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24 Feb 2025|Australia|Financial Data and Systems

Target: SELFWEALTH

Bidder: SVAVA

2 Service Providers

2 Target

5 Dealmakers

5 Target

£ 32 M

Value

18 Dec 2024|Australia|Financial Data and Systems

Target: MASON STEVENS

Bidder: ADAMANTEM CAPITAL

3 Service Providers

3 Bidder

3 Dealmakers

3 Bidder

n/a

Value

25 Nov 2024|Australia|Financial Data and Systems

Target: SELFWEALTH

Bidder: BELL FINANCIAL GROUP

2 Service Providers

2 Target

5 Dealmakers

5 Target

£ 30 M

Value

11 Nov 2024|Australia|Financial Data and Systems

Target: COMMONWEALTH BANK OF AUSTRALIA (PERSONAL ADVICE BUSINESS)

Bidder: LGT CRESTONE

3 Service Providers

2 Bidder | 1 Vendor

5 Dealmakers

4 Bidder | 1 Vendor

n/a

Value

08 Aug 2024|Australia|Financial Data and Systems

Target: AMP ADVICE HOLDINGS

Bidder: AZ NEXT GENERATION ADVISORY

2 Service Providers

1 Target | 1 Bidder

13 Dealmakers

2 Target | 11 Bidder

£ 64 M

Value

17 Jun 2024|Australia|Financial Data and Systems

Target: BETASHARES

Bidder: TEMASEK HOLDINGS LIMITED

1 Service Providers

1 Target

1 Dealmakers

1 Target

£ 156 M

Value

04 Oct 2023|Australia|Financial Data and Systems

Target: THE WEALTH DESIGNERS

Bidder: AZ NEXT GENERATION ADVISORY

4 Service Providers

1 Target | 3 Bidder

3 Dealmakers

1 Target | 2 Bidder

n/a

Value

26 Apr 2023|Australia|Financial Data and Systems

Target: YIELDBROKER

Bidder: TRADEWEB

3 Service Providers

1 Target | 2 Bidder

7 Dealmakers

1 Target | 6 Bidder

£ 66 M

Value

22 Feb 2023|Australia|Financial Data and Systems

Target: DATAMESH

Bidder: DEUTSCHE BANK AG

3 Service Providers

1 Target | 2 Bidder

6 Dealmakers

1 Target | 5 Bidder

n/a

Value

22 Aug 2022|Australia|Financial Data and Systems

Target: AUSTRALIAN EXECUTOR TRUSTEES

Bidder: EQUITY TRUSTEES

5 Service Providers

1 Target | 4 Bidder

12 Dealmakers

12 Bidder

£ 78 M

Value

22 Dec 2021|Australia|Financial Data and Systems

Target: GBST (CAPITAL MARKETS DIVISION)

Bidder: FNZ LTD

7 Service Providers

3 Bidder | 4 Vendor

9 Dealmakers

7 Bidder | 2 Vendor

n/a

Value

12 Aug 2021|Australia|Financial Data and Systems

Target: JACARANDA FINANCIAL PLANNING

Bidder: PERPETUAL LIMITED

4 Service Providers

1 Target | 3 Bidder

9 Dealmakers

2 Target | 7 Bidder

n/a

Value

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