TA Associates has signed a strategic investment agreement with Viridian Financial Group to enhance its growth in the Australian wealth management market.

Target Information

Viridian Financial Group (“Viridian”) is a leading diversified financial services company based in Melbourne, Australia. Established in 2015, Viridian has rapidly grown to manage approximately $16 billion in funds through three specialized divisions: Viridian Advisory, Infinity Capital Solutions, and Smartmove Lending. The Firm provides wealth management advice, investment solutions, and mortgage broking services to over 15,000 clients, making it one of the largest practices in Australia's financial sector.

The Firm’s founding team and Board of Directors are committed to a client-centric approach, prioritizing holistic financial advice and exceptional service, which they believe sets them apart in a competitive market. Following a strategic investment agreement with TA Associates, Viridian anticipates significant synergies that will enhance its market position and expand its capabilities.

Industry Overview

The Australian wealth management industry has experienced substantial growth, fueled by a mandated savings environment and an increasing demand for financial advice. With a strong cultural