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Mergers and Acquisitions

M&A

18 July 2019 • By Sarah Simpkins • 1 min read

Xplore exits Qld firm

Investment services provider Xplore Wealth has sold its 50 per cent stake in Queenland-based McGregor Wealth Management, following an industry shift ...

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FNZ play to stop SS&C in takeover war tanked

Fintech FNZ Group has been turned down by the Takeovers Panel in its effort to block investment software supplier SS&C Technologies in the bidding ...

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Keybridge launches litigation against Aurora

Keybridge Capital has been suspended from trading on the ASX after it told shareholders it commenced a lawsuit against Aurora Corporate

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YBR exits Smarter Money Investments

Yellow Brick Road Holdings has continued its shift away from wealth management, having sold its 50 per cent equity interest in Smarter Money ...

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Twelve Wealth and Minchin Moore join forces

Financial planning firm Twelve Wealth has merged with advice practice Minchin Moore in response to the changing advice landscape. The merger of the ...

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IOOF, JP Morgan cast off Ord Minnett

IOOF and JP Morgan have agreed to sell their stakes in longstanding broking and wealth manager company Ord Minnett, leaving a consortium of private ...

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Clime moves in on CBG Capital

Clime Capital has made a bid to acquire CBG Capital, having proposed to buy all of the firm’s shares in an off-market takeover. Clime has offered ...

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Shaw and Partners buys DJ Carmichael

National wealth management house Shaw and Partners has said that it is looking to expand its presence in WA, having acquired one of Australia’s oldest ...

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MyState sells wealth business for $3.5m

MyState Limited announced today that it has entered into a sale agreement with Fiducian Group Limited for the acquisition of MyState’s retail ...

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John Bridgeman could finally secure pirate fund

Investment manager John Bridgeman could be about to take over troubled Brisbane fund Benjamin Hornigold, following the resignation of all of the ...

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