Patient capital for founder-led firms

Protect what you built. Shape what's next.

Momentum Private Capital partners with founder-led accounting and financial advice firms seeking succession capital, growth funding, or a pathway for future partners to become owners. We invest as a significant minority shareholder — preserving the independence, culture, and client relationships built over decades.

Speak with a Partner → Explore Our Approach

Capital that protects what makes your firm exceptional.

Credibility & backing

Backed by long-term capital and deep commercial experience.

Momentum Private Capital co-invests through Hamilton Chase, the privately held commercial arm of the Huggins Family Office. This provides the strength, perspective, and patience required to support high-quality firms over the long term.

Hamilton Chase manages a diverse portfolio of property development, land, debt, equities, and private businesses across Australia, Europe, and North America.

A$23BManaged across a diversified global portfolio.
3Continents of investment and commercial activity.
Long-termCapital unconstrained by short exit cycles.
MinorityInvestment approach designed to preserve control.
"

Succession does not have to mean surrendering control.

Momentum Private Capital
Our purpose

A different kind of capital partner for advisory firms.

We are not private equity. Momentum Private Capital was created for founders who want access to capital without handing over control or working toward a predetermined sale. Our role is to help strong firms navigate succession, fund future partners, and continue growing on their own terms.

i

Preserve independence and culture

We invest as a significant minority shareholder, allowing firms to retain the leadership, values, and client-first culture that define them.

ii

Fund next-generation ownership

We provide a capital pathway for emerging leaders and future owners to participate meaningfully in the firms they help build.

iii

Support enduring growth

Our capital is structured for long-term value creation, not short-term financial engineering or forced exit timelines.

How we differ

Momentum is not private equity.

Founders considering outside capital are right to be cautious. The structures, timelines, and incentives that define traditional private equity rarely align with the long-term goals of a quality advisory firm. Here is how our approach differs in practice.

Consideration
Traditional Private Equity
Momentum Private Capital
Ownership position
Controlling stake. Decision rights and governance shift to the investor.
Significant minority. Founders and future owners retain control of the firm.
Exit horizon
Three to seven-year fund cycle. Exit is the structural objective.
No predetermined exit. Capital is patient and aligned with long-term value creation.
Operating model
Roll-up, EBITDA expansion, integration playbook. Brand and operating model often replaced.
The firm continues to operate as itself. Brand, culture, and client relationships preserved.
Succession
A liquidity event for founders. Future leaders inherit a new ownership structure.
A funded pathway for next-generation partners to become meaningful equity owners.
Source of capital
Limited partner fund with defined return obligations and timelines.
Family office capital through Hamilton Chase. No fund clock, no LP exit pressure.
Who we partner with

For firms that have built something worth backing.

We partner with founder-led accounting and financial advice firms that have earned deep client trust, built resilient teams, and developed the next generation of leaders capable of carrying the business forward.

Founder-led firms of enduring quality.

The firms we partner with are not simply looking for capital. They are looking for alignment, continuity, and the right structure for the next chapter — partners who understand that what they have built deserves to be protected, not restructured.

Culture worth protecting

Teams with shared values, high professional standards, and a reputation earned over many years of disciplined client work.

A credible next generation

Emerging leaders with the capability and ambition to become future equity partners and continue the firm's legacy.

Investment principles

The standards behind every partnership.

Our investment approach is guided by five principles that reflect how we evaluate quality, alignment, and long-term potential.

i.

People

We invest in the right people. Leaders and future owners should have meaningful skin in the game, supported by a culture where team success is linked to positive client outcomes.

ii.

Client

We believe in making a decent profit, decently. The strongest firms understand that acting in the client's best interest creates value for the collective team and all stakeholders.

iii.

Financial

We value disciplined capital allocation, transparent incentives, process-led operations, and a consistent focus on client experience over optics.

iv.

Owner Mindset

We partner with people who make rational, long-term, data-informed decisions and want to build firms capable of outlasting their founders.

v.

Governance

We support fit-for-purpose governance. While governance alone does not guarantee success, its absence can undermine even the strongest business.

—

Alignment above all

Each principle exists in service of one outcome: that founders, future owners, and Momentum remain genuinely aligned on what enduring value looks like.

What to expect

A considered, confidential conversation.

Exploring outside capital is a significant decision. Our process is designed to be discreet, founder-led, and respectful of the time and reputation of the firms we speak with.

i

Initial conversation

A confidential, no-obligation discussion with one of our partners to understand your firm, your goals, and whether there is a natural fit. Typically held in person or over a private call.

Confidential · One meeting
ii

Mutual exploration

If both sides see alignment, we move into a structured period of mutual due diligence — getting to know your team, your clients, your culture, and your succession objectives. You learn just as much about us.

Mutual · Several weeks
iii

Structured proposal

We present an investment structure designed around your firm's specific needs — minority position, future ownership pathway, governance approach, and capital terms — for your consideration.

Bespoke · No obligation
iv

Long-term partnership

Following completion, we operate as a strategically aligned minority partner. Your firm continues to operate as itself, with the benefit of additional capital, perspective, and support when called upon.

Patient · No exit clock
Leadership

Experienced stewardship for long-term value creation.

Our team combines experience in banking, acquisitions, professional services, and family office investing. We understand both the commercial realities of advisory firms and the personal significance of what founders have built.

Paul Huggins

Paul Huggins

Executive Chairman & Partner

A qualified tax lawyer with a background in accounting, Paul acts for the Huggins Family Office and Australian HNW and UHNW clients. He has built and acquired companies across three continents and maintains a significant international commercial network.

Paul Goessler

Paul Goessler

Managing Partner

Paul brings more than 35 years of banking experience across Australia and the UK, including senior leadership in corporate banking and professional services with lending and deposits exceeding A$5 billion.

Matthew Rowe

Matthew Rowe

Managing Partner

Matthew is an experienced CEO across ASX-listed, private equity-sponsored, and private companies. He has led acquisitions, carve-outs, succession programs, mergers, and successful exits across professional services and financial advice.

Frequently asked

Questions founders often ask.

A few of the questions we hear most often from founders considering a conversation with us. If yours isn't here, we welcome it directly.

It means we take a meaningful stake — large enough to be a serious, committed partner — but never a controlling position. Founders, partners, and future owners retain control of the firm, its leadership, its operating decisions, and its strategic direction. We sit alongside the team rather than above it.
No. The firms we invest in continue to operate as themselves. Brand, identity, leadership, fee structure, and client relationships remain with the firm. We do not operate a roll-up model, we do not consolidate back-office functions across investments, and we do not impose an integration playbook. We are an investor in the business — not a parent brand.
We provide the capital required to fund the buy-out of retiring or transitioning partners in a way that is staged and manageable for the firm. In parallel, we work with the firm to create a funded pathway for emerging leaders to acquire meaningful equity over time. The objective is continuity — ensuring the firm has both the capital and the structure to outlast its founders.
No. Our capital is patient and has no predetermined exit. Because we invest with family office capital through Hamilton Chase rather than a limited partner fund, there is no fund clock, no LP exit pressure, and no structural requirement to transact the firm within a defined window. If a firm eventually chooses to do something further down the road, we accommodate that — but the investment is not built around it.
All discussions are treated as strictly confidential from first contact, with no obligation attached to an initial conversation. Any later-stage due diligence is conducted under formal confidentiality agreements and structured to protect client relationships, staff awareness, and the firm's market position. We understand that even being known to be in conversation with an investor can be sensitive, and we operate accordingly.
Start the conversation

For founders considering the next chapter of their firm.

Whether you are considering succession, looking to fund future partners, or seeking capital to support growth — we welcome a confidential conversation about the future of your firm.

Let's connect
linkedin.com/company/momentum-private-capital-mpc

All enquiries are treated as strictly confidential. We will be in touch within two business days.

Secure · Confidential