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 2–3 wealth management technology businesses. The mandate is active and the acquirer is in a position to move to indicative offer within 60–90 days of identifying a suitable target.
The strategic objective is to assemble a portfolio of complementary wealth technology platforms 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 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 (known as 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.
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.
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.
OCG's Position in the Market
Oceanic Consulting Group occupies a distinctive position in the Australian financial services ecosystem. As a specialist risk advisory and technology consulting firm, OCG maintains active advisory relationships with the categories of business that constitute the primary acquisition targets under this mandate.
OCG's confirmed technology partnerships with ViewTrade, DASH Technology Group, RecordPoint, and LEAD Consulting (merged 2025) place the firm inside the wealth technology vendor ecosystem. OCG's client base spans banks, wholesale brokers, wealth management firms, and superannuation funds.
This combination of regulatory expertise, technology partnership depth, and long-standing client relationships makes OCG well-positioned to facilitate introductions to target businesses that are unlikely to be accessible through conventional origination channels.
Proposed Collaboration Structure
Acquiry proposes a referral arrangement under which OCG facilitates introductions to target businesses where an existing relationship exists. Acquiry retains full responsibility for the advisory process, including outreach, NDA management, valuation, deal structuring, and transaction execution. OCG assumes no advisory liability and is not required to represent either party in the transaction.
The arrangement contemplates two distinct compensation pathways, which may operate independently or concurrently depending on the nature of OCG's relationship with a given target.
The terms of the arrangement would be formalised in a short-form referral agreement, which Acquiry would prepare and issue within 48 hours of agreement in principle. No commitment is sought from OCG prior to execution of that agreement.