Australian Wealth Management Ltd http://www.alacrastore.com/company-snapshot/Australian_Wealth_Management_Ltd-3637435 Friday, September 05, 2008 4:42:44 AM 3637435 Australian Wealth Management Ltd en AlacraStore RSS Builder 1.0 30 AUSTRALIA - Australian Wealth Management Ltd (AW) agreed to acquire a ##% interest in Ord Minnett Ltd, a financial planning services provider, in exchange for ##.# mil new AW ordinary shares valued at ##.# mil Australian dollars ($##.### mil US). The shares were valued based on AW's closing stock price of A$#.## ($#.##) on May #, the last full trading day prior to the announcement.5/13/2008 2:13:07 PM05227W68572H05227W68572HAustralian Wealth Management LtdOrd Minnett LtdAustralian Wealth Management LtdOrd Minnett Ltdhttp://www.alacrastore.com/storecontent/Thomson_M%26A/Australian_Wealth_Mgmt_Ltd_acquires_Ord_Minnett_Ltd-1976571040sdc/19765710401976571040Copyright © 2008, Thomson Financial, All Rights ReservedAustraliaBusiness ServicesAustraliaManagement consulting services8742FFForeignPublicAUW6282:Investment advice6289:Security and commodity services, nec8742:Management consulting services6282:Investment advice6289:Security and commodity services, nec8742:Management consulting servicesBlake DawsonInvestment & Commodity Firms,Dealers,ExchangesAustraliaInvestment advice6282FFForeignPrivate901458002Pvd finl planning svcsPvd finl planning svcsNewly Issued Ord ShStock144342004May 13 20080.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000001.000002.000003.000004.000005.000006.000007.000008.000009.0000010.0000011.0000012.0000013.0000014.0000015.0000016.0000017.0000018.0000019.00000Australian Wealth ManagementLtd, based in Sydney, NewSouth Wales, providesfinancial planning services toretail and wholesale clients,mainly superannuation platformtrusteeship andadministration, investmentmanagement, private client andestate planning, corporatetrust and financial advice anddistribution. The companyoperates under several brandssuch as Bridges FinancialServices, Australian ExecutorTrustees (AET), Spectrum Superand United Funds Management,with operations in allAustralian mainland states.Australian Wealth Management Ltd, based in Sydney, New SouthWales, provides financial planning services to retail andwholesale clients, mainly superannuation platformtrusteeship and administration, investment management,private client and estate planning, corporate trust andfinancial advice and distribution. The company operatesunder several brands such as Bridges Financial Services,Australian Executor Trustees (AET), Spectrum Super andUnited Funds Management, with operations in all Australianmainland states.Australian Wealth Management Ltd, based in Sydney, New South Wales, provides financial planning services to retail and wholesale clients, mainly superannuation platform trusteeship and administration, investment management, private client and estate planning, corporate trust and financial advice and distribution. The company operates under several brands such as Bridges Financial Services, Australian Executor Trustees (AET), Spectrum Super and United Funds Management, with operations in all Australian mainland states.1.000002.000003.000004.000005.000006.000007.000008.000009.0000010.0000011.0000012.0000013.0000014.0000015.0000016.0000017.0000018.0000019.0000020.00000Ord Minnett Ltd is a providerof financial planning servicesheadquartered in Sydney, NewSouth Wales. It caters toprivate, corporate andinstitutional clients,including such clients'advisers, with servicesprincipally centered on stockbroking, financial planning,portfolio services, fundsmanagement, and equity capitalmarkets services. It hasoperations in Sydney,Melbourne, Brisbane, Canberra,Adelaide, the Gold Coast,Buderim, Caloundra, CoffsHarbour, Mackay, Newcastle,Tamworth and Wollongong. Thecompany was formed in 1872.Ord Minnett Ltd is a provider of financial planning servicesheadquartered in Sydney, New South Wales. It caters toprivate, corporate and institutional clients, including suchclients' advisers, with services principally centered onstock broking, financial planning, portfolio services, fundsmanagement, and equity capital markets services. It hasoperations in Sydney, Melbourne, Brisbane, Canberra,Adelaide, the Gold Coast, Buderim, Caloundra, Coffs Harbour,Mackay, Newcastle, Tamworth and Wollongong. The company wasformed in 1872.Ord Minnett Ltd is a provider of financial planning services headquartered in Sydney, New South Wales. It caters to private, corporate and institutional clients, including such clients' advisers, with services principally centered on stock broking, financial planning, portfolio services, funds management, and equity capital markets services. It has operations in Sydney, Melbourne, Brisbane, Canberra, Adelaide, the Gold Coast, Buderim, Caloundra, Coffs Harbour, Mackay, Newcastle, Tamworth and Wollongong. The company was formed in 1872.0.000000.000000.000000.00000NAustralian Dollar12 May 08Mon, 12 May 2008 00:00:00 ESTDate Announced: 05/12/2008Date Effective:Acq. Maj. Int.Friendly0.000000.000000.000000.000000.000000.00000Price/Share0.0000083.3 Australian Dollar83.300000.0000083.3 Australian Dollar83.300000.000000.000000.000000.0000083.3000083.3 Australian Dollar0.94300N40.205000.000000.000000.000000.000000.0000078.5520078.552000.000000.000000.000000.000000.000000.000000.0000070.000000.000000.000000.000000.000000.000000.000000.000000.00000987.699000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000001.000002.000003.000004.000005.000006.000007.000008.000009.0000010.0000011.0000012.0000013.0000014.00000AUSTRALIA - Australian WealthManagement Ltd (AW) agreed toacquire a 70% interest in OrdMinnett Ltd, a financialplanning services provider, inexchange for 47.6 mil new AWordinary shares valued at 83.3mil Australian dollars($78.552 mil US). The shareswere valued based on AW'sclosing stock price of A$1.75($1.65) on May 9, the lastfull trading day prior to theannouncement.AUSTRALIA - Australian Wealth Management Ltd (AW) agreed to acquire a 70% interest in Ord Minnett Ltd, a financial planning services provider, in exchange for 47.6 mil new AW ordinary shares valued at 83.3 mil Australian dollars ($78.552 mil US). The shares were valued based on AW's closing stock price of A$1.75 ($1.65) on May 9, the last full trading day prior to the announcement.AUSTRALIA - Australian Wealth Management Ltd (AW) agreed to acquire a 70% interest in OrdMinnett Ltd, a financial planning services provider, in exchange for 47.6 mil new AWordinary shares valued at 83.3 mil Australian dollars ($78.552 mil US). The shares werevalued based on AW's closing stock price of A$1.75 ($1.65) on May 9, the last full tradingday prior to the announcement.AUSTRALIA - Australian Wealth Management Ltd (AW) agreed to acquire a 70% interest in Ord Minnett Ltd, a financial planning services provider, in exchange for 47.6 mil new AW ordinary shares valued at83.3 mil Australian dollars ($78.552 mil US). The shares were valued based on AW's closing stock price of A$1.75 ($1.65) on May 9, the last full trading day prior to the announcement.AUSTRALIA - Australian Wealth Management Ltd (AW) agreed to acquire a 70% interest in Ord Minnett Ltd, a financial planning servicesprovider, in exchange for 47.6 mil new AW ordinary shares valued at 83.3 mil Australian dollars ($78.552 mil US). The shares were valuedbased on AW's closing stock price of A$1.75 ($1.65) on May 9, the last full trading day prior to the announcement.$ 78.552 - Grant Samuel - Adv0.00000Grant Samuel1.00000Pending0.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.00000Status:Pending-999.00000np0.00000-999.00000np0.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000006282:Investment advice6289:Security and commodity services, nec901458002AustraliaAustralia8742ForeignPublicAUW6282:Investment advice6289:Security and commodity services, nec144342004Australia6282ForeignPrivate78.5520083.3000078.5520040.20500Deal InformationThomson Financial Mergers & Acquisitions