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PRIVATE EQUITY
Financial planning
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’s board is considering a revised proposal from private equity firm KKR following unwelcome ATO tax guidance at the end of 2024....
Expert Analysis
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
Stellan Capital’s new CEO Jim DeCarlo says he will use his US experience to organically double the firm’s assets to $2 billion within 18 months, and believes overseas PE ...
Financial planning
Insignia Financial has announced total quarterly net inflows of $2.3 billion as well as a third bid from Bain Capital. ...
Funds management
Former Ophir Asset Management chief executive, George Chirakis, has joined private equity manager Scarcity Partners, while the asset manager has appointed a replacement f...
Financial planning
Insignia Financial has granted CC Capital access to select company information in the hope of securing an improved offer from the private equity firm....
Financial planning
As global PE firms scope out the Australian wealth management industry, Finura predicts which other local names may potentially receive a takeover offer this year....
Financial planning
Insignia Financial has issued a statement to the ASX regarding a potential bid from a third global private equity business to acquire the firm....
Features
With numerous private equity firms taking an interest in Australia, Money Management explores their backgrounds and the leading players who could take a stake....
Financial planning
Insignia Financial has received a takeover bid from a second US firm, topping Bain Capital’s offer with a bid of $4.30 per share....
Funds management
Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...
Financial planning
The board of Insignia Financial has reached a decision regarding the possible acquisition of the firm by US private equity giant Bain Capital. ...
People & Products
Ares Management has announced a new offering aimed at providing Australian wholesale clients, investors access to its private equity investment strategies, anchored in se...
Financial planning
The potential $2.7 billion bid for Insignia from US private equity player Bain Capital could be hard for shareholders to resist and would “open the floodgates” for US fir...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...