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#Management Ownership
Added 2 months ago

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Market Cap currently $474m

Brett Kelly (appointed on 16 April 2017)

Brett is the Founder and CEO of Kelly+Partners. He has more than 20 years of commercial and professional accountancy experience, specialising in assisting private clients, private business owners and families. He commenced his career as a Chartered Accountant with 5 years at PwC Australia, and then worked at 3 mid-sized accounting firms. In 2006, Brett founded Kelly+Partners with accounting businesses in North Sydney and the Central Coast, before building out the network to 30+ businesses over 30+ locations to date. Brett is also the best-selling author of four books on life, business and wisdom.

Stephen Rouvray (appointed on 2 May 2017)

Stephen has over 50 years’ experience in financial services across many senior leadership roles. He was Chief Financial Officer, Company Secretary and Manager of Investor Relations for AUB Group (formerly Austbrokers) from 2005 until 2015. Prior to this, he was General Manager for ING Australia Holdings from 2002 to 2005 having joined ING’s predecessor company, Mercantile Mutual, in 1985. Over this 20 year period, Stephen held the position of Company Secretary which included its subsidiary companies operating in the life & general insurance, investment management, funds management and banking sectors. At the start of his career, he worked in the accountancy profession from 1971 to 1984. Since retiring as CFO, Stephen continues to represent AUB Group as a director on the board of two of its associates.

Ryan Macnamee (appointed on 2 May 2017)

Ryan is an experienced business technology executive with over 25 years of IT management and cyber security experience. He is currently on the board of Thinkproject Australia & New Zealand, and previously held board positions at the Open Data Institute and Advanced Navigation. Ryan has served in numerous senior IT management roles, including Group Chief Information Officer (CIO) and Group Chief Information Security Officer (CISO), Ryan has also held various senior IT positions at financial, insurance, construction, and retail operations globally. Ryan is co-founder of ECPPro, a Microsoft Azure cloud focused solution provider helping large corporations and MSP (Managed Service Providers) to manage complex cloud environments. 

Lawrence Cunningham (appointed on 1 July 2022)

Lawrence is an expert on corporate governance, culture, and structure. Since 2007, he has been the Tucker Research Professor at The George Washington University. Cunningham has written extensively on corporate affairs in university journals and periodicals. He has published many influential books, including The Essays of Warren Buffett: Lessons for Corporate America, in collaboration with Mr. Buffett; The AIG Story, with Hank Greenberg; and Quality Shareholders: How the Best Managers Attract and Keep Them. 

Lawrence is Vice Chairman of the Board of Constellation Software Inc., a Toronto Stock Exchange company, and Director and former Treasurer of Ocean Colony LLC, a private resort in East Hampton, New York. Cunningham is a Trustee of the Museum of American Finance; a Member of the Dean's Council of Lerner College of Business at the University of Delaware; and a Member of the Editorial Board of Financial History. 

Lawrence has served on the Boards of Directors of Ashford Hospitality Prime, an NYSE investor in luxury hotels; Pearl West Group, a private investment company in Vancouver, and Strata, a private technology company in Silicon Valley.

A former Corporate Associate of Cravath, Swaine & Moore, Lawrence consults for public and private corporations and advises management and boards of directors. He has received numerous awards, including the 2018 B. Kenneth West Lifetime Achievement Award from the National Association of Corporate Directors (NACD). 

Paul Kuchta (appointed on 2 May 2017)

Paul is a Chartered Accountant with over 20 years' accounting experience specialising in the provision of compliance, tax and advisory services to private SME’s and their owners. He commenced his career with Farrar & Company Chartered Accountants in 1998, where he worked for 10 years. Paul then joined Crowe Horwath in 2008 for a further 4 years. He was a founding partner of Kelly+Partners Norwest when the practice was launched in 2012. Paul is the managing director of Kelly+Partners Sydney. 

Ada Poon (appointed on 6 September 2019)

Ada has more than 20 years' professional accountancy experience and has specialised in accounting and taxation services to Private Business Owners based in Sydney, business and personal taxation compliance self-managed super funds and outsourced finance department services.

#KPG Acquisitions/Partnerships
Added 2 months ago

KPG Acquisitions/Partnerships

·      November 2024 announces executed agreements to partner with an accounting business located in the Sydney CBD. https://announcements.asx.com.au/asxpdf/20241108/pdf/06b5k5fbj8g8hn.pdf

·      August 2024  executed agreements to partner with FRSCPA, a CPA firm located in Florida, United States. https://announcements.asx.com.au/asxpdf/20240819/pdf/066r9thwwcsrqz.pdf

·      May 2024 Growth Partnership platform Kelly Partners Texas, Kelly Partners Group Holdings Limited is pleased to announce that a senior management team of Michael Hoyle, Jeromy Dixson and Ian McNickle (Texas Senior Management Team), who had considered building their own CPA group, have chosen to join the Company to build Kelly Part- ners’ first Growth Partnership Platform – Kelly Partners Texas. https://announcements.asx.com.au/asxpdf/20240503/pdf/0636rt5nbpx9m5.pdf

·      April 2024  announce that Kudos International, a network of 60+ accounting firms located in 45 countries has chosen to partner with Kelly+Partners. https://announcements.asx.com.au/asxpdf/20240422/pdf/062qn3j35n3lv0.pdfhttps://announcements.asx.com.au/asxpdf/20240916/pdf/067x1w36k2vq8h.pdf

·      January 2024 announces agreement to partner with an accounting business located in the Lower North Shore, NSW https://announcements.asx.com.au/asxpdf/20240129/pdf/05ztd795cgyv00.pdf

·      January 2024 announces the completion of its partnership with a 2nd accounting business located in California, USA. https://announcements.asx.com.au/asxpdf/20240102/pdf/05z2pjfm35yk77.pdf

·      December 2023 executed agreements to partner with an accounting business located in Brookvale NSW. https://announcements.asx.com.au/asxpdf/20231227/pdf/05yysj7dnkfngz.pdf

·      May 2023 accounces that it has signed a binding heads of agreement to partner with an accounting business located in California, USA. https://announcements.asx.com.au/asxpdf/20230516/pdf/05pqxl3k9b6kq0.pdf https://announcements.asx.com.au/asxpdf/20231204/pdf/05y4hy3b19r1tv.pdf

·      May 2023  executed agreements to partner with an accounting business located in Gold Coast, QLD https://announcements.asx.com.au/asxpdf/20230502/pdf/05p9dmzybn6w4b.pdf

·      April 2023 acquired an accounting business located in Brisbane CBD, QLD https://announcements.asx.com.au/asxpdf/20230427/pdf/45p199zp66fqv5.pdf

·      March 2023 announces it has executed agreements in escrow to partner with a top 100 accounting business. https://announcements.asx.com.au/asxpdf/20230323/pdf/45myk7z198lz6m.pdf https://announcements.asx.com.au/asxpdf/20230712/pdf/05rkk9qswfv78d.pdf

·      November 2022 signed agreement to acquire an accounting business located in South West Brisbane, QLD https://announcements.asx.com.au/asxpdf/20221101/pdf/45h2ytcld30d9g.pdf

·      October 2022 signed agreement to acquire an accounting business located in St Kilda, VIC. https://announcements.asx.com.au/asxpdf/20221028/pdf/45gwffzfk93zds.pdf

·      September 2022 signed agreement to acquire accounting business located in Regional NSW. https://announcements.asx.com.au/asxpdf/20220914/pdf/45f2639p9m1zd2.pdf

·      September 2022 signed agreement to acquire an accounting business located in Palm Beach, QLD https://announcements.asx.com.au/asxpdf/20220901/pdf/45dn6gz68ld687.pdf

·      July 2022 announces signed agreement to acquire an accounting business located in Leeton NSW. https://announcements.asx.com.au/asxpdf/20220721/pdf/45c1g5wtbfp0ws.pdf

·      April 2022 announces  it has signed agreement to partner with a leading accounting business located in regional NSW. https://announcements.asx.com.au/asxpdf/20220414/pdf/4580gyh6yt8xr2.pdf https://announcements.asx.com.au/asxpdf/20220701/pdf/45bg4kmd8x3bn0.pdf

·      March 2022  announces today that it has signed agreement to partner with a leading accounting business located in Regional Victoria. https://announcements.asx.com.au/asxpdf/20220307/pdf/456rh7jb60kp1r.pdf

·      December 2021 acquire an accounting business located in Canberra ACT. https://announcements.asx.com.au/asxpdf/20211216/pdf/4546yz1rbrjt7c.pdf

·      December 2021 acquire an accounting business located in Central Coast NSW. https://announcements.asx.com.au/asxpdf/20211215/pdf/4545l4dz6pf0gr.pdf

·      December 2021 acquire an accounting and financial planning business located in Northern Beaches NSW https://announcements.asx.com.au/asxpdf/20211206/pdf/453tmp96vl8ct9.pdf

·      November 2021 acquire an accounting firm located in Carlton, VIC https://announcements.asx.com.au/asxpdf/20211122/pdf/4537s8m6fwqlkr.pdf

·      November 2021 acquire an accounting firm located in Penrith https://announcements.asx.com.au/asxpdf/20211109/pdf/452qvp8tr1pbbq.pdf https://announcements.asx.com.au/asxpdf/20211112/pdf/452wmc32wlgq39.pdf

·      October 2021  acquire an accounting firm located in Canberra, ACT. https://announcements.asx.com.au/asxpdf/20211028/pdf/4528k53n1qdq3z.pdf

·      May 2021  acquire an accounting firm located in Norwest, NSW https://announcements.asx.com.au/asxpdf/20210527/pdf/44ww3btrd6wj0n.pdf

·      April 2021 acquires an accounting firm located in the Sydney CBD. https://announcements.asx.com.au/asxpdf/20210427/pdf/44vx3qfcyt9p4w.pdf

·      April 2021 acquired an accounting firm located in Newcastle, NSW. As part of the acquisition, a new partnership will be formed in the name of Kelly Partners Hunter Region. https://announcements.asx.com.au/asxpdf/20210421/pdf/44vr486wz5t9w5.pdf

·      February 2021 acquire a financial services and accounting group located in Gosford, NSW. A subsidiary of Kelly Partners will acquire 51% interest in the financial services businesses (ie private wealth management, life insurance broking, finance broking) with the existing vendor owning the remaining 49%. https://announcements.asx.com.au/asxpdf/20210222/pdf/44swggrwlhcrgv.pdf

·      February 2021 acquired an accounting firm located in the Inner West, NSW https://announcements.asx.com.au/asxpdf/20210215/pdf/44sncdgsttydfh.pdf

·      December 2020 AUB Group announces partnership with Kelly+Partners Group

AUB Group Limited (ASX: AUB), Australasia’s largest equity-based insurance broker network, today announced it has entered into a new partnership with Kelly+Partners Group (ASX: KPG). The new partnership service offerings will include the following: the provision of general and life insurance broking services to Kelly+Partners clients and members; general insurance advice and services to Kelly+Partners Group Holdings Ltd; accounting and tax services to Austbrokers clients and members; design and delivery of tailored solutions for Kelly+Partners clients including a tax and government, audit insurance product as well as specialty HR technical advisory services; and the development of insurance, tax and accounting advisory services for the strata industry. https://announcements.asx.com.au/asxpdf/20201203/pdf/44ql1p6kg5gnx0.pdf

·      June 2020 acquired an accounting firm located in Bathurst NSW. https://announcements.asx.com.au/asxpdf/20200617/pdf/44jqr8w0kmx6zj.pdf

·      October 2019 acquire an accounting firm located in the Melbourne CBD. https://announcements.asx.com.au/asxpdf/20191002/pdf/4493t356v65hpd.pdf

·      September 2019 acquire an accounting firm in the Blue Mountains region of Sydney with the structure following KPG’s standard Partner-Owner Driver Model. https://announcements.asx.com.au/asxpdf/20190925/pdf/448v09fbv0hn0n.pdfhttps://announcements.asx.com.au/asxpdf/20191104/pdf/44b7jr95l169s8.pdf

·      December 2018 acquire a 100% interest in an accounting firm in Warriewood to assist in the succession of the senior practitioner. The business will be tucked into the existing Kelly+Partners Northern Beaches business to create synergies and operating leverage. The acquisition, together with the acquisitions announced in August in the Inner West of Sydney and North Sydney in total represent approximately $4m of recurring tax, accounting billings. https://announcements.asx.com.au/asxpdf/20181203/pdf/440xd4cz8td4vv.pdf

·      August 2018 aquires an accounting firm in the inner west of Sydney with the structure following KPG’s standard 51% Owner Driver Model https://announcements.asx.com.au/asxpdf/20180816/pdf/43xcz56fthsq7j.pdf