Tadgh Gallivan, Gallivan Financial Founding Director, Fergal Smith, Gallivan Financial Managing Director and Annamaria Gallivan, Gallivan Financial Founding Directorwith, in front, Conor Martin, Tara Financial Founder and Managing Director and Níamh Kelly, Tara Financial Head of Compliance

Gallivan Financial, a leading financial planning and wealth management firm based in Killarney, has signed an agreement to acquire Dublin-based Tara Financial Partners Ltd for an undisclosed sum.

The transaction, which is subject to the customary regulatory approvals, is anticipated to be completed within a number of weeks.

The deal to buy Tara is the third acquisition by Gallivan Financial this year and it has added five new businesses to its network over the past two years.

The Tara acquisition brings Gallivan’s total assets under management to over €850 million and further expands its presence into the Dublin market.

Tadgh Gallivan, Gallivan Financial Founding Director

With additional transactions currently in exclusive negotiations, Gallivan Financial remains on track to exceed €1 billion in assets under management by year-end.

Following the opening of its new state-of-the-art head office in Killarney, the firm is well positioned to support continued growth across Ireland.

Fergal Smith, Gallivan Financial Managing Director, said their client-focused philosophy and commitment to personalised advice align with their own values.

“This acquisition enables us to deepen our reach in Dublin, while also reinforcing our national expansion strategy,” he remarked.

Earlier this year, Gallivan Financial acquired Mount Street Group, which was its first move into the Dublin market, and Tralee-based Kelly O’Shea Pensions and Financial Services for an undisclosed sum.

Gallivan Financial is majority-owned by the Gallivan family, who sold its Gallivan Murphy Insurance Brokers business to US-based Assured Partners in 2022. Gallivan Financial was not part of that transaction and is now engaged in a significant expansion strategy.

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