WT Financial Group to acquire Sentry Group for $7 million

WT Financial Group to acquire Sentry Group for $7 million 1

SYDNEY, AUSTRALIA: WT Financial Group Limited (WTL) has entered into a share purchase agreement (SPA) to acquire all of the issued capital of Sentry Group Pty Limited for an initial purchase price of $7 million.

This will be provided to the Sentry selling shareholders as to 50% in cash and 50% in the form of WTL shares.

The cash consideration payable on completion of the acquisition is being funded through the placement of new shares to investors identified by the company at an issue price of $0.075 per share, representing a 25% premium to the closing price of WTL on 9 June 2021.

WTL is raising a further $1.5 million in cash to fund acquisition and integration costs, bringing total cash to be raised under the placement to $5 million.

Acquisition is transformational for WT Financial Group Limited (WTL), is substantially accretive and will position the company well for future organic and inorganic growth.

The inherent synergies of the acquisition, and the resulting scale, are expected to result in NPAT for the post-transaction Group of greater than $2 million FY2022.

Total revenue of more than $70 million is anticipated for FY2022, with B2B revenue expected to represent more than 95% of total revenue and recurring and recurrent revenue representing more than 75%.

The synergistic nature of the acquisition is expected to provide significant post-acquisition Group operating expense reductions totalling up to $2 million on an annualised basis once fully implemented.

WT Financial Group Limited is a diversified financial services group. Its advice and product offerings are delivered primarily through a group of independent financial advisers operating as authorised representatives under its Wealth Today Pty Ltd subsidiary.

The Group’s B2C division delivers a range of services directly to wholesale and retail clients through the Spring Financial Group brand, encompassing financial planning, accounting & tax services, mortgage finance services, and investment and asset management.

The Group offers market-leading financial education services for advisers and consumers through regular seminar programs and the publication of its Wealthadviser library of more than 100 financial literacy handbooks and manuals on a broad range of financial an investment market topics.

Established in WA in 2005, Sentry provides dealer group services Australia-wide

Wt Financial Group Ltd

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15 Jun, 1:32 pm GMT+10 · Disclaimer

ASX: WTL

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