Findex accelerates its M&A program with the creation and appointment of a Head of Strategy & Transactions
Findex, Australia and New Zealand’s leading provider of integrated financial services, reinforces its commitment to a phase of hyper-growth with the creation of a new role – Head of Strategy and Transactions, focused on accelerating the group’s growth ambitions through Mergers & Acquisitions (M&A) and strategic initiatives. Proven M&A operator and former Investment Manager at Mercury Capital, Brent Matuschka, has been appointed to this pivotal position and will help spearhead the organisation’s M&A and strategic growth initiatives.
Building on Findex’s proven track record in the M&A space, Brent will lead a dedicated team focused on scaling the M&A program. His remit will encompass identifying and acquiring strategically aligned accounting, business advisory and wealth management firms to further strengthen Findex’s ability to provide best-in-class service to its growing customer base of Aussies and Kiwis and the businesses they run.
On the appointment, Findex Co-CEO Matt Games says, “We are thrilled to welcome Brent to the Findex leadership team, having worked closely with him over the last few years in his capacity as Non-Executive Director of the Findex Board. Brent has a deep knowledge of what drives success at Findex, and this is another step forward in our partnership with Mercury Capital.”
“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.”
“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.”
With almost 15 years of experience across private equity, corporate strategy, investment banking and nurturing operational success in high-growth environments, which included working as Chief Strategy Officer for MessageMedia in Mercury Capital’s $1.7bn exit to Sinch in 2021. Brent brings a unique and in-depth understanding of Findex from his role on the Findex Board and at Mercury Capital which acquired a 40% stake of Findex from KKR last year. In this role, he will apply a global outlook to drive value creation for Australian and New Zealand SMEs.
“It’s a privilege to join Findex at such an exciting time. My connection with Mercury Capital allows me the unique viewpoint of diligence and a strong insight into what the board needs, while also having a rich knowledge of how Findex operates. 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,” says Brent.
“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 amidst 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.”
He describes his new team as operating like a special services force. Their task – to partner with the accounting and wealth firms who are already working with local businesses and giving them the competitive edge of equipping them with access to Findex’s digital workflows, the 2,700-strong team of experts, and ultimately help them unlock new opportunities through technology and innovation.
Within this, he sees a critical role for AI to reshape the future of professional services. Brent notes that AI can be transformative, freeing up teams to focus on high-value, advisory work and relationship building, while ensuring compliance is handled efficiently. Findex remains uniquely positioned to help SMEs navigate this change, as its scale and resources allow it to invest in cutting-edge solutions that smaller firms can’t access on their own.
