#Japan #Tokyo #M&A #Do it Planning #Nichizei Holdings

M&A Success: Do it Planning and Nichizei Holdings Join Forces

In a remarkable strategic move, M&A Capital Partners, led by President Satoru Nakamura, successfully facilitated the merger of the large insurance agency Do it Planning Inc. and the financial and real estate consulting firm Nichizei Holdings, both situated in Shinjuku, Tokyo. This partnership is projected to significantly reshape the financial consulting landscape in Japan.

About Do it Planning Inc.

Founded in 2015, Do it Planning has rapidly established itself as a leading insurance agency with a unique focus on environmentally-conscious management and the cultivation of financial planners (FPs). Over the past decade, the company has expanded to encompass 54 locations nationwide and boasts a workforce of approximately 660 employees. Despite its achievements, the firm faced several pressing challenges, including rapid changes in the business environment, succession issues, and the demands of an aging society. These factors prompted the need for further growth and strategic development.

The Merger Motivation

Recognizing the potential for synergy, M&A Capital Partners identified Nichizei Holdings as an ideal partner for expansion. With Nichizei's strong presence in the tax consultation market and its well-established corporate network, the merger aims to combine their sales capabilities with Do it Planning's expertise. This strategic alignment provides an opportunity to explore new markets, particularly in areas like retirement asset management and inheritance planning.

As a result of the merger, Do it Planning has joined the Nichizei Group, embarking on a new phase of growth with the ambitious goal of becoming "Japan's largest FP company."

About Nichizei Holdings

Chairman and CEO Masatoshi Yoshida leads Nichizei Holdings, a company recognized for its expertise in financial and real estate consulting. The firm seeks to strengthen its existing business through this merger, which promises to enhance its service offerings and expand its market reach.

Advisor Insights

The advisor for this significant M&A transaction was Yamada Kei, a senior member of M&A Capital Partners. After graduating from university, Yamada built a career in a major financial institution, offering consultation services primarily to entrepreneurs and high-net-worth individuals. His expertise lies in asset management, inheritance planning, and risk management. Having often received inquiries regarding M&A strategies and business succession, Yamada joined M&A Capital Partners to enhance his contributions in this vital area. His track record covers a wide array of industries, including finance, real estate, IT, and healthcare.

Company Overview

M&A Capital Partners, listed on the Tokyo Stock Exchange under code 6080, is located in the heart of Tokyo's Chuo ward. The company specializes in M&A brokerage, offering tailored services to businesses aiming for strategic growth. With a commitment to helping clients navigate complex financial landscapes, M&A Capital Partners continues to establish itself as a leader in the field.

In conclusion, the merger between Do it Planning and Nichizei Holdings stands as a testament to the dynamic evolution of the financial consulting industry in Japan. As both companies embark on this collaborative journey, it will be fascinating to watch how this partnership unfolds and impacts the broader market.