Acquiry|M&A Advisory
Oceanic Consulting GroupConfidential
Pre-Meeting Briefing / Private and Confidential

Strategic Acquisition Partnership

Acquiry x Oceanic Consulting Group

This document has been prepared by Acquiry for Oceanic Consulting Group in advance of a scheduled meeting. It provides an overview of the active acquisition mandate, the acquirer, and the basis on which Acquiry is seeking OCG's engagement.

Prepared by
Acquiry Pty Ltd
Prepared for
Oceanic Consulting Group
Date
February 2026
Classification
Confidential
Oceanic Consulting Group
Oceanic Consulting Group
Suite 606, 350 George Street
Sydney NSW 2000
01

Mandate Overview

Acquiry has been engaged on a buy-side mandate by DigitalX Limited (ASX: DCC), an ASX-listed digital asset company, to source and facilitate the acquisition of a wealth management technology business. The mandate is active and the acquirer is in a position to move to indicative offer within 60 to 90 days of identifying a suitable target.

The strategic objective is to acquire a complementary wealth technology platform and integrate it under a unified digital wealth brand, with Bitcoin-native capabilities as a market differentiator. Target businesses are founder-led or PE-backed SaaS platforms with recurring revenue operating across English-speaking markets.

The acquirer brings ASX-listed acquisition currency, a ~$200M deployment mandate, and a digital asset distribution network. Acquiry is responsible for all aspects of deal origination, qualification, valuation, and transaction execution.

The DigitalX leadership team is actively engaged in the acquisition process and has authorised Acquiry to approach suitable counterparties on a confidential basis.

Mandate Summary
AcquirerDigitalX Ltd (ASX: DCC)
Mandate typeBuy-side acquisition
Deployment budget~$200M
Target1 platform
SectorWealth management technology
MarketsAU / NZ / UK / US
StatusActive
02

The Acquirer

DigitalX Limited is an ASX-listed company operating across digital asset management, blockchain advisory, and technology investment. The company manages institutional-grade Bitcoin funds and maintains a growing portfolio of technology investments.

The acquisition programme is being driven by Antanas Guoga (Tony G), the company's largest individual shareholder and a Non-Executive Director. Mr Guoga brings extensive experience as a technology investor and operator, with prior roles spanning fintech, gaming, media, and digital assets across European and Asia-Pacific markets. He is a former Member of the European Parliament (Lithuania) and a well-known figure in global digital asset circles.

Acquiry has an established advisory relationship with Mr Guoga, having facilitated multiple significant acquisitions and divestments across his portfolio of technology and digital asset businesses. This mandate represents a continuation of that relationship, with Acquiry engaged to identify, qualify, and execute on the wealth technology acquisition strategy.

The acquirer's strategic rationale is to leverage DigitalX's digital asset distribution network and ASX-listed currency to consolidate fragmented wealth technology assets and build a differentiated digital wealth platform.

Antanas Guoga
Antanas Guoga ↗
Non-Executive Director, DigitalX Ltd
Largest Individual Shareholder, ASX: DCC
03

Target Sectors

The mandate is focused on wealth management technology platforms that serve financial advisers, wealth managers, super funds, or retail investors. The following sub-verticals are in scope.

01
Portfolio Management Platforms
Multi-asset, real-time reporting, adviser-facing
02
Financial Planning Software
Goals-based planning, SOA generation, compliance workflow
03
Client Portal and Reporting
White-label, branded delivery, investor communications
04
Compliance and Surveillance Tech
AFSL-adjacent, regulatory automation, monitoring
05
Data Aggregation Platforms
Open banking, multi-custodian, consolidated reporting
06
Digital Advice Platforms
Hybrid advice, robo-advice, scalable digital delivery
04

OCG's Position in the Market

Oceanic Consulting Group maintains active advisory mandates with the categories of business that constitute the primary acquisition targets under this mandate. OCG's client base spans banks, wholesale brokers, wealth management firms, and superannuation funds. These are the same institutions that own or operate the platforms Acquiry is seeking to acquire.

OCG's confirmed technology partnerships with ViewTrade, DASH Technology Group, RecordPoint, and LEAD Consulting (merged 2025) place the firm directly inside the wealth technology vendor ecosystem. These are not arm's-length relationships; they represent active commercial arrangements that give OCG visibility into the operational and strategic positions of businesses in this space.

OCG's regulatory and compliance advisory capability, spanning AFSL obligations, APRA frameworks, and compliance infrastructure, is directly relevant to the due diligence and integration requirements of any wealth technology acquisition. This expertise positions OCG as a credible and informed intermediary, not merely a referral source.

Introductions facilitated by OCG carry institutional credibility. Target founders and owners who have an existing advisory relationship with OCG are materially more likely to engage constructively with an approach made through that channel than through conventional outreach.

Relevant Capabilities and Relationships
Client baseBanks, wholesale brokers, wealth managers, superannuation funds
Technology partnershipsViewTrade, DASH Technology Group, RecordPoint, LEAD Consulting
Advisory scopeStrategy, compliance, regulatory, technology, capital markets
Regulatory expertiseAFSL, APRA, compliance infrastructure relevant to target assessment
Market reachOceania and international markets via LEAD Consulting merger (2025)