for clients across Tax, Business Advisory, Wealth Advisory, Corporate Advisory, Audit & Assurance and Restructuring & Insolvency.
As a member of Praxity Alliance, the world’s largest and fastest growing alliance of independent accounting firms, William Buck is supported by an extensive global network, with access to more than 51,000 professionals in over 110 countries.
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Ph: 0477 010 730 or 02 8263 4000