M&A Deal Summary

Shadforth Financial Group Acquires SFG Australia

On July 8, 2011, Shadforth Financial Group acquired financial services company SFG Australia from Equity Partners Pty for 253M AUD

Acquisition Highlights
  • This is Shadforth Financial Group’s 1st transaction in the Financial Services sector.
  • This is Shadforth Financial Group’s largest (disclosed) transaction.
  • This is Shadforth Financial Group’s 1st transaction in Australia.

M&A Deal Summary
Date 2011-07-08
Target SFG Australia
Sector Financial Services
Buyer(s) Shadforth Financial Group
Sellers(s) Equity Partners Pty
Deal Type Add-on Acquisition
Deal Value 253M AUD
Advisor(s) Baker & McKenzie (Legal)

Target

SFG Australia

Heidelberg, Australia
Snowball is a specialist financial services organisation that focuses on providing integrated financial planning, superannuation, investment, insurance and accounting services to its clients in an efficient and cost effective way.

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Buyer(S) 1

Buyer

Shadforth Financial Group

North Sydney, Australia
Category Company
Sector Financial Services
DESCRIPTION

Shadforth Financial Group is one of Australia’s leading financial advisory firms.

DEAL STATS #
Overall 1 of 1
Sector (Financial Services) 1 of 1
Type (Add-on Acquisition) 1 of 1
Country (Australia) 1 of 1
Year (2011) 1 of 1
Size (of disclosed) 1 of 1

Seller(S) 1

SELLER

Equity Partners Pty

Sydney, Australia
Category Private Equity Firm
Founded 1995
PE ASSETS 350M USD
Size Middle-Market
Type Sector Agnostic
DESCRIPTION

Equity Partners is a generalist private equity firm that targets investments in Australia and New Zealand. Equity Partners looks to invest in established, profitable businesses with AU$4 to AU$20 million of EBIT. Prospective transactions include management buyouts, buy-ins, recapitalizations, and expansion financings. Equity Partners will not invest in start-up or early stage transactions as well as real estate or mining companies. Equity Partners was formed in 1995 and is based in Sydney, Australia.

DEAL STATS #
Overall 6 of 8
Sector (Financial Services) 1 of 1
Type (Add-on Acquisition) 5 of 6
Country (Australia) 6 of 8
Year (2011) 2 of 2
Size (of disclosed) 1 of 3
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2011-04-29 Australian NaturalCare

St Leonards, Australia

Australian NaturalCare is a vitamin company that manufactures supplements and skin care products. The company has national operational coverage, a well-established direct sales platform, and a growing portfolio of proprietary TGA-approved products. Australian NaturalCare was formed in 1989 and is based in St Leonards, Australia.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2012-01-01 Aussie Farmers Group

Clayton, Australia

Aussie Farmers Group is a "direct to home" provider of fresh food products in Australia that has a proven business model (comprising a national franchise network, wholesale operations in key product verticals, and an active and loyal customer base) and a well-established growth platform. Aussie Farmers Group was formed in 2005 and is based in Clayton, Australia.

Buy -
Mergr

Product

Company

Legal