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MN-95007

Magellan Financial Group / BarrenjoeyMN-95007

View on ACCC

Processing timeline

24

days

Filed

19 May 2026

Decision

12 June 2026

Type
Notification
Outcome
Approved
Stage
Phase 1 - initial assessment
Status
Assessment completed

Parties

Acquirer(s)

Magellan Financial Group Ltd ABN - 59 108 437 592

Target(s) or Vendor(s)

Barrenjoey Capital Partners Group Holdings Pty Limited ABN - 44 644 241 510

Other parties

None listed

Summary

Magellan Financial Group Ltd, an Australian financial services group, proposes to acquire the remaining shares in Barrenjoey Capital Partners Group Holdings Pty Limited. Barrenjoey is an Australian financial services firm focused on M&A advisory, capital markets, and trading. The share acquisition will be in return for equity in Magellan.

Acquisition details

Magellan Financial Group Ltd ( MFG ) proposes to acquire the remaining shares in Barrenjoey Capital Partners Group Holdings Pty Limited ( Barrenjoey ) that it does not already own, in return for equity in MFG (the Acquisition ). MFG is an Australian financial services group, operating across select global markets, which focuses on investment management and specialist financial services. Its partnerships include Barrenjoey, Vinva Investment Management and FinClear Holdings. Barrenjoey is an Australian-headquartered financial services firm, primarily focused on offering mergers and acquisitions advisory services, debt and equity capital markets services, equities and fixed income trading and research services. Barrenjoey was established in 2020 with initial funding and support provided by MFG and Barclays PLC.

Industry

Broad:Financial Services & InsuranceANZSIC 6240:Financial Asset InvestingANZSIC 6419:Other Auxiliary Finance and Investment Services

Decisions and key events

11 June 2026Magellan Financial Group - Barrenjoey - Phase 1 determinationAttachmentPDF151.7 KB

Other documents

20 May 2026Magellan Financial Group - Barrenjoey - QuestionnaireAttachmentDOCX116.2 KB

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