Count takes 20% stake in Tailored, eyes bigger slice via consolidation
What's the deal? Advice licensee CountDealroom has a profile for this one. Try Dealroom → has completed a cornerstone investment in Tailored Lifetime SolutionsDealroom has a profile for this one. Try Dealroom →, taking a 20% stake in the Victorian and Tasmanian advice firm. As part of the transaction, flagged in May 2026, Tailored also acquired the financial planning clients of another Count-licensed firm.
Who is Tailored? Led by managing partner and senior financial planner David Kelsey, the firm generates a combined $6 million in revenue across its two locations. Count described it as "a leading firm recognised for its high-quality advice offering, disciplined operating model and a strong compliance and governance track record".
What's the endgame? Count expects to increase its stake through ongoing network consolidation, positioning the firm as a growth platform. The deal enhances wealth revenue within Count's equity partnership segment.
Why now? Chief executive Hugh Humphrey has said equity partnerships are one of three M&A pathways Count is pursuing, alongside tuck-in acquisitions and transformative investments. "An area of strategic interest is around employed financial planners in and around our equity partnership model so expect to see future activity in that space," he said at the firm's half-year results in February 2026.
The bigger picture: The Tailored deal follows Count's $72 million acquisition of Oracle Group, covering Oracle Advisory GroupDealroom has a profile for this one. Try Dealroom →, Oracle Accounting Australia, and Oracle Investment Management. Both moves point to a licensee expanding its footprint across the financial advice market.
The signal: Count is building a scaled, integrated wealth and accounting platform through steady consolidation. "Count continues to pursue a number of high-quality equity partnerships with advisory firms like Tailored," the company said, targeting what it calls the fast-growing wealth segment.
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