private equity

Financial planning

PE wave spells good news for financial services recruitment

Private equity players’ rising interest in Australian financial services is driving an uptick in job vacancies as acquirers bring on new staff, leaving sellers to questio...

Funds management

Manager selection a ‘critical risk’ in private markets

Lonsec and SQM Research have highlighted manager selection as a crucial risk for financial advisers when it comes to private market investments, particularly due to the c...

Financial planning

Mason Stevens CEO on its PE-fuelled growth trajectory

Having rejected the possibility of an IPO, Mason Stevens’ CEO details why the wealth platform went down the PE route and how it intends to accelerate its growth ambitions...

Financial planning

‘Everyone’s a winner’ in Australia’s PE advice landscape

Rather than taking a controlling approach, the latest generation of overseas private equity deals is helping advice firms to achieve their growth ambitions, three comment...

Financial planning

Will Insignia’s cyber attack deter PE acquirers?

With Insignia Financial suffering a cyber attack on its Expand platform, this can potentially have a negative impact on the two private equity bids currently in play for ...

Funds management

HMC Capital flags upcoming private equity fund

The alternative investment manager has signalled its intentions to repackage an existing fund into a second private equity vehicle, targeting both listed and unlisted opp...

Funds management

PE firm completes acquisition of Mason Stevens

The acquisition of Mason Stevens by Adamantem Capital has reached completion, as the wealth platform looks to increase investment into its services for Australian wealth ...

Financial planning

An Insignia quarter: How much have shares risen since first M&A bid?

Three months on from the first Insignia Financial bid from Bain Capital, what developments have taken place and how have the firm’s shareholders benefitted? ...

Financial planning

Advisers experiencing ‘champagne problem’ with pricing power

The financial advice industry is experiencing a “champagne problem” regarding pricing, with advice firms seeing no need to cut their prices to remain competitive. ...

Funds management

5 questions when considering a semi-liquid fund

Bfinance Australia has shared five questions to ask when considering a semi-liquid private equity fund as their assets under management reach US$30 billion. ...

Funds management

Distribution shake-up needed to reach coveted private wealth market

The days of “lunch and a handshake” are long gone for alternative fund managers, Bain & Company has said, as a slick sales organisation is needed if they are to benefit f...

Financial planning

Insignia receives upgraded bids from Bain and CC Capital

Both Bain Capital and CC Capital have made revised bids for Insignia Financial after completing a period of due diligence....

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...

Funds management

Perpetual considers revised KKR proposal after heavy tax treatment

Perpetual’s board is considering a revised proposal from private equity firm KKR following unwelcome ATO tax guidance at the end of 2024....

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...