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Announced

23 Feb 2023

ClearView Wealth to acquire a 40% stake in Human Financial.

Synopsis

ClearView Wealth, a diversified Australian life insurance and wealth management business, agreed to acquire a 40% stake in Human Financial, a customer-centred investment and wealth management solutions provider. Financial terms were not disclosed.

Principals

target

Human Financial

bidder

Clearview Wealth

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Market Context

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Seller Team (1)

andrew barry

CEO at HUMAN FINANCIAL

Manager

target

Deal

n/a

Total Value

Bidder Team (8)

nadine gooderick

Managing Director at CLEARVIEW WEALTH LTD

Manager

bidder

Deal

n/a

Total Value

sam gonski

Solicitor at Herbert Smith Freehills

Lawyer

bidder

Deals

£ 1.72 B

Total Value

lucinda grant

Solicitor at Herbert Smith Freehills

Lawyer

bidder

Deals

£ 4.85 B

Total Value

tamanna islam

Senior Associate at Herbert Smith Freehills

Lawyer

bidder

Deals

£ 6.80 B

Total Value

shan-verne liew

Senior Associate at Herbert Smith Freehills

Lawyer

bidder

Deals

£ 21 M

Total Value

michael vrisakis

Partner at Herbert Smith Freehills

Lawyer

bidder

Deals

£ 2.08 B

Total Value

matthew fitzgerald

Partner at Herbert Smith Freehills

Lawyer

bidder

Deals

£ 12.48 B

Total Value

nini lu

Solicitor at Herbert Smith Freehills

Lawyer

bidder

Deals

£ 97 M

Total Value

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