返回成功案例
金融服务

Powerwrap has been acquired via an off-market takeover by Praemium

Powerwrap Limited (ASX:PWL) has been acquired via an off-market takeover by Praemium Limited (ASX:PPS). The merger will create one of Australia’s largest independent specialist platform providers, with combined funds under administration of over US$20 billion. The transaction provides Powerwrap’s shareholders with greater liquidity and marketability through exposure to a company with a target market capitalization and benefits from a valuation re-rate.

Powerwrap is one of Australia’s leading wealth management platforms, offering a comprehensive suite of investment, administration and shared services to high-net-worth investors.

Praemium is a global leader in the provision of integrated managed accounts platform technology, investments and financial planning solutions.

Oaklins’ team in Australia acted as the sell-side advisor to Powerwrap, supporting the board through the entire sale process, from the initial strategic review and takeover defense, through to the board reaching unanimous support for Praemium’s offer and full divestment.

我们的服务
交易方
“The Powerwrap board engaged the Oaklins team after receiving a takeover approach. We were pleased with their advice on the potential transaction. They understood the opportunity and how to get the transaction done in a way that created value for all involved. Thank you to the whole team for your judgement, commerciality and pragmatic approach which helped achieve a great outcome.”

Anthony Wamsteker

Chairman, Powerwrap Limited

联系交易团队

Scott McInnes

董事总经理
墨尔本, 澳大利亚
Oaklins Henslow

Justin Lewis

董事总经理
墨尔本, 澳大利亚
Oaklins Henslow

相关交易

True Securitizadora has been acquired by Opea
金融服务

True Securitizadora has been acquired by Opea

The private shareholders of True Securitizadora have sold the company to Opea Securitizadora. The acquisition is part of Opea’s strategy to expand its portfolio of services and products, and reinforce its operations in securitization.

更多信息
FRP Advisory Group plc has finalized a successful secondary placing
金融服务

FRP Advisory Group plc has finalized a successful secondary placing

FRP Advisory Group plc has completed a fundraising. The book was oversubscribed and approximately £20.4 million (US$33 million) of shares were sold by certain directors and partners of FRP to new and existing institutional investors at 128 pence per ordinary share.

更多信息
Tabula Investment Management has been acquired by Janus Henderson Group plc
金融服务

Tabula Investment Management has been acquired by Janus Henderson Group plc

Tabula Investment Management has been sold to Janus Henderson Group plc. The deal builds on Janus Henderson’s extremely successful active fixed income ETF proposition in the US, where it is the fourth largest provider of active fixed income ETFs by assets under management. The transaction is expected to complete in the second quarter of 2024, subject to usual closing conditions, including regulatory approvals.

更多信息