Arthur J. Gallagher expands with Australian acquisition

Published 01/10/2025, 11:04 AM
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ROLLING MEADOWS, Ill. - Arthur J. Gallagher & Co., the global insurance brokerage and consulting services firm, has acquired Wealth Management Partners Pty Ltd (WMP), a financial planning company based in Perth, Western Australia. The acquisition was announced today, marking a further expansion of Gallagher's international footprint.

WMP specializes in retirement plan risk management, catering to both individual and corporate clients in Western Australia. The team at WMP, including Steve Beattie, Troy Hartley, Janusz Mazurek, and Adrian Whitaker, will continue to operate from their current location. They will now report to Graham Campbell, who is responsible for Gallagher's employee benefits and HR consulting operations in Australia. Notably, Gallagher has maintained dividend payments for 40 consecutive years, demonstrating strong financial stability. InvestingPro subscribers can access 10+ additional key insights about the company's financial performance and outlook.

J. Patrick Gallagher, Jr., Chairman and CEO of Arthur J. Gallagher & Co., expressed satisfaction with the acquisition, noting that WMP's client-focused approach and retirement planning expertise will strengthen the company's financial wellbeing consulting capabilities in Australia. He welcomed the WMP team to Gallagher's global network.

Arthur J. Gallagher & Co., headquartered in Illinois, operates in approximately 130 countries worldwide. The firm offers a wide range of services, including insurance brokerage, risk management, and consulting, through its owned operations and an extensive network of correspondent brokers and consultants.

This acquisition is part of Gallagher's strategic efforts to enhance its global services and extend its market reach. The terms of the transaction have not been disclosed. This expansion is anticipated to benefit both Gallagher's and WMP's clients by providing a broader range of services and deeper expertise in the financial planning and risk management sectors. Based on InvestingPro's Fair Value analysis, the stock appears to be trading above its intrinsic value, though the company's strong financial metrics and growth prospects continue to attract investor interest.

The information for this report is based on a press release statement from Arthur J. Gallagher & Co.

In other recent news, Arthur J. Gallagher & Co. has seen significant activity through acquisitions and financial maneuvers. The company recently acquired AssuredPartners for $13.4 billion, a move that TD Cowen analyst Andrew Kligerman praised for its attractive valuation. Other acquisitions include Encore Group, Afina Insurance Advisors Inc., Durham & Bates Agencies, Inc., and M.J. Schuetz Insurance Services Inc., all contributing to the company's strategic expansion across the United States and Canada.

Arthur J. Gallagher also issued $5 billion in senior notes, a move aimed at supporting its strategic initiatives. In terms of financial performance, the company reported a 13% increase in revenue across its Brokerage and Risk Management segments. Analyst firms such as BMO Capital, Keefe, Bruyette & Woods, and Truist Securities project organic growth in these segments for the year 2025.

Following the AssuredPartners acquisition, BMO Capital revised its future estimates for Arthur J. Gallagher, including a 5% increase for 2025 and an 8% rise for 2026. Keefe, Bruyette & Woods and Truist Securities also revised their price targets for Arthur J. Gallagher. These are recent developments in the company's ongoing efforts to strengthen its service offerings and expand its market reach.

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