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Gallivan Financial expands with Kerry and Dublin deals
Killarney-based Gallivan Financial is set to acquire Kelly O’Shea Pensions & Financial Services in Tralee and Mount Street Group in Dublin.
The acquisitions will increase the firm’s assets under management to more than €650 million, with a target of €1 billion by the end of the year.
The Mount Street deal marks Gallivan’s entry into the Dublin market, while the Kelly O’Shea acquisition strengthens its presence in Kerry. Mount Street manages about €150 million in assets and Kelly O’Shea has €40 million.
The transactions, which are subject to regulatory approval, are expected to be completed in the coming weeks. Gallivan Financial now operates from offices in Killarney, Limerick and Dublin and has completed four acquisitions, including Vincent Casey Life & Pensions, a Killarney-based broker since May 2023
