Insignia Financial Ltd.·Financial Services

Key focus on assisting all Australians to secure their retirement and long-term financial well-being Significant long term capital investment to drive quality member, client and adviser outcomes Strong support for management stability and accelerating growth strategy NEW YORK, April 28, 2026 /PRNewswire/ -- CC Capital, a private investment firm focused on investing in and operating high-quality businesses for the long term, and One Investment Management ("OneIM"), a global alternative investment manager, are pleased to announce the completion of the acquisition of Insignia Financial Ltd ("Insignia") (ASX: IFL), Australia's leading diversified wealth management group with over A$342 billion (as of 31 Dec 2025) in funds under management and advice. CC Capital and OneIM acquired 100 percent of Insignia for A$4.80 per share in cash via a scheme of arrangement, representing an enterprise value of approximately A$3.9 billion (US$2.5 billion).

Insignia Financial Ltd. (IOOFF) Shareholder/Analyst Call Transcript
Insignia Financial Ltd. provides financial advice, platforms, and asset management services in Australia. The company offers financial services solutions on superannuation and investments to clients including investors, members, employers, and advisers. It also provides financial advisory, various financial products and services, and investment management services on behalf of institutional, retail, and direct clients. The company was formerly known as IOOF Holdings Ltd. and changed its name to Insignia Financial Ltd. in December 2021. Insignia Financial Ltd. was founded in 1846 and is based in Docklands, Australia.
Financial Services
Asset Management
2,800
2017-01-26
0.56