Scheme Completed Sponsor buyer
CC Capital Partners acquisition of Insignia
A$3.9bn enterprise value
Announced 6 Jan 2025 · ASX: IFL · A$4.80 cash per share · 57% premium
Advisers
Daintree Bidco
Acquirer
- Target
- Insignia
- Acquirer
- Daintree Bidco (CC Capital Partners)
- Sponsor
- CC Capital Partners
- Seller
- Insignia Financial shareholders (ASX-listed public company)
- Structure
- Scheme of arrangement
- Completed
- 28 Apr 2026
- Equity value
- A$3.3bn
- Sector
- Asset and wealth management
In the league tables
- M&A financial advisers, Calendar 2025 Citi #1 · Gresham #9
- M&A financial advisers, completed, 2026 to date Citi #2 · Gresham #5
- M&A legal advisers, Calendar 2025 Ashurst Perkins Coie #1 · Herbert Smith Freehills Kramer #4 · Skadden, Arps, Slate, Meagher & Flom #5 · Mallesons #6 · Weil, Gotshal & Manges #12
- M&A legal advisers, completed, 2026 to date Ashurst Perkins Coie #1 · Herbert Smith Freehills Kramer #3 · Weil, Gotshal & Manges #5 · Mallesons #6 · Skadden, Arps, Slate, Meagher & Flom #6
- Independent experts, Calendar 2025 Kroll #2
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Competing proposals
Sources
- Gresham transactions list (entries 1) gresham.au
- 6 Jan 2025 IFL Receives Indicative Non-binding Proposal ASX
- 6 Jan 2025 Another firm enters fold with Insignia takeover offer investordaily.com.au
- 17 Jan 2025 IFL Receives Revised Indicative Non-Binding Proposal ASX
- 20 Jan 2025 Update on CC Capital Revised Indicative Proposal ASX
- 5 Feb 2025 IFL Receives Indicative Non-binding Proposal ASX
- 7 Mar 2025 IFL receives revised indicative non-binding proposals ASX
- 15 May 2025 Morningstar says Insignia takeover race not over yet as CC Capital remains in play investordaily.com.au
- 21 Jul 2025 Insignia takeover still on hold as PE bids dry up investordaily.com.au
- 22 Jul 2025 IFL enters into SID ASX
- 22 Jul 2025 Ashurst advises CC Capital on proposed A$3.3 billion acquisition of Insignia Financial ashurstperkinscoie.com
- 22 Jul 2025 Insignia Financial enters into Scheme Implementation Deed announcements.asx.com.au
- 24 Jul 2025 Insignia To Be Acquired By CC Capital In $2.2 Billion Deal pulse2.com
- 25 Jul 2025 CC Capital and OneIM to Acquire Insignia Financial in A$3.3 Billion Transaction globallegalchronicle.com
- 28 Jul 2025 Top globals advise on $3.3bn Insignia Financial-CC Capital pickup deal thelawyermag.com
- 27 Feb 2026 Scheme Booklet registered with ASIC ASX
- 28 Apr 2026 Implementation of Scheme of Arrangement ASX
- 29 Apr 2026 CC Capital And OneIM Complete A$3.9 Billion Acquisition Of Insignia Financial pulse2.com
- 31 Jul 2026 Janus Henderson acquires three Insignia investment management divisions investordaily.com.au