Centrepoint Alliance buys 51% of SEQ Advice at 7.2x EBITDA
What's the deal? Centrepoint AllianceDealroom has a profile for this one. Try Dealroom → (ASX:CAF) has signed binding documents to acquire a 51% controlling stake in Queensland financial advice firm SEQ Advice GroupDealroom has a profile for this one. Try Dealroom →. The deal runs on a total valuation of 7.2x agreed maintainable EBITDA across initial and future tranches, with completion set for September 1.
The terms: Completion requires a $0.5 million cash payment, offset against a deferred balance due in September 2027. Signed call option deeds allow Centrepoint Alliance to eventually raise its stake to 75%.
What's the endgame? The initial 51% stake derives roughly $0.6 million of attributable annualised EBITDA, based on SEQ Advice Group's estimated FY27 maintainable EBITDA of $1.2 million. The move fits Centrepoint Alliance's strategy of lifting direct earnings by investing in established Australian wealth management and advice businesses.
By the numbers: Centrepoint Alliance recently posted $12.3 million in normalised EBITDA for FY26. Its shares were unchanged at $0.37 after the announcement.
The signal: Continuing advisers keep the remaining 25% to maintain long-term alignment — a structure that hands Centrepoint Alliance control while tying founders to future performance, a common template for consolidation in Australia's fragmented advice market.
Read more: grafa.com
Image credit: AdaMacey