MyWealthManagement Expands with Four Acquisitions by 2025

Deal News | Jun 09, 2025 | EIN

MyWealthManagement Expands with Four Acquisitions by 2025

MyWealthManagement Group, a provider of mortgage brokerage and financial advisory services, plans significant expansion through acquisitions and recruitment aiming for a workforce of 300 by 2030. Currently, with 24 employees, the Group plans to grow to 80 staff by the end of 2025 and expand its office presence to six locations across four counties in Ireland. The company recently acquired Axiom Private Clients and has appointed key figures from renowned firms such as Mercer and EY to senior leadership roles. Mark Ryan, Joey Sheahan, and others are part of the strategic team spearheading this growth. With four further acquisitions slated for 2025, MyWealthManagement has allocated €10 million towards buying long-established brokerages facing compliance and administrative challenges, offering them a chance to merge and benefit from the Group's synergy. This approach not only aims at scaling operational capabilities but also seeks to facilitate the transition for traditional brokers in the evolving financial landscape.

Sectors

  • Financial Services
  • Mergers and Acquisitions

Geography

  • Ireland – The operations and future expansion plans of MyWealthManagement are centered around various locations within Ireland.

Industry

  • Financial Services – The article focuses on MyWealthManagement's expansion within the financial services sector, particularly through acquisitions in mortgage brokerage and wealth management.
  • Mergers and Acquisitions – The article discusses MyWealthManagement's strategic plans for growth through mergers and acquisitions in the financial advisory and brokerage sector.

Financials

  • €10 million – Allocated budget for MyWealthManagement's acquisition strategy in 2025.

Participants

NameRoleTypeDescription
MyWealthManagement GroupTarget CompanyCompanyAn Irish mortgage broker and financial advisor planning significant expansion through acquisitions.
MyCapital Investment Holdings LtdParent CompanyCompanyParent company of MyWealthManagement, overseeing its strategic growth initiatives.
Axiom Private ClientsAcquired CompanyCompanyRecently acquired by MyWealthManagement as part of its expansion strategy.
Thomas RocheDirector of Private EquityPersonNewly appointed director at MyWealthManagement, formerly associated with Axiom Private Clients.
Mark RyanSenior LeadershipPersonFormer Head of Wealth at Mercer, now part of MyWealthManagement's leadership team.
Joey SheahanSenior LeadershipPersonFounder of MyMortgages.ie, author, and key leader at MyWealthManagement.
Stephen ODriscollSenior LeadershipPersonPart of MyWealthManagement's senior team, formerly of Bank of Ireland.
John HigginsChair and Independent Non-Executive DirectorPersonFormer EY regional Managing Partner now overseeing governance at MyWealthManagement.