EXECUTIVE TEAM
JEFF SINGH
MANAGING DIRECTOR – HEAD OF PRIVATE EQUITY
Email: jeffsingh@chasecorp.com.au
Phone: (612) 80290688
Jeff Singh is the Founder and Managing Director of Chase Corporate Advisory, which was established thirteen years ago with Chris Jordan (Current ATO Chief and former KPMG chairman), Tony D’Aloisio (Former CEO of the Australian Stock Exchange and ASIC Chairman), and Andrew Gale (Former CEO of Deloitte Actuaries). Since Chase was established, Jeff has built a reputation for ‘getting the job done’ with a high percentage (95%) of successful deals completed. Jeff has completed more than 105 transactions totalling more than AUD$198 Billion of Assets under Management and more than US$5.1 Billion of Capital deployed since establishing Chase. In the Calendar year 2017/18, Jeff was successful in completing two of the top three transactions within the Australian Financial Services market. (FIG )
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SIMON SWANSON
MANAGING DIRECTOR - CHAIRMAN, ADVISORY BOARD
Email: simonswanson@chasecorp.com.au
Simon Swanson, Managing Director & Chairman – Advisory Board – Simon is an internationally experienced financial services executive, having worked for over 40 years across life insurance, asset management, general insurance, banking and health insurance. He has successfully led the largest life insurer in three countries and spent half his career in Asia. Simon was previously a director of the Australian Literacy and Numeracy Foundation and former Chairman of ANZIIF’s Life, Health and Retirement Income Faculty Advisory Board. Simon was the founder and Managing Director of the ASX-listed ClearView Wealth Limited. He retired from Clearview in August 2023.
TRACEY DUVAL
EXECUTIVE DIRECTOR - HEAD OF RESEARCH - FIG
Email: traceyduval@chasecorp.com.au
Phone: (612) 8029 0687
Tracey has been involved in several specialist research projects for Chase over several years, particularly in the US and European Private Equity and Private Credit areas. She has an extraordinary ability to see what others don’t and is a valuable member of the Chase team. Tracey has more than 27 years of experience in various Research and special project roles, including exposure to Technology, Media and Financial Services.
In sourcing various Private Equity opportunities completed over time, Tracey has consistently been a top performer, with her tenacity and determination as some of her key strengths.
DAVID SCHWARTZ
EXECUTIVE DIRECTOR - GLOBAL MARKETS - FIG
Email: davidschwartz@chasecorp.com.au
David has over 16 years of experience across Funds Management, Private Debt, and Private Equity. Originating from the UK, David brings strong analytical skills, including complex structuring, financial modelling, and deep transaction experience, to the team at Chase Corporate Advisory. This includes experience with some of the largest Private Equity and Investment banking firms in the UK and Europe, including time spent at Bear Stearns and Lloyds Banking Group.
David’s primary focus is to assist the team with cross-border opportunities, including LBOs and M&A, and to leverage his strong connections throughout London and the UK to create opportunities for the team.