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Acquirer profileAustralia
Who is AZ NGA?
AZ NGA is a private equity firm based in Australia.
Firm facts
AZ NGA
- Type
- private equity firm
- Headquarters
- Sydney, Australia
- Website
- aznga.com
Last verified 2026-10-23
How they work
AZ NGA, the trading name of AZ Next Generation Advisory Pty Ltd, is an Australian group of financial advice and accounting businesses. Based in Sydney, it partners with business owners to fund growth, acquisitions and succession, combining local client relationships with shared capabilities. Funds managed by Oaktree acquired a majority interest in December 2024, while Azimut, management and business owners retained strategic stakes. Its current organisation roster includes advice, accounting and business-support firms across Australia.
AZ NGA discusses the owner’s growth and succession goals and offers a merger, strategic partnership or outright sale. It provides capital, transaction expertise and shared operating capabilities, with succession pathways for founders and future leaders. The current public offer does not specify a standard transaction timetable.
- Capital model
- Corporate acquisition and growth capital backed by funds managed by Oaktree alongside Azimut, management and partner-business owners. Oaktree invested A$240 million in the completed December 2024 shareholder transaction; that is not a standard acquisition cheque size.
- Platform or bolt-on
- Supports acquisitions and combinations within its existing advice and accounting network, including further acquisitions by partner firms such as McKinley Plowman and Pride Advice.
- Majority or minority
- The current offer includes strategic partnerships, mergers and outright sales; partner case studies describe equity partnerships. A universal minimum equity stake is not specified.
- Founder ownership
- Partnership and succession pathways can support continuing business owners and future leaders; the current offer does not prescribe a universal founder-retention percentage.
- Geography
- Advice, accounting and related business-service firms across Australia.
- Ownership
- Partner businesses combine local client relationships and entrepreneurial leadership with group capital, transaction expertise, technology, systems and specialist capabilities.
- Sector focus
- Financial advice and accounting businesses, supported by an integrated professional-services group and shared business capabilities.
Their portfolio
Showing 49 of 49 known holdings — coverage is still partial.
Company
Sector
What they do
- SectorFinancial servicesWhat they doAGS Financial Group provides financial planning, accounting, self-managed superannuation, mortgage broking and estate planning through offices in Sydney, Melbourne and Brisbane.
- SectorFinancial servicesWhat they doAll Financial Services is a Darwin financial planning practice providing retirement planning, investment guidance and advice on protecting and building assets.
- SectorFinancial servicesWhat they doAspire2 Wealth provides tailored financial planning and advice through its Perth-based team of financial advisers.
- SectorFinancial servicesWhat they doBack to Back Financial Planners provides financial advice intended to help clients make informed decisions and improve their financial security.
- SectorFinancial servicesWhat they doBlackwood Advisory provides financial advice to regional communities, helping clients plan for their families and financial future.
- SectorFinancial servicesWhat they doBlueprint Wealth provides financial and wealth advice, including strategies for retirement and protecting and growing clients’ assets.
- SectorProfessional & business servicesWhat they doCatalina Consultants provides outsourced human resources support, including tailored HR strategies, individual advice and virtual HR teams for Australian organisations.
- SectorFinancial servicesWhat they doCerte provides financial management and advice, helping clients balance financial protection, prosperity and their lifestyle goals.
- SectorFinancial servicesWhat they doCoastline Advice provides financial planning and mortgage broking, helping clients manage money, arrange home finance and pursue their financial goals.
- SectorFinancial servicesWhat they doCranage Financial Group provides financial planning, lending and superannuation services, developing plans around clients’ needs.
- SectorFinancial servicesWhat they doDunsford Financial provides adviser-owned financial advice tailored to the needs and goals of individuals and businesses across Australia.
- SectorFinancial servicesWhat they doEJM Advice provides financial advice across superannuation, retirement, wealth, insurance and aged care.
- SectorFinancial servicesWhat they doEureka Whittaker Macnaught provides financial advice, developing personalised plans around clients’ goals and investment preferences.
- SectorFinancial servicesWhat they doFarrow Hughes Mulcahy provides wealth management, financial strategy, risk management and aged-care advice from its North Sydney practice.
- SectorFinancial servicesWhat they doFinancial Decisions provides financial planning and wealth advice covering property, retirement and legacy planning for Australian clients.
- SectorFinancial servicesWhat they doFinancial Lifestyle Partners provides boutique financial planning, helping clients align their financial arrangements with lifestyle and business goals.
- SectorFinancial servicesWhat they doFoundation Wealth Advisers provides financial advice to clients planning for family life, home ownership and greater control of their finances.
- SectorFinancial servicesWhat they doGeographe Financial Group provides financial advice and planning to help clients manage investments, prepare for retirement and pursue their future goals.
- SectorFinancial servicesWhat they doGreen Associates provides financial planning and wealth management advice through practices serving Canberra, Brisbane and Goulburn.
- SectorFinancial servicesWhat they doIntend Financial provides financial planning and wealth management advice, linking financial strategies with clients’ life and legacy goals.
- SectorProfessional & business servicesWhat they doKellaway Cridland is a Sydney chartered accounting practice providing accounting services to its clients.
- SectorFinancial servicesWhat they doLifestyle Financial Planning assesses clients’ financial positions and develops plans intended to build wealth and financial security.
- SectorProfessional & business servicesWhat they doMatthews Steer provides accounting, tax and business financial advisory services to help clients meet their business and financial objectives.
- SectorProfessional & business servicesWhat they doMcKinley Plowman provides tax and accounting, wealth management, business improvement and finance services through its Perth and Joondalup practices.
- SectorFinancial servicesWhat they doMenico Tuck Parrish Financial Services is a Cairns financial planning practice that helps clients build, protect and preserve their wealth.
- SectorFinancial servicesWhat they doMiQ Private Wealth provides private wealth management advice, helping clients navigate financial decisions and pursue long-term lifestyle goals.
- SectorFinancial servicesWhat they doNestworth Financial Strategists provides financial strategy and advice focused on clients’ priorities for protecting, building and investing their money.
- SectorFinancial servicesWhat they doOn-Track Financial Solutions develops financial plans designed to adapt to clients’ needs and changing stages of life.
- SectorProfessional & business servicesWhat they doOreon Partners is an Adelaide practice providing tax, accounting, advisory and financial planning services to individuals and businesses.
- SectorFinancial servicesWhat they doOttavo Financial Group provides financial planning through offices across regional New South Wales and the Australian Capital Territory.
- SectorProfessional & business servicesWhat they doPeople + Partners provides accounting and financial services, helping clients understand complex issues and make business decisions.
- SectorFinancial servicesWhat they doPFG Financial Services provides financial advice, estate and retirement planning, superannuation, lending and personal insurance services.
- SectorFinancial servicesWhat they doPrecept Financial Services provides financial planning from Perth, helping clients understand their finances and plan for their future.
- SectorFinancial servicesWhat they doPride Advice provides financial advice to clients in Adelaide and Sydney, helping them plan around financial and lifestyle goals.
- SectorFinancial servicesWhat they doPriority Advisory Group provides financial advice to professionals, individuals and small businesses, developing plans around clients’ financial and lifestyle goals.
- SectorFinancial servicesWhat they doPSK Private Wealth provides financial advice, lending, tax and accounting, and corporate employee-benefit services through its Australian office network.
- SectorFinancial servicesWhat they doRI Toowoomba provides financial advice covering wealth accumulation, investment protection, retirement, self-managed superannuation and aged care.
- SectorProfessional & business servicesWhat they doRose Partners is a South Melbourne accounting and advisory practice helping business owners understand their goals and manage their businesses.
- SectorFinancial servicesWhat they doSCM Financial Group provides personal financial advice to help clients pursue their wealth and business objectives.
- SectorFinancial servicesWhat they doSterling Planners provides financial advice specialising in UK pension transfers to Australia, expatriate pensions and defined-benefit pensions.
- SectorFinancial servicesWhat they doStrategyOne provides financial planning advice using research, tailored strategies and a broad view of clients’ financial circumstances.
- SectorFinancial servicesWhat they doSydney Financial Planning provides financial planning, including income strategies and advice for the transition to retirement.
- SectorFinancial servicesWhat they doTempus Wealth provides financial advice for clients at different life stages, from starting a career and buying a home to retirement.
- SectorFinancial servicesWhat they doThe Wealth Designers provides financial and investment advice in Perth and Sydney, aligning strategies with clients’ needs and future goals.
- SectorFinancial servicesWhat they doTreysta Wealth provides integrated financial advice intended to improve clients’ financial decisions and lifestyle or business outcomes.
- SectorFinancial servicesWhat they doVarria provides tailored financial advice through offices in Brisbane, the Sunshine Coast and Toowoomba.
- SectorProfessional & business servicesWhat they doVital Business Partners provides back-office outsourcing and consulting for financial advice firms, helping them increase capacity and operating efficiency.
- SectorFinancial servicesWhat they doWealthmed provides financial advice and wealth management tailored to doctors and private medical practitioners at different career stages.
- SectorFinancial servicesWhat they doYarra Lane brings financial services together in one group, offering clients advice and support for their personal and business finances.
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Sources
The truth, first.Data as at 2026-10-23