Gallivan Financial targets €1bn milestone with bold acquisition drive

Gallivan Financial has taken another decisive step in reshaping Ireland’s wealth management landscape, acquiring Mount Street Group in Dublin and Kelly O’Shea Pensions & Financial Services in Tralee. These deals lift assets under management to over €650m, with a goal to surpass €1bn by year-end.

The move signals a deliberate push into both the capital and deeper into Kerry, strengthening market presence while retaining client continuity. Since May 2023, Gallivan has closed four acquisitions and is already in exclusive talks with other firms, positioning itself as a key consolidator in a sector ripe for scale.

With combined resources, technology, and expertise, Gallivan is banking on a model that keeps trusted advisors in place while unlocking the benefits of a larger network. For the Irish financial services sector, it’s a reminder that strategic expansion is no longer optional in a market where size and specialisation are fast becoming the differentiators.

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