close search

SCD Advisory acts as exclusive financial advisor to Netwealth (ASX:NWL) on its acquisition of Paradino

Posted On : 15th September 2026
waves image top

SCD Advisory is pleased to announce a transaction within the AI ecosystem!

half half image block

Netwealth is an ASX-listed wealth management platform serving Australian financial advisers, licensees and their clients.

Paradino is a Australian AI advice automation platform, turning adviser meetings and client documents into file notes, paraplanning requests and advice documentation.

Netwealth engaged SCD to advise on the acquisition due to our experience in the technology and software sector. Paradino was identified as the right partner given the depth of strategic alignment, cultural fit, and the quality of its technology and team to support Netwealth’s long-term growth.

SCD advised Netwealth on deal structure and supported the company through negotiations and execution of the transaction. Our work focused on identifying the synergies available from bringing Paradino into the platform and how those were best reflected in the structure of the consideration.

On the role of SCD Advisory, Matt Heine (C) said:

 

SCD Advisory delivered strategic clarity and highquality guidance throughout Netwealth’s assessment of this strategic acquisition. Netwealth drew heavily on SCD Advisory’s sector knowledge, particularly their insight into the tech and AI services landscape.

Pierre Briand, Founder of SCD Advisory added:

 

This AI strategic deal gave SCD Advisory the opportunity to leverage our expertise and experience in the IT Services and Software space. This AI transaction is a strategic move from our client Netwealth and we wish them all the best! Adding clients, product functionalities, development capability and team support will have a significant impact on their platform and offering. Combining Netwealth with Paradino is a key AI milestone within the Wealth Management industry.

At SCD Advisory, we offer a range of services from deal preparation to transaction execution. Contact us at info@scdadvisory.com to find out more.

M&A newsletter

For the latest M&A trends, deals and insight in the B2B services sector, sign up to our newsletter.

Newsletter Signup
Checkboxes
Pierre Briand preview image
Written by: Pierre Briand, Founder & Managing Partner

Pierre brings 25 years of expertise in advising entrepreneurs, with a deep background in management and financial advisory across corporate finance, private banking, and wealth management. His extensive experience includes numerous sell-side and buy-side deals, IPOs, mergers, integrations, and consulting projects for both small businesses and large global corporations. As an established and highly regarded advisor, Pierre is known for his savvy, trusted guidance.

Pierre’s career began in Australia before he moved to France, where he worked with prominent business figures like billionaire François Pinault on M&A deals within the Artemis group. He then founded BC&D, an M&A small-cap firm in Paris, where he managed corporate advisory services across Europe, covering both origination and execution. His work extended beyond transactions, advising entrepreneurs on wealth management strategies to optimise the transition from business ownership.

In Paris, he held advisory roles at the Belgium Family Office (DeGroof) and as a senior private banker and head of the HNW segment for France at JP Morgan. Returning to Australia in 2015, Pierre established the ANZ subsidiary of a UK-headquartered M&A firm, executing 9 M&A transactions across Australia. In 2019, he launched SCD Advisory, where he has since completed 35+ transactions, earning multiple global awards in M&A advisory from 2021 to 2024. Notably, he was named ‘Deal Maker of the Year’ by Finance Monthly in 2022 for his sale of Hypothesis to McKinsey & Co.

Pierre graduated from the Business of Troyes in France and has a postgraduate in Corporate Finance from the University of Caen. He is also a certified Financial Analyst and a Graduate of the Australian Institute of Company Directors (GAICD). Pierre further enhanced his credentials by completing the “Leading Professional Services Firms” program at Harvard Business School. His track record and accolades highlight his dedication to excellence and his exceptional skill in delivering successful outcomes for his clients.

Pierre is French, Australian citizen, Overseas Citizen of India. He is married and has two children. He is passionate about international travel, gastronomy, sailing and golf. As an experienced sailor, his motto in business and life in general is: “We cannot direct the wind, but we can trim the sails”

waves image bottom
shaded background

Give us a call on +61 434 730 099. Or, email us at info@scdadvisory.com
or fill in our contact form and we will give you a call.

Privacy Overview
SCD Advisory

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.

Strictly Necessary Cookies

Strictly Necessary Cookie should be enabled at all times so that we can save your preferences for cookie settings.

If you disable this cookie, we will not be able to save your preferences. This means that every time you visit this website you will need to enable or disable cookies again.

3rd Party Cookies

This website uses Google Analytics to collect anonymous information such as the number of visitors to the site, and the most popular pages.

Keeping this cookie enabled helps us to improve our website.