Add-on Acquisition • Financial Services

Australian Unity Acquires Flinders Australia

On June 25, 2015, Australian Unity acquired financial services company Flinders Australia

Acquisition Context

This is Australian Unity’s 1st transaction in the Financial Services sector.
This is Australian Unity’s 2nd transaction in Australia.

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M&A Deal Summary
Date	June 25, 2015
Target	Flinders Australia
Sector	Financial Services
Buyer(s)	Australian Unity
Deal Type	Add-on Acquisition
Advisor(s)	M&A Partners (Financial)

Target Company

Flinders Australia

West Perth, Australia

Flinders Australia provides trust administration, agency, administrator, executor and estate planning services. Additionally, Flinders assists with the provision of services for native title trusts. Flinders Australia is based in West Perth, Western Australia.

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Buyer Overview 1

Buyer

Australian Unity

Melbourne, Australia

Category	Company
Sector	Healthcare Services

DESCRIPTION

Australian Unity is a wellbeing company, delivering health, wealth and care services for their members and the community. Australian Unity is based in Melbourne, Victoria.

Deal Context for Buyer	#
Overall	2 of 2
Sector: Financial Services	1 of 1
Type: Add-on Acquisition	2 of 2
Country: Australia	2 of 2
Year: 2015	1 of 1

PREVIOUS DEAL

DATE	TARGET	DEAL TYPE	VALUE
2014-12-01	INS Health Care Australia INS Health Care is a home care service provider in Australia.	Buy	-

DATE

TARGET

DEAL TYPE

VALUE

2014-12-01

INS Health Care

Australia

INS Health Care is a home care service provider in Australia.

Buy

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