La Trobe Financial Services Acquisition, Valuation, Funding & Investors

Edelweiss Financial Services Ltd is mainly involved in providing investment banking services and holding company activities. The company's businesses are divided into Alternatives business, Capital business, Insurance business, Asset reconstruction business, Mutual fund business and Other business. Alternatives business includes advisory and other fee based business; Capital business, that derives maximum revenue, represents lending business and investment activities; Asset reconstruction business represents purchase and resolution of distress assets; Insurance business represents life insurance business and general insurance business. Mutual fund business represents income from asset management activities and Other business which includes custodian and CSR.

Willow Wealth is an online investment platform focused on private markets. Users access opportunities in real estate, private credit, private equity, and diversified funds through a digital interface. The service offers individual deals alongside automated portfolio management for retail investors seeking alternatives to public markets.

RFA Financial Inc is a scaled and dynamic financial service platform positioned as an intersection of banking, mortgage, origination, and real estate.

iFAST Corp Ltd is an investment holding company. It is engaged in the development of software, marketing of unit trusts, exchange-traded funds, listed stocks, debt securities, and Singapore government securities through websites and acting as an investment advisor, dealer, and custodian in the securities. The company operates through geographic segments are Singapore, Hong Kong, Malaysia, United Kingdom, and China. The Singapore region generates maximum revenue for the company. iFAST receives revenue in the form of commissions and fees.

GoFintech Quantum Innovation Ltd Formerly GoFintech Innovation Ltd is a cross-border financial service platform based in Hong Kong backed by the Greater Bay Area. The company's reportable and operating segments are; Securities brokerage and margin financing, Corporate finance, Money lending, Consultancy and Insurance brokerage, Asset management, and Equity investment. It generates maximum revenue from the Securities brokerage and margin financing segment which engages in securities brokerage and margin financing in Hong Kong. Geographically, the company derives a majority of its revenue from Hong Kong and the rest from the People's Republic of China.

Aditya Birla Housing Finance is a housing finance company under Aditya Birla Capital, registered with India's National Housing Bank. Mumbai-headquartered, it disburses home loans, plot loans, and loans against property up to Rs 15 crore. With a loan book surpassing Rs 10,000 crore in 2023, the lender maintains 300 branches focusing on affordable housing in tier-2 and tier-3 cities.

Rathbones Group PLC provides investment and wealth management services to private clients, charities, trustees, and professional partners. The group also provides other banking, financial advisory, tax, legal, and trust services. Alongside investment management services, the company provides unit trust and multi-asset fund products sold through intermediaries to the retail sector.

StashAway is a Singapore-headquartered digital wealth manager using its proprietary ERAA framework for risk-managed portfolios across stocks, bonds, and alternatives. Available in Singapore, Malaysia, and Hong Kong since 2016, it serves retail investors with automated rebalancing to adapt to economic regimes. The platform manages multi-asset strategies including ESG funds and fixed-income products.

Copper is a London-headquartered custody and trading platform for institutional digital assets. It safeguards over $5 billion in client assets including Bitcoin and Ethereum using multi-party computation wallets and air-gapped storage. The ClearLoop network facilitates off-exchange settlement with exchanges like Binance and Coinbase Prime, while its lending service offers uncollateralized loans.

Grupo Profuturo SAB de CV is engaged in the financial sector in Mexico. The company offers counselling services for life plan, savings, and asset-building purposes.

Cover Genius is a Sydney-headquartered insurtech platform embedding insurance into e-commerce checkouts worldwide. The company offers real-time claims payment, dynamic pricing, and warranty products for travel, events, and purchases. Cover Genius partners with platforms like Booking.com and Uber to protect millions of customers against disruptions.

BGL Group is a Peterborough-headquartered distributor of insurance products in the United Kingdom with offices in Sunderland, York, Wakefield, and Paris. It underwrites motor and home policies under the Junction brand while operating comparison sites comparethemarket.com in the UK and LeFuret.com in France. Partnerships supply branded insurance through M&S Bank, RAC, Post Office, HSBC, Lloyds Bank, Halifax, and Santander channels. Budget Group of Companies transformed into BGL Group Limited in 2007.

Prime Capital Financial is a US wealth management firm offering retirement planning, investment advisory, and employee wellness programs. Headquartered in Los Angeles, California, the company serves high-net-worth individuals and corporate retirement plans with fiduciary services. Prime Capital Financial provides model portfolios, tax optimization, and ESG investing through its RIA platform.

Starwood Real Estate Income Trust-Apollo JV is a partnership between Starwood Real Estate Income Trust and Apollo Global Management focused on real estate investments.

Scalable Capital is a Munich-headquartered neobroker offering commission-free ETF trading and robo-advisory for retail investors across Germany. Founded in 2014, the platform manages 5 billion euros in assets with automated portfolios and prime brokerage for institutions. Scalable Capital partners with BlackRock for index funds and operates via Gettex exchange connectivity.

IndiGrid Infrastructure Trust, formerly India Grid Trust is an infrastructure investment trust established to own inter-state power transmission assets in India. The projects comprise extra high voltage (EHV) overhead power transmission lines, comprising approximately seven 765 kV transmission lines and thirty 400 kV transmission lines. The company has two distinct reportable segments: Power Transmission and Power generation. The power Transmission segment generates the majority of revenue and is engaged in the business of owning and maintaining transmission assets. The power Generation segment includes entities in the business of generating power through renewable sources such as solar etc.

Dream Industrial Real Estate Investment Trust is an unincorporated, open-ended real estate investment trust. Its portfolio comprises industrial properties located in key markets across Canada, Europe and the USA. Its objective is to build upon and grow its portfolio and to provide stable and sustainable cash distributions to its unitholders.The reportable operating segments of its investment properties and results of operations are segmented into the following components: Ontario, Quebec, Western Canada, Europe, the U.S., Dream Summit JV and Development JV.