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  5. ANZ Wealth Australia Acquires Oasis Asset Management

M&A Deal Summary

ANZ Wealth Australia Acquires Oasis Asset Management

On March 26, 2006, ANZ Wealth Australia acquired financial services company Oasis Asset Management from Pacific Equity Partners

Acquisition Highlights
  • This is ANZ Wealth Australia’s 1st transaction in the Financial Services sector.
  • This is ANZ Wealth Australia’s 1st transaction in Australia.

M&A Deal Summary
Date 2006-03-26
Target Oasis Asset Management
Sector Financial Services
Buyer(s) ANZ Wealth Australia
Sellers(s) Pacific Equity Partners
Deal Type Add-on Acquisition

Target

Oasis Asset Management

North Sydney, NSW, Australia
Oasis Asset Management provides superannuation and non-superannuation services, including master trust, wrap account trustee and administration services.

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Buyer(S) 1

Buyer

ANZ Wealth Australia

Sydney, Australia
Category Company
Founded 1878
Sector Financial Services
DESCRIPTION

ANZ Wealth Australia Ltd. operates as a wealth management company that provides wealth, insurance, and advice solutions in Australia.

DEAL STATS #
Overall 1 of 1
Sector: Financial Services M&A 1 of 1
Type: Add-on Acquisition M&A Deals 1 of 1
Country: Australia M&A 1 of 1
Year: 2006 M&A 1 of 1

Seller(S) 1

SELLER

Pacific Equity Partners

Sydney, Australia

Investor Investor Investor Investor Investor

Category Private Equity Firm
Founded 1998
PE ASSETS 10.0B AUD
Size Mega
Type Sector Agnostic
DESCRIPTION

Pacific Equity Partner (PEP) is a private equity firm focused on buyout and late stage expansion capital investments in Australia and New Zealand. PEP typically partners with management teams in acquiring businesses and focuses on transactions valued up to AU$1 Billion. The Firm prefers control situations and typically holds investments for three to six years. PEP will not invest in start-ups or unprofitable businesses, as well as gambling or tobacco companies. Pacific Equity Partners was formed in 1998 and is based in Sydney, Australia. The Firm targets various industries.

DEAL STATS #
Overall 3 of 23
Sector: Financial Services M&A 1 of 3
Type: Add-on Acquisition M&A Deals 3 of 13
Country: Australia M&A 2 of 15
Year: 2006 M&A 2 of 3
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2006-02-28 AMR Interactive Group Pty

St Leonards,NSW, Australia

AMR Interactive is an Australian market research company offering a full range of research services to clients across a broad range of industries including e-commerce, telecommunications, retail, automotive, financial services, tourism, IT and pharmaceuticals.

Sell -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2006-03-31 Griffins Foods

Auckland, New Zealand

Griffins Foods Limited engages in the production and distribution of biscuits and snacks.

Buy NZ$385M
Mergr

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