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AXDI / minority interest in La Trobe Financial

Approved · Waiver · decided in 25 days, 19 May 2026

Financial Services & InsuranceWA-30011ACCC register

AXDI SPV 5 Ltd, managed by Axight Capital Limited, acquired a minority interest in AMC AusCo 1 Ltd, the holding company of La Trobe Financial, from BCP AMC Aus LP via a share sale. La Trobe Financial is an Australian alternative asset manager with over A$22 billion in assets under management, specialising in finance and credit investment solutions.

Timeline

  1. 24 Apr 2026Filed with the ACCC
  2. 19 May 2026Notification waiver determination publishedPDF · 146.9 KB

Acquisition details

AXDI SPV 5 Ltd ( AXDI ) proposes to acquire a minority interest in AMC AusCo 1 Ltd (the Target ) from BCP AMC Aus LP (by its general partner Brookfield Capital Partners VI GP LLC, by its sole member Brookfield Capital Partners VI Officer GP LLC) ( Brookfield ), by way of a share sale agreement. AXDI is a newly incorporated holding entity managed by Axight Capital Limited ( Axight ), that was established for the sole purpose of acquiring an interest in the issued share capital of the Target pursuant to the acquisition. The Target is the holding company of La Trobe Financial, an Australian alternative asset manager with over A$22 billion in assets under management, specialising in finance and credit investment solutions. La Trobe Financial operates across the following aspects of the wealth value chain: investment management and product manufacturing (managers investing client capital and manufacturers creating products to be acquired), platforms (technology platforms that allow advisers to manage clients' portfolios), and distribution (professional financial advisers who provide tailored advice to individuals and execute investment decisions).

Parties

Acquirer
AXDI SPV 5 Ltd ADGM - 36279
Target
AMC AUSCO 1 PTY LTD ABN - 49 658 085 771
Other parties
BCP AMC Aus LP, Axight Capital Limited
ANZSIC
  • 6240 Financial Asset Investing

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