M&A

Financial planning

National advice firms enact major merger

Two national advice businesses have merged to form a leading holistic advice business with $2.5 billion in funds under management....

Funds management

BlackRock flags US$190bn private solutions platform launch

BlackRock has successfully completed its acquisition of global credit investment manager HPS Investment Partners, with the intention now to create a US$190 billion privat...

Funds management

Metrics progresses consumer lending expansion with 2 acquisitions

Metrics Credit Partners has completed the acquisition of Taurus Finance Group and BC Investment Group as it looks to launch consumer lending arm Navalo....

Financial planning

Shaw and Partners’ CEO on his NZ goals post-ISG deal

Shaw and Partners chief executive, Earl Evans, has said the firm is seeking to double the assets under management at its latest New Zealand acquisition ISG, having made t...

Funds management

Regal Partners buys into hotel investor ahead of fund launch

Regal Partners has announced its latest alternatives acquisition, taking a 50 per cent stake in real estate and advisory platform Ark Capital Partners ahead of a future h...

Financial planning

3 areas to expect asset and wealth management M&A in H2

At the halfway point of the year, consolidation pressures continue to drive financial services M&A with three areas identified as targets for asset and wealth managers, a...

Financial planning

Shaw and Partners enters NZ with $62m acquisition

Aussie wealth manager Shaw and Partners has made its entry into the New Zealand market with a 75 per cent acquisition of investment firm Investment Services Group....

Funds management

Perennial Partners takes majority stake in responsible manager

Perennial Partners has acquired a majority stake in Melior Investment Management which will see it take over management of the Melior Australian Impact Fund....

Financial planning

Findex appoints senior M&A role to boost brand awareness

International advice group Findex has appointed a senior individual to spearhead its M&A and growth operations across Australia and New Zealand, seeking to make the brand...

Funds management

Platinum updates on L1 merger as due diligence concludes

Platinum Asset Management has provided an update on the possibility of a merger with asset manager L1 Capital following a period of due diligence....

Financial planning

Insignia shares’ rollercoaster ride during M&A bidding war

Having peaked at more than 40 per cent growth since the first M&A bid, Insignia Financial shares have returned to earth six months later as the company awaits a final dec...

Financial planning

Link Wealth expands into Qld with advice acquisition

Link Wealth has acquired a Queensland advice firm, its first presence in the state, as it believes the state is “underserved” with financial advice....

Funds management

AUSIEX completes FIIG acquisition, focus on adviser expansion

AUSIEX has completed its acquisition of fixed income provider FIIG Holdings, aiming to increase the number of products and services it offers for advisers....

Financial planning

Advice M&A in Q2 outpacing previous quarter

With LGT Crestone completing its acquisition of CBA’s advice firm this week, advice deals in the second quarter of 2025 are already outpacing the previous one with one mo...

Financial planning

Iress completes superannuation business divestment

The financial services software firm has confirmed the finalised sale of its superannuation business to Apex Group as it increases focus on other key functions within the...