Soul Patts has backed Ironbark since 2017, from an early-stage advice business to a national wealth platform managing circa $96 billion. This case study shows what long-term capital and hands-on strategic support can help deliver.
In 2026, Ironbark accelerated growth in seeking a like-minded global partner to add technology and AI capability - a process Soul Patts supported alongside management, selecting Merchant Wealth Partners. Merchant's ecosystem of 142 North American wealth firms opens two-way access to global expertise.
Soul Patts remains a committed, long-term shareholder for the next phase of growth with strong conviction in the structural tailwinds: growing demand for advice and an intergenerational wealth transfer just beginning.
Featuring Chris Larsen, Executive Chairman, Ironbark, and David Scammell, Managing Director, Principal Investments, Soul Patts.