1. Home >
  2. M&A >
  3. Add-on Acquisition >
  4. Australia >
  5. Shadforth Financial Group Acquires SFG Australia

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.

Search 214,238 Deals Now

SEARCH BY

  • Buyer Type (PE or Strategic)
  • Deal Size ($10M to $10B+)
  • Sector (60 Sectors)
  • Deal Type
  • Geography
  • & More

Try Free

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 M&A 1 of 1
Type: Add-on Acquisition M&A Deals 1 of 1
Country: Australia M&A 1 of 1
Year: 2011 M&A 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 M&A 1 of 1
Type: Add-on Acquisition M&A Deals 5 of 6
Country: Australia M&A 6 of 8
Year: 2011 M&A 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

Solution for

Product

Company

Legal