Abri is a multifaceted organization operating across various sectors, including real estate, healthcare, biotechnology, and financial services. Each division of Abri is dedicated to delivering specialized services and products, contributing significantly to their respective industries.
Background
Real Estate Division: Abri's real estate arm focuses on providing housing facilities across the south of England. The company is committed to building sustainable communities and offering equal opportunities for all residents. With a history dating back to 1925, Abri manages approximately 50,000 homes, serving around 114,000 residents.
Healthcare Division: Formerly known as Senior Care Centers, Abri Health Care offers skilled nursing services, short-term rehabilitation, long-term care, and assisted living across 22 locations in Texas. The division emphasizes providing high-quality care and support to its residents.
Biotechnology Division: Abri's biotechnology sector specializes in providing rare, highly characterized biological samples. The company ensures timely delivery and full regulatory compliance, supporting clients in expediting their time to market.
Financial Services Division: Operating under the name Abri, this division offers comprehensive financial planning services. The team comprises certified financial planners and tax professionals dedicated to helping clients achieve their financial goals.
Key Strategic Focus
Real Estate Division: Abri aims to create sustainable homes and communities, empowering individuals to improve their life chances. The company focuses on building stronger communities and transforming services to meet the evolving needs of residents.
Healthcare Division: The strategic focus is on expanding operations through ownership and management of facilities, ensuring high-quality care for residents, and providing greater opportunities for investors.
Biotechnology Division: Abri excels in understanding regulatory environments and project management, enabling the commercialization of regulated products. The company is dedicated to delivering high-quality biological samples efficiently and compliantly.
Financial Services Division: Abri's mission is to be the premier destination for clients seeking financial advice and for advisors to provide it. The firm emphasizes character, competency, and care in its advisory services.
Financials and Funding
Real Estate Division: Abri is a privately held company with a workforce of approximately 1,225 employees. The company has expanded through mergers and acquisitions, including the merger with Yarlington Housing Group in 2019 and the acquisition of Silva Homes in 2023.
Healthcare Division: In 2021, Abri Health Care underwent a management-led buyout, acquiring all equity in the company. The division operates 22 centers throughout Texas and plans to expand by purchasing and leasing additional facilities.
Biotechnology Division: Abri operates as an independent entity, generating revenue between $100 million and $250 million, with a team of 98 employees.
Financial Services Division: As of the latest filing, Abri reported managing assets totaling $23,238,001 across 152 clients, with an average client size of $152,881.
Pipeline Development
Real Estate Division: Abri continues to develop new housing projects and community initiatives, focusing on sustainability and community empowerment.
Healthcare Division: The division is actively seeking to expand its portfolio by acquiring and leasing additional facilities in Texas and beyond.
Biotechnology Division: Abri is dedicated to expanding its collection of rare biological samples, ensuring compliance with regulatory standards, and supporting clients in product development.
Financial Services Division: The firm focuses on enhancing its advisory services, incorporating advanced financial planning tools, and expanding its client base across multiple states.
Technological Platform and Innovation
Real Estate Division: Abri leverages modern construction techniques and sustainable building practices to develop energy-efficient homes and communities.
Healthcare Division: The division utilizes advanced healthcare technologies and electronic health records to enhance patient care and operational efficiency.
Biotechnology Division: Abri employs proprietary methodologies for the collection and characterization of biological samples, ensuring high quality and regulatory compliance.
Financial Services Division: The firm integrates cutting-edge financial planning software and data analytics to provide personalized and efficient client services.
Leadership Team
Real Estate Division:
- Gary Orr: Group Chief Executive Officer & Board Member
- Caroline Moore: Chief Financial Officer & Board Member
- Ralph Facey: Executive Director, Operations
- Savi Bhamra: Head of Equality, Diversity, and Inclusion
Healthcare Division:
- Mike Templeton: Chief Operating Officer
- Anthony Arnaudy: Chief Financial Officer
Biotechnology Division:
- Mehdi Afshar: Chief Executive Officer
Financial Services Division:
- Zack Wallace, CFP®, CLU®, RICP®: Founder
- Logan Johnson, EA®: Advisor & Director of Business Owner Services
- Morgan Murray, CFP®, CDFA®: Advisor
- Nate Wallace, FRC®: Associate
- Nick Pidgorodetskiy, EA®: Associate
- John Hanna, CPA®: Tax Director
- Paul Biegel, CPA®: Accountant
- Jordan Walker: Marketing
- David Millar, JD: Compliance Attorney
Leadership Changes
In 2021, Abri Health Care underwent a management-led buyout, resulting in the current leadership team acquiring all equity in the company.
Competitor Profile
Real Estate Division:
- Highland Homes: Provides real estate management services.
- Cluttons: Offers property consultancy services.
- Total Environment: Specializes in real estate development.
- Robertsday: Provides integrated planning, design, and architecture services.
Healthcare Division:
- Genesis HealthCare: Operates skilled nursing facilities and senior care services.
- Brookdale Senior Living: Offers assisted living and retirement communities.
Biotechnology Division:
- Integrium: Provides clinical research services.
- NeoGen Stem Cell Institute: Specializes in stem cell research and therapies.
Financial Services Division:
- Mercer Advisors: Offers comprehensive financial planning and investment management.
- Merit Financial Advisors: Provides wealth management and financial planning services.
Strategic Collaborations and Partnerships
Real Estate Division: Abri collaborates with local authorities and community organizations to develop housing projects and community initiatives.
Healthcare Division: The division partners with healthcare providers and organizations to enhance service offerings and patient care.
Biotechnology Division: Abri works with research institutions and pharmaceutical companies to provide high-quality biological samples for research and development.
Financial Services Division: The firm collaborates with tax professionals and legal advisors to offer comprehensive financial planning services.
Operational Insights
Real Estate Division: Abri's commitment to sustainability and community development positions it as a leader in the housing sector, differentiating it from competitors through its focus on building stronger communities.
Healthcare Division: The division's strategic focus on ownership and management of facilities ensures high-quality care for residents and greater opportunities for investors.
