M&A

Financial planning

How to be a ‘sale-ready’ financial advice practice

Financial advice businesses are being urged to create an information memorandum for their practices to ensure they are “sale-ready” at all times amid the current opportun...

Funds management

BlackRock completes acquisition of research house Preqin

BlackRock has completed its acquisition of private markets research house and data provider Preqin, having first been announced last July. ...

Funds management

Interested buyers circle to pick up Perpetual wealth division

Perpetual CEO Bernard Reilly says there has been “extensive interest” in the firm’s wealth management division following the termination of the KKR deal with Morningstar ...

Funds management

PM Capital bids for 2 Platinum LICs

PM Capital’s Global Opportunities Fund has made a binding offer to acquire the two listed investment companies run by Platinum Asset Management. ...

Funds management

Why did Regal back out of Platinum bid?

Regal Partners has expanded on its decision to walk away from a potential acquisition of Platinum as it shares its full-year results. ...

Funds management

Selfwealth switch-up as platform commits to rival bidder

Despite having entered into a scheme of arrangement with Bell Financial Group last week, Selfwealth has opted to now progress with a bid from rival Svava instead....

Financial planning

Wealth players experience FOMO amid heated M&A environment

Large wealth management players are increasingly taking an opportunistic approach to their M&A deals rather than a strategic one, while a fear of missing out is driving s...

Funds management

Selfwealth M&A battle continues with Svava binding proposal

Following the announcement last week that Selfwealth had formally commenced into a scheme of arrangement with Bell Financial Group, Svava has put forward a binding propos...

Funds management

Selfwealth updates on 2 competing acquisition bids

Selfwealth has provided an update on the status of its scheme implementation deed with Bell Financial Group as well as whether rival bidder Svava remains in the picture. ...

Financial planning

Insignia’s Hartley seeks to expedite 3-way M&A process

Insignia Financial chief executive Scott Hartley has detailed whether the firm will be selecting an exclusive bidder for the second phase of due diligence as it awaits re...

Financial planning

‘Silver tsunami’ of business retirees to propel M&A surge

Australian dealmakers are expectant of deals in 2025 to come from a silver tsunami of retiring practice owners who are planning for their succession, with generational sh...

Financial planning

Refining tech crucial for advice M&A prep

As financial advice continues to be a major target for M&A, intelliflo has encouraged practices to improve their processes and data management before prospective buyers c...

Expert Analysis

A private equity perspective on navigating M&A due diligence

With private equity players taking an interest in acquiring Australian financial planning businesses, what are these firms prioritising when evaluating a potential target...

Financial planning

Link Wealth grows national presence with Hobart acquisition

Financial services firm Link Wealth has purchased a majority stake in a Hobart-based advice business, its latest move as it makes a strategic expansion across the country...

Funds management

GDG confirms acquisition of Evidentia

Generation Development Group has confirmed it is to acquire 100 per cent of Evidentia Group to create a managed account provider with over $25 billion in funds under mana...