Investor Presentation
| Stock | Count Ltd (CUP.ASX) |
|---|---|
| Release Time | 31 Mar 2026, 11:06 a.m. |
| Price Sensitive | Yes |
Count Ltd Acquires Oracle Group, Raises Equity
- Acquisition of Oracle Group for c.$72.2m, funded by $35.9m equity raise and new debt
- Expands Count's financial advice, accounting and investment management capabilities
- Adds 22 employed advisers across 14 offices, growing Count's network to 98 advisers
Count Ltd (ASX:CUP) has entered into a binding agreement to acquire 100% of the Oracle Group, comprising Oracle Advisory Group, Oracle Accounting, and Oracle Investment Management, for an enterprise value of c.$72.2m. The acquisition will be funded by a $35.9m fully underwritten institutional placement and a non-underwritten share purchase plan of up to $5.0m, as well as drawdowns from a proposed new debt facility. The acquisition is expected to be low double-digit EPS accretive pre-synergies on a FY26 pro forma basis. The Oracle Group is a leading provider of financial advice, accounting and investment management services, with a network of 96 employees and 22 employed advisers serving clients across Australia. The acquisition will significantly accelerate and strengthen Count's position as a leading diversified financial services group, enhancing its participation in structurally high-growth end markets and strengthening the platform for future organic growth and financial planning acquisitions. The combined entity will have c.$42.0 billion in funds under advice and c.$6.2 billion in funds under management, with a growing network of 98 employed advisers across 14 offices.
The acquisition is expected to be low double-digit EPS accretive pre-synergies on a FY26 pro forma basis. Run-rate pre-tax cost synergies of c.$1 million are targeted to be achieved within 24 months following completion.
The acquisition of Oracle Group is expected to significantly accelerate and strengthen Count's position as a leading diversified financial services group, enhancing its participation in structurally high-growth end markets and strengthening the platform for future organic growth and financial planning acquisitions.