United States Investment Manager CC Capital Partners Offers $1.78 Billion to Buy Australia Wealth Manager Insignia Financial with $201 Billion AuA & AUM, Rejected $1.7 Billion Takeover Offer by Private Equity Firm Bain Capital, CC Capital Partners Founded by ex-Blackstone Co-Head of Private Equity Chinh Chu in 2015
6th January 2025 | Hong Kong
United States investment manager CC Capital Partners has offered $1.78 billion (AUD 2.87 billion) to buy Australia wealth manager Insignia Financial (AUD 311 billion / $201 billion AuA & AUM). In 2024 December, Insignia Financial rejected the $1.7 billion (AUD 2.7 billion) takeover offer by private equity firm Bain Capital. CC Capital Partners was founded by ex-Blackstone Co-Head of Private Equity Chinh Chu in 2015. Insignia Financial – With origins dating back to 1846, today the Insignia Financial Group is a leading Australian wealth manager. Insignia Financial Ltd provides financial advice, superannuation, wrap platforms and asset management services to members, financial advisers and corporate employers. CC Capital – CC Capital Partners is a private investment firm based in New York, NY that was founded in late 2015 by Chinh Chu with a focus on investing in and operating high-quality businesses for the long term. The firm evaluates investments anticipating a hold-period well beyond that of a typical private equity firm and funds its investments through a variety of permanent capital sources. CC Capital frequently partners with highly-seasoned executives, managers and owners seeking to create significant value post-acquisition.
“ United States Investment Manager CC Capital Partners Offers $1.78 Billion to Buy Australia Wealth Manager Insignia Financial with $201 Billion AuA & AUM, Rejected $1.7 Billion Takeover Offer by Private Equity Firm Bain Capital, CC Capital Partners Founded by ex-Blackstone Co-Head of Private Equity Chinh Chu in 2015 “
Australia Wealth Manager Insignia Financial with $201 Billion AuA & AUM Rejects $1.7 Billion Takeover Offer by Private Equity Firm Bain Capital
18th December 2024 – Australia wealth manager Insignia Financial (AUD 311 billion / $201 billion AuA & AUM) has rejected the $1.7 billion (AUD 2.7 billion) takeover offer by private equity firm Bain Capital. Insignia Financial – With origins dating back to 1846, today the Insignia Financial Group is a leading Australian wealth manager. Insignia Financial Ltd provides financial advice, superannuation, wrap platforms and asset management services to members, financial advisers and corporate employers.
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