AZ NGA’s Post

AZ NGA seeks to triple in size as Oaktree deal completes: AZ NGA is looking to triple in size over the next five years as US investment giant Oaktree completes its $240 million investment in the professional services company. https://bit.ly/3BEKhSX

AZ NGA is looking to triple in size over the next five years as US investment giant Oaktree Capital Management, L.P. completes its $240 million investment in the professional services company. https://lnkd.in/eZfKMZcA

Outsourcing can provide many benefits to investment advisers, wealth managers, asset managers, and other investment professionals. But it comes with some regulatory risks, and increasingly, LPs are scrutinizing their GP's outsourcing practices. We continue to monitor this area and other market trends in investment management to ensure that our clients continue to provide best-in-class services to their own investors, stay ahead of regulatory developments affecting their business, and maintain investor relationships. #PrivateEquity #AssetManagement #FundAdministration #InvestmentManagement #InvestmentAdviser #Outsourcing #InvestorRelations #SEC #SecuritiesRegulation #PrivateFund

KNAV Advisory Inc. has received a minority investment from NKSquared, a significant development that strengthens its growth and market position. This partnership is set to enhance KNAV's service offerings and global reach. Read more here: https://lnkd.in/eSyYku-6 #AccountingNews #Investment #KNAVAdvisory #NKSquared #InsidePublicAccounting

Azimut Group has entered a strategic partnership with funds managed by Oaktree Capital Management, L.P., to further support the growth of its Australian subsidiary AZ NGA Next Generation Advisory, specialized on acquiring minority and majority equity stakes in high-quality financial advisory and accounting firms across Australia. As part of this binding agreement, Oaktree will invest A$240 million to acquire a stake in AZ NGA’s financial advisory and accounting network from Azimut and local shareholders, valuing the Company at a total enterprise value of A$6901 million, while Azimut remains committed to AZ NGA and will maintain a long-term stake of at least 25% in the business, reflecting its confidence in the Company’s continued success. This transaction is designed to foster AZ NGA’s growth trajectory and represents a significant evolution for the company, bringing AZ NGA a step closer to achieving its vision of becoming Australia’s leading professional advisory firm. Learn more in the press release: https://lnkd.in/dGBv76Mv

𝗔𝗪𝗔𝗚 𝗦𝘁𝗿𝗲𝗻𝗴𝘁𝗵𝗲𝗻𝘀 𝗜𝘁𝘀 𝗘𝗣𝗦 𝗠𝗼𝗱𝗲𝗹 𝘄𝗶𝘁𝗵 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁𝘀!    Australian Wealth Advisors Group (AWAG) continues to make waves, announcing its second #equity partnership scheme (EPS) investment into Beattie Financial and Taxation Services. This 20% stake reinforces AWAG's commitment to #growing hybrid financial services firms, #leveraging its Succession Fund for future #acquisitions.   With combined #FUA of $336M and FUM of $168M (across Beattie Financial and Sapphire Wealth), AWAG is #strategically positioning itself as a key player amidst industry #consolidation. Exciting times ahead for the advice market!   #WealthManagement #EquityPartnership #FinancialAdvisors #StrategicInvestment #AWAG #BusinessGrowth #FundsUnderAdvice #IndustryConsolidation #HybridServices #FinancialPlanning #Australia   Credits: https://lnkd.in/gt_UG-FU

🌟 Insights from S&P Capital! 🌟 Whether you're looking to evaluate your business for a potential sale, understand asset values for merger strategies, or ensure compliance with the latest regulations, we've got you covered! 🔍 Our expert team uses in-depth industry knowledge to provide you with accurate and reliable valuations that help drive business decisions. 📈 Explore how our tailored valuation solutions can propel your business forward by reading more here: S&P Capital Partners: Business and Asset Valuation https://lnkd.in/eUYuVGrH #BusinessValuation #Insights #AssetManagement #StrategicPlanning #SandPCapitalPartners #financialplanning

Congratulations to Jean-Michel Chamonard and whole ATOZ Services team on this exciting new acquisition! 💥 Your agility in adapting to market demands and commitment to enhancing service offerings for clients is truly commendable. 🙌 This achievement is yet another testament to the expertise and dedication of a highly capable team moving forward together. 👏 Find all the details about this news below 👇 #congratulations #acquisition #news #business #growth #services #UK #experts #market #ATOZServices #ATOZ

Real estate investment trusts are growing in popularity, giving investors access to a range of real estate assets and income streams. Auditing these entities isn't straightforward, whether they’re publicly traded or privately held. #REITs

Real estate investment trusts are growing in popularity, giving investors access to a range of real estate assets and income streams. Auditing these entities isn't straightforward, whether they’re publicly traded or privately held. #REITs