Perpetual - M&A Summary and Business Overview

Financial ServicesCompany

Perpetual M&A Summary

Perpetual has acquired 4 companies, including 1 in the last 5 years.

Perpetual’s largest acquisition to date was in 2020, when it acquired Barrow Hanley Mewhinney & Strauss for $319M. Perpetual has acquired in 1 US state, and 2 countries. The Company’s most targeted sectors include financial services (75%) and business services (25%).

Perpetual Business Overview

Where is Perpetual headquartered?

Perpetual is headquartered in Sydney, Australia.

What is Perpetual’s revenue?

Perpetual disclosed revenue of 1,304M AUD for 2024 and 996M AUD for 2023.

How many employees does Perpetual have?

Perpetual has 1,877 employees.

What sector is Perpetual in?

Perpetual is a financial services company.

When was Perpetual founded?

Perpetual was founded in 1886.

M&A Summary

M&A Total Activity4
- M&A Buy Activity4
Total Sectors Invested 2
Total Countries Invested 2
M&A Buy/Sell Connections 1

Perpetual

Perpetual Ltd.

Angel Place, Level 18,
Sydney, NSW 2000
Australia,
61 2 9229 9000
www.perpetual.com.au

Perpetual is an independent and diversified financial services group providing specialised investment management, wealth advice and corporate fiduciary services to individuals, families, financial advisers and institutions. Perpetual was founded in 1884 and is based in Sydney, Australia.

M&A Summary

Buy vs Sell

Year		≤ '20	'21	'22	'23	'24	'25	T
Buy (0.0/yr)	#	4	-	-	-	-	-	4
Buy (0.0/yr)	vol	$333M						$333M
Sell (0.0/yr)	#	-	-	-	-	-	-	0
								4

Most Recent M&A

Company	Date	Value	Type
Barrow, Hanley, Mewhinney & Strauss, LLC	2020-07-26	319M USD	Divestiture
Dallas, Texas · www.barrowhanley.com
The Trust Co. Ltd.	2013-12-03	-	Add-on Acquisition
Sydney, Australia · www.thetrustcompany.com.au
Grosvenor Financial Services	2009-09-30	14M AUD	Add-on Acquisition
Sydney, Australia
Financial Pursuit Pty. Ltd.	2009-03-18	-	Add-on Acquisition
, Australia
View All >>

M&A by Sector

Sector	Buy #	Value	Sell #	Value
Financial Services	3 (75%)	14M (4%)	-	-
Business Services	1 (25%)	319M (96%)	-	-
Total	4	$333M	-	-

By Geo

State/Country		Buy	Value	Sell	Value
Australia		3	14M	-	-
United States		1	319M	-	-
	Texas	1	319M	-	-
Domestic		3 (75%)	14M (4%)	-	-
Cross-border		1 (25%)	319M (96%)	-	-
Total		4	$333M	-	-

Deal Values

buy	#	Total
$100M to $1B	1	$319M
< $100M	1	$14M
TOTAL		$333M
Largest	Barrow, Hanley, Mewhinney & Strauss, LLC $319M (2020-07-26)

M&A Connections

		Deals
Acquired from
Strategic(s)	25%	1 (25%)

Company Summary

SECTOR

Financial Services

Revenue

1,304 31%	2024
996 32%	2023
755 22%	2022
623 29%	2021
484 5%	2020
509 4%	2019
527 5%	2018
504 4%	2017
488	2016
(millions of AUD)	Show More Show Less

Employees

1,877

Established

1886

Public

Australia (ASX): PPT

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Perpetual - M&A Summary and Business Overview

Financial ServicesCompany