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Paul Barrett

CEO at AZ NEXT GENERATION ADVISORY

Manager

Deal Bio

Total Deals6

Valued Deals1

Total Value£ 124 M

Avg. Deal Size£ 124 M

Market Context

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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

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