Acquirer profileAustralia

Who is Prime Financial Group?

Prime Financial Group is a private equity firm based in Australia.

Firm facts

Prime Financial Group

Type: private equity firm
Headquarters: Melbourne, Australia
Website: primefinancial.com.au

Industries

Last verified 2026-10-23

Has Prime Financial Group approached you? Here’s what to do.

How they work

Prime Financial Group is an Australian listed advice, capital and asset management group based in Melbourne. Its services include wealth management, accounting and business advisory, corporate finance, self-managed superannuation administration and alternative asset management. Prime expands through acquisitions and integrates complementary businesses into its service network; its FY26 annual report confirms continuing ownership of Lincoln Indicators, Intello, Equity Plan Management and Altor Capital.

Prime evaluates complementary acquisitions and integrates them into its advice and investment operations. Its FY26 strategy emphasises disciplined M&A, recurring clients, acquisition integration and connected services. A standard seller timetable and detailed transaction stages are not set out in the reviewed public material.

Ownership: Integrates complementary acquisitions into a connected advice and investment group, with recurring client relationships, shared services and scalable operating systems.
Platform or bolt-on: Complementary acquisitions strengthen the existing advice, wealth and business-services platform; FY26 strategy emphasises disciplined M&A and deeper integration.
Capital model: ASX-listed operating group using corporate resources and acquisition funding; the FY26 report discloses borrowings and payments for acquisitions.
Geography: Australian financial and professional services businesses; current operations include Melbourne, Sydney and Brisbane.
Majority or minority: Completed acquisitions include 100% interests in Lincoln Indicators, Intello, Equity Plan Management and Altor Capital; the group also reports partly owned controlled entities. No universal minimum stake is stated.
Sector focus: Wealth management, investment research and asset management, accounting and business advisory, self-managed superannuation administration, and remuneration and employee share plan services.

Their portfolio

Showing 4 of 4 known holdings — coverage is still partial.

Company

Sector

What they do

Altor Capital
SectorFinancial services
What they doAltor Capital manages alternative investment strategies including private equity and private credit, investing in growth-oriented mid-market public and private companies.
Equity Plan Management
SectorProfessional & business services
What they doEquity Plan Management administers employee share plans and provides implementation, reporting and support services for employers and participating employees.
Intello
SectorProfessional & business services
What they doIntello provides self-managed superannuation fund administration, compliance and accounting support for individuals and professional firms.
Lincoln Indicators
SectorFinancial services
What they doLincoln Indicators provides investment research, the Stock Doctor share analysis platform and managed investment funds for Australian investors.

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Sources

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The truth, first.Data as at 2026-10-23