ACQUISITION

Funds management

The board of Platinum Asset Management has reached a “unanimous conclusion” regarding a proposal from Regal Partners to acquire the company....

Funds management

Australian Ethical has completed its acquisition of sustainable fixed income manager Altius Asset Management from Australian Unity....

Financial planning

A dispute between Sequoia Financial Group and individual Tim McGowen has reached a conclusion, following a problematic acquisition of three companies....

Funds management

Magellan has seen its statutory net profit after tax rise by almost a third in FY24, as it announces a minority stake acquisition in a $22 billion investment manager. ...

Funds management

Generation Development Group has shared the outcome of its EGM regarding its plans to fully acquire Lonsec through remaining shares....

Funds management

Fund manager Merlon Capital Partners has announced it has acquired the minority stake in the business previously owned by Fidante. ...

Funds management

HMC Capital has completed its acquisition of private credit fund manager Payton Capital as it seeks to take advantage of the burgeoning opportunity in the asset class....

Funds management

Regal Partners has entered into agreement to acquire private capital and alternative investment specialist Merricks Capital for $235 million....

Funds management

Alternative asset manager HMC Capital has announced it will acquire private real estate debt manager Payton Capital in a bid to establish a $5 billion private credit plat...

Funds management

Asset manager Janus Henderson has made two acquisitions in the ETFs and emerging markets space as it takes strategic steps to meet client needs....

Financial planning

Count Financial’s acquisition strategy shows no signs of slowing down, as the company’s equity firm acquires a $1.4 million stake in a Gold Coast accounting business....

Financial planning

Centrepoint Alliance has reported a 63 per cent NPAT growth for 1H24 and is looking to its existing licensee network to enact their own acquisitions as they look for succ...

Financial planning

Count has made its latest acquisition of a company that provides offshore services for advisers out of India, continuing the expansion of its services segment....

Financial planning

Advisory and asset management group Prime Financial has announced it will acquire a fund management platform and its two funds as it seeks to launch a diversified alterna...

Financial planning

Sequoia is seeking $3.5 million in damages from Tim McGowen, following the acquisition of Informed Investor in April 2022. ...

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