Oreana partners with Encore on funding/growth offer

Mike Taylor

Managing Editor/Publisher, Financial Newswire

6 March 2025

Oreana Partnerships has declared that it is agnostic as to licensing arrangements as it has sought to showcase a new funding and growth model it has put in place with Encore Advisory Group.

Oreana has announced the new flexible equity model which it says is underpinned by a. Strategic partnership with Encore Advisory Group which sees Oreana providing the capital solutions and support services while Encore provides support to business owners around strategy decisions.

Commenting on the approach, Oreana Partnerships managing director, Jonathan Christie said it responded to the demand for capital solutions which do not require business owners to give up control.

“Business owners have told us they want access to flexible equity solutions that align with their growth, succession, and equity realisation goals – on their own terms. We also know that businesses at scale require expert practice management support to navigate these transitions successfully.”

“Unlike traditional models, our partnership with Encore provides a complete solution – capital, expertise, and execution support – without forcing owners into rigid structures or compromising client outcomes,” he said.

Under the arrangement, the equity solutions offered through the partnership will be backed by the Oreana Partners Fund with Christie saying his firm remains agnostic on licensing arrangements, allowing businesses to maintain full control over their license structure.

“We partner with businesses based on values, governance, and leadership says Jonathan Christie. “Whether you operate your own license or are an authorised representative, our priority is aligning with businesses that share our commitment to high-quality advice and long-term success.”

Encore Advisory Group chief executive and managing partner, Mark Zaglas said his firm’s role is to help business owns unlock scalable growth, secure the right funding and transition their business in a way that protects their legacy.

“With Oreana’s flexible capital solutions and our deep expertise in business strategy and execution, this partnership provides an alternative pathway for entrepreneurial advice businesses looking to scale, transition, or realise equity – without losing autonomy.”