FI Consult welcomes Marc du Plooy as Director and Head of Mergers & Acquisitions, strengthening growth and succession support for the financial planning industry

Financial Institution Consult (FI Consult), a leading South African consulting firm to financial planning businesses, proudly announces the appointment of Marc Duploy as Director and Shareholder as of May 2025.

Marc joins to head up the firm’s dedicated Mergers & Acquisitions (M&A) division, a move that reinforces FI Consult’s commitment to helping financial planning businesses grow, scale, and transition smoothly.

Marc brings significant experience in financial services, business development, and strategic transactions, positioning FI Consult to meet the increasing appetite for acquisitions among larger firms and the growing interest among smaller practices looking to merge or exit.

“There’s real momentum in the market,” says Jason Bernic, Co-Founder of FI Consult. “Bigger firms are hungry for quality acquisition opportunities, while many owner-managed practices feel the strain of compliance, governance, and administration. For some, merging or selling is becoming the best path forward, and Marc’s role is to ensure those deals are thoughtful, balanced, and value-preserving for all parties involved.”

Supporting Deals with Change Management
In addition to comprehensive M&A advisory, FI Consult supports businesses through every stage of transition with robust change management services. This is made possible through FI Consult’s alignment with Success Coaching and its extensive panel of experienced coaches, helping clients navigate the cultural and operational shifts that come with mergers, acquisitions, and leadership succession.

“We’re not just about the deal,” says Duploy. “We’re about what happens next. Our focus is on sustainable integration and ensuring people, teams, and clients stay aligned through times of change.”