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Mergers and Acquisitions

M&A

29 June 2016 • By Tim Stewart • 1 min read

Keybridge Capital sells Aurora Funds Management

Boutique firm Aurora Funds Management will have its second owner in less than two years following its sale to Seventh Orion, set for this Thursday 30 ...

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AZ NGA hits $3.1bn in AUM

Italian-backed AZ Next Generation Advisory (AZ NGA) has acquired a NAB-licensed financial planning firm, taking the company's assets under management ...

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Deloitte acquires asset management consultant

Financial services consultancy Deloitte has bolstered its asset management division with the acquisition of a global strategy specialist

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Spheria Asset Management joins Pinnacle Group

Recently formed small and micro-cap manager Spheria Asset Management has joined Pinnacle Investment Management. Spheria Asset Management was set up ...

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First State Super acquires StatePlus

First State Super has entered into a binding agreement with State Super to acquire the financial planning network StatePlus. The transaction is ...

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Global wealth firm expands to Australia

Melbourne-based financial planning firm MW Lomax has become the first Australian company to join US-based Focus Financial Partners' network of ...

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AZ NGA continues down acquisition trail

Italian-backed financial services firm AZ Next Generation Advisory (AZ NGA) has bought its 10th financial planning practice. In an announcement ...

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State Street to acquire GE Asset Management

State Street Corporation has announced it will acquire GE Asset Management. In a statement, State Street said its acquisition of GE Asset ...

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Zurich Australia to acquire Macquarie Life

Zurich Australia has won the race to acquire Macquarie's life insurance business, with the transaction expected to take place in the second half of ...

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'Pool of capital' available for Aussie M&A

The Australian M&A market is set for another strong year in 2016, buoyed by a lower Australian dollar, a stable economy and the finalisation of ...

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