Grant Thornton advises IntelliFlo Limited

Formed in 2004, IntelliFlo is a leading provider of 4th generation multi-tenanted SaaS based practice support solutions to the financial advisor market. The multi-award winning business has nearly 10,000 licensees who use its software to manage their businesses on a daily basis. By investing early in creating an RDR (Retail Distribution Review) ready solution, IntelliFlo has been extremely successful at winning market share from its competitors and continues to be at the forefront of technical development. 

Over the years, the shareholders had seen approaches from interested trade and private equity investors attracted by its best-in-class product offering, scalable revenue model and rapid growth. We worked with the shareholders to assess their strategic options and deliver a transaction which met the objectives of all the stakeholders.  

We invested upfront in fully understanding and articulating the growth opportunity in a rapidly evolving end-market post-RDR. The ability to combine a real understanding of the drivers of strategic value from both a software and financial services perspective was key in positioning IntelliFlo. 

We ran a targeted process, engaging in early conversations globally with those buyers who were most likely to understand the opportunity in a rapidly changing market and pay a premium for the business. The process was carefully managed to maintain confidentiality, critical given other events in the market, requiring delivery within a tight timescale. 

We identified and accessed the best buyers globally and led the negotiations to deliver an outstanding result for the shareholders. 

Our international network and global relationships enabled us to assess fully the strategic appetite of key global players and to deliver a transaction which matched the different requirements of the key stakeholders in the business.