Brookfield joins race for Australia’s Insignia with matching $1.9 bln takeover bid

Published 05/02/2025, 00:50
Updated 05/02/2025, 01:28
© Reuters.

Investing.com-- Australian wealth manager Insignia Financial (ASX:IFL) received a $1.92 billion takeover bid from Canada-based Brookfield (TSX:BAM) on Wednesday, matching offers from Bain Capital and CC Capital Partners (WA:CPAP).

Brookfield Capital Partner’s non-binding and indicative proposal offers A$4.60 per share in cash or an option for scrip in its unlisted bid vehicle, subject to conditions, Insignia said in a statement.

The bid price offered a nearly 7% premium to the stock’s last closing price. It matched revised proposals from CC Capital on Jan. 17 and Bain Capital on Jan. 22, valuing Insignia at around A$3.1 billion ($1.92 billion).

Insignia shares jumped 5.7% to A$4.57 in early trade, just shy of the A$4.60 offer price.

Insignia has agreed to grant Brookfield limited access to non-public information on a non-exclusive basis. However, the company cautioned that this does not guarantee a binding or board-recommended offer.

Insignia, one of Australia’s largest wealth managers with a history dating back to 1846, manages superannuation, financial advice, and asset management services for individuals, financial advisers, and corporate clients.

Insignia has engaged Citigroup (NYSE:C) and Gresham Advisory Partners as financial advisers and King & Wood Mallesons as legal counsel.

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