Submit Deal

Paul Barrett

CEO at AZ NEXT GENERATION ADVISORY

Manager

Deal Bio

Total Deals8

Valued Deals2

Total Value£ 248 M

Avg. Deal Size£ 124 M

Market Context

Sort

01 Aug 2022|Australia|Business Process Outsourcing

Target: VIRTUAL BUSINESS PARTNERS

Bidder: INVEST BLUE

4 Service Providers

1 Target | 3 Bidder

12 Dealmakers

1 Target | 11 Bidder

n/a

Value

29 Nov 2022|Australia|Asset Managers and Custodians

Target: SCM FINANCIAL GROUP

Bidder: AZ NEXT GENERATION ADVISORY

3 Service Providers

1 Target | 2 Bidder

8 Dealmakers

1 Target | 7 Bidder

n/a

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

31 Jul 2023|Australia|Diversified Financials

Target: FOSTER RAFFAN IPLAN

Bidder: AZ NEXT GENERATION ADVISORY

3 Service Providers

1 Target | 2 Bidder

3 Dealmakers

2 Target | 1 Bidder

n/a

Value

13 Nov 2023|Australia|Diversified Financials

Target: AUSTRALIAN UNITY (FINANCIAL ADVICE BUSINESS)

Bidder: LICENSEE FORTNUM PRIVATE WEALTH

3 Service Providers

3 Bidder

2 Dealmakers

2 Bidder

n/a

Value

30 Sep 2024|Australia|Transaction Processing

Target: AZ NEXT GENERATION ADVISORY

Bidder: OAKTREE CAPITAL MANAGEMENT LP

8 Service Providers

4 Target | 4 Bidder

20 Dealmakers

16 Target | 4 Bidder

£ 123 M

Value

30 Sep 2024|Australia|Asset Managers and Custodians

Target: AZ NGA (FINANCIAL ADVISORY AND ACCOUNTING NETWORK)

Bidder: OAKTREE CAPITAL MANAGEMENT LP

7 Service Providers

3 Bidder | 4 Vendor

3 Dealmakers

1 Bidder | 2 Vendor

£ 123 M

Value

11 Sep 2025|Australia|Management Consulting

Target: MIQ PRIVATE WEALTH

Bidder: AZ NEXT GENERATION ADVISORY

4 Service Providers

1 Target | 3 Bidder

15 Dealmakers

1 Target | 14 Bidder

n/a

Value

By continuing, you agree to our Terms & Conditions and our Data Privacy Policy