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Cover Image Rob Adams

Rob Adams

CEO at PERPETUAL LIMITED

Investor

Deal Bio

Total Deals9

Valued Deals7

Total Value£ 6.59 B

Avg. Deal Size£ 942 M

Market Context

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27 Jul 2020|United States|Asset Managers and Custodians

Target: BARROW HANLEY MEWHINNEY & STRAUSS

Bidder: PERPETUAL LIMITED

9 Service Providers

2 Target | 4 Bidder | 3 Vendor

13 Dealmakers

2 Target | 6 Bidder | 5 Vendor

£ 250 M

Value

12 Oct 2020|Australia|IT Services: Other

Target: LINK GROUP

Bidder: PACIFIC EQUITY PARTNERS PTY

9 Service Providers

5 Target | 3 Bidder | 1 Vendor

9 Dealmakers

6 Target | 2 Bidder | 1 Vendor

£ 1.67 B

Value

13 Sep 2021|United States|Software

Target: COPADO

Bidder: IBM VENTURES

10 Service Providers

1 Target | 9 Bidder

11 Dealmakers

2 Target | 9 Bidder

£ 101 M

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

05 Oct 2021|Australia|Diversified Financials

Target: LAMINAR CAPITAL

Bidder: PERPETUAL LIMITED

5 Service Providers

2 Target | 3 Bidder

8 Dealmakers

2 Target | 6 Bidder

n/a

Value

04 Apr 2022|Australia|Asset Managers and Custodians

Target: PENDAL GROUP LTD

Bidder: PERPETUAL LIMITED

8 Service Providers

6 Target | 2 Bidder

11 Dealmakers

5 Target | 6 Bidder

£ 1.37 B

Value

03 Nov 2022|Australia|Private Equity

Target: PERPETUAL LIMITED

Bidder: BPEA EQT

5 Service Providers

2 Target | 3 Bidder

9 Dealmakers

5 Target | 4 Bidder

£ 976 M

Value

27 Jun 2022|Australia|Private Equity

Target: PERPETUAL LIMITED

Bidder: PARTNERS GROUP

3 Service Providers

1 Target | 2 Bidder

4 Dealmakers

1 Target | 3 Bidder

£ 1.08 B

Value

08 May 2024|Australia|Private Equity

Target: PERPETUAL (WEALTH MANAGEMENT AND CORPORATE TRUST BUSINESSES)

Bidder: KKR & CO

10 Service Providers

4 Bidder | 6 Vendor

20 Dealmakers

10 Bidder | 10 Vendor

£ 1.15 B

Value

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