Perpetual confirms talks with Bain Capital on Wealth Management sale

Perpetual confirms exclusive talks with Bain Capital over the sale of its Wealth Management business, with no deal reached yet.

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Key points

  • Perpetual has entered an Exclusivity Deed with Bain Capital to explore a potential sale of its Wealth Management business, with no guarantee at this stage that a deal will be finalised.
  • The discussions align with Perpetual's strategy to review its portfolio for maximising shareholder value, while its Asset Management and Corporate Trust divisions continue operating normally.
  • Perpetual will provide updates per ASX disclosure obligations as talks progress, while maintaining focus on its current business operations across asset management and trustee services.

The Perpetual Ltd (ASX: PPT) share price is in focus today after the company confirmed it has entered into an Exclusivity Deed with Bain Capital regarding a potential sale of its Wealth Management business. The company notes there is no certainty a deal will be struck.

What did Perpetual report?

  • Entered an Exclusivity Deed with Bain Capital for discussions on a potential sale of Wealth Management
  • No binding agreement or guarantee any transaction will proceed at this stage
  • Perpetual continues to fulfil its continuous disclosure obligations
  • Shareholders will be kept updated with any material developments

What else do investors need to know?

This announcement comes after recent media speculation regarding the potential sale of Perpetual's Wealth Management division. The possible transaction is part of Perpetual's strategy to review its portfolio and maximise shareholder value, though no decisions have been finalised.

The rest of Perpetual's operations, including its Asset Management and Corporate Trust divisions, continue as normal. Investors should note that all discussions remain subject to further negotiation, due diligence, and approvals.

What's next for Perpetual?

Perpetual has stated it will keep shareholders informed in line with its ASX continuous disclosure obligations while discussions with Bain Capital progress. Investors should keep an eye out for further updates as talks continue.

In the meantime, Perpetual's management remains focused on running its multi-boutique asset management, wealth management, and trustee services operations effectively.

Perpetual share price snapshot

The Perpetual share price has declined 6% over the past 12 months, trailing the S&P/ASX Index (ASX: XJO) which has risen 8% over the same period.

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Motley Fool contributor Laura Stewart has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

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