CC Capital, a New York-based private investment firm, and One Investment Management, a global alternative investment manager, have completed the acquisition of Insignia Financial, Australia’s leading diversified wealth management group. The companies acquired 100% 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, or US$2.5 billion. Insignia will be formally de-listed from the Australian Securities Exchange as of April 29, 2026.
Insignia manages over A$342 billion in funds under management and advice as of December 31, 2025, and operates a portfolio of brands including MLC. The acquisition gives CC Capital and OneIM ownership of one of Australia’s most established wealth management platforms serving the country’s superannuation system. The existing management team led by CEO Scott Hartley will remain in place, with the new owners expressing strong support for Insignia’s Vision 2030 Strategy, which targets the company becoming the leading and most efficient diversified wealth management company in Australia by that date.
The transaction was approved by the Foreign Investment Review Board, the Australian Prudential Regulation Authority, the Court, and Insignia shareholders.
SUPPORT:
Deutsche Bank Australia and Macquarie Capital served as lead financial advisors to CC Capital. Santander, Rothschild & Co, and Houlihan Lokey served as additional financial advisors to CC Capital. Ashurst served as Australian legal advisor and Skadden, Arps, Slate, Meagher & Flom served as U.S. legal advisor to CC Capital. Herbert Smith Freehills Kramer served as Australian legal advisor and Weil Gotshal & Manges served as U.S. legal advisor to OneIM. Deloitte served as accounting and tax advisor and NMG Consulting provided strategic commercial due diligence to CC Capital.
KEY QUOTES:
“We understand the deep trust and duty of care that comes with ownership of a company that plays a critical role in securing Australians’ long-term financial well-being. Our core focus is on investing to improve outcomes for members and advisers. We have strong conviction in the top-tier management team led by CEO Scott Hartley and are closely aligned with the company’s Vision 2030 Strategy.”
Chinh Chu, Senior Managing Director, CC Capital
“The successful completion of the Insignia transaction marks a major milestone and reinforces our strong conviction in both the quality of Insignia’s business and the long-term attractiveness of the Australian market. We look forward to partnering closely with the management team to further strengthen Insignia’s capabilities and continue delivering outstanding outcomes for members and stakeholders.”
Rajeev Misra, CEO and Co-Founder, OneIM
“We’re looking forward to continuing our progress towards our vision for Insignia Financial to be the leading and most efficient diversified wealth management company by 2030 under the long-term ownership of CC Capital, OneIM and their affiliates.”
Scott Hartley, CEO, Insignia Financial
