M&A Deal Summary

Equity Trustees Acquires OneVue Holdings - OneVue Responsible Entity Business

On April 3, 2018, Equity Trustees acquired financial services company OneVue Holdings - OneVue Responsible Entity Business from OneVue

Acquisition Highlights
  • This is Equity Trustees’ 1st transaction in the Financial Services sector.
  • This is Equity Trustees’ 1st transaction in Australia.

M&A Deal Summary

Date 2018-04-03
Target OneVue Holdings - OneVue Responsible Entity Business
Sector Financial Services
Buyer(s) Equity Trustees
Sellers(s) OneVue
Deal Type Divestiture

Target

OneVue Holdings - OneVue Responsible Entity Business

Sydney, Australia
OneVue Holdings Ltd. - OneVue Responsible Entity Business which covers 28 managed investment schemes and approximately $2.7 billion of funds under supervision.

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Buyer(S) 1

Buyer

Equity Trustees

Melbourne, Australia

Category Company
Founded 1888
Sector Financial Services
DESCRIPTION

Equity Trustees is an independent Trustee and Executor company and one of Australia’s largest specialist trustee companies for the purpose of providing independent and impartial Trustee and executor services to help families throughout Australia protect their wealth. Equity Trustees was founded in 1888 and is based in Melbourne, Australia.


DEAL STATS #
Overall 1 of 1
Sector: Financial Services M&A 1 of 1
Type: Divestiture M&A Deals 1 of 1
Country: Australia M&A 1 of 1
Year: 2018 M&A 1 of 1

Seller(S) 1

SELLER

OneVue

Sydney, Australia

Category Company
Founded 2004
Sector Information Technology
Revenue 49M AUD (2020)
DESCRIPTION

OneVue is a fintech company that partners to disrupt the superannuation value chain. The business operates through three core divisions: Fund Services, Platform Services, and Trustee Services. OneVue Holdings was founded in 2004 and is based in Sydney, Australia.


DEAL STATS #
Overall 1 of 1
Sector: Financial Services M&A 1 of 1
Type: Divestiture M&A Deals 1 of 1
Country: Australia M&A 1 of 1
Year: 2018 M&A 1 of 1
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2018-04-17 No More Practice Education Pty

Milsons Point, Australia

No More Practice Education is a fully CPD-accredited, online learning business for financial professionals with a focus on high production values, engagement and learning from the best industry experts. It was founded over 10 years ago by Vanessa Stoykov and now provides online learning resources which are utilised by a community of 22,000 finance professionals. The group also provides educational content to more than 80 per cent of Australia’s financial advisers, which is produced through its sister company, and exclusive provider of content, evolution media group.

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