AZ NGA is a prominent professional advisory firm with a leading portfolio of financial planning and accounting businesses across 34 partner firms.
Oaktree’s investment marks the beginning of a strategic growth partnership aimed at supporting AZ NGA’s expansion. The transaction was funded through unitranche financing provided by Ares and Barings (senior) and Macquarie Bank (super senior).
The investment positions Oaktree to partner with existing investors, including Azimut, to implement AZ NGA’s ambitious growth strategy. Over the next 3-5 years, AZ NGA plans to invest heavily in organic growth and pursue new mergers and acquisitions. The facilities will play a pivotal role in enabling AZ NGA to execute on these plans.
Gilbert + Tobin’s market leading leverage finance expertise and depth of experience in unitranche financings ensured a smooth, efficiently managed debt process with market leading terms.
Partner and Head of Banking, Gail Christopher, led the financing work for G+T, supported by special counsel Michael Spurritt, lawyer Callum Hinwood and graduates Sarah Simmonds and Olivia Tabbernal, who assisted with all aspects of the financing.
Gail commented:
We are thrilled to have supported Oaktree in this important transaction, which will provide AZ NGA with the financial flexibility needed to execute its strategic growth plan. This is a significant milestone for AZ NGA, and we look forward to continuing to support both Oaktree and AZ NGA as they build on this investment over the coming years.
Congratulations to all parties involved in this landmark deal. We look forward to being part of AZ NGA’s growth journey in the years ahead.
