Strategic Acquisition DJ Carmichael was acquired by Shaw and Partners in 2019, signaling an opportunity to approach the combined entity for integration of services, cross-sell wealth management products, and expanded advisory capabilities.

Growth Potential With revenue in the low millions and a workforce of 11-50, there is room to expand client acquisition services, scale technology-enabled advisory platforms, and introduce enhanced investment products to private, corporate, and institutional segments.

Regional Focus As a Western Australian based firm with a long history serving WA clients, there is potential to leverage local market knowledge for tailored investment solutions and regional marketing partnerships within the broader Shaw and Partners network.

Tech Stack Opportunities Current technologies include Joomla, jQuery, Dojo, and standard web tools. There is an opening to propose modernization, data analytics, CRM integration, cybersecurity enhancements, and digital client onboarding to improve efficiency and client experience.

Market Positioning Being part of a larger advisory and wealth management group positions DJ Carmichael for broader product suites and institutional capabilities; target opportunities include cross-sell of research, corporate advisory, and institutional trading services to existing clients of Shaw and Partners.