chasecorp advisory

INDUSTRY FOCUS

Asset Management

The global asset management sector continues to face a multitude of challenges and new opportunities. Our clients often engage Chase to assist with the following business objectives:

  • Strategic growth via mergers and acquisition and for offshore clients market entry or exit strategies.
  • Development of a sustainable business model via acquisitions and global distribution partnerships.
  • In-organic strategies to achieve revenue, client or product diversification and growth.
  • Accessing the fragmented global family office segement.
  • Fulfilling an investment capability or asset class gap in their existing portfolio.
  • Discretely manage the time consuming process of finding the right capital or strategic partner to launch a new product, diversify the model and continue to expand the business.
  • Capital raising from private or public markets.
  • Or simply to manage a discrete sale process where confidentiality and minimum disruption to investment professionals are paramount.

Consistently Chase Corporate Advisory’s clients have utilised our M&A, strategic partnerships and or collaboration as the relevant solution to meet these challenges. We have the proven global industry network and more than 100 years combined experience with capital markets and advisory capability to help you overcome the respective challenges. This is evident in the number of opportunities that are currently in the pipeline and have been originated by Chase Corporate Advisory.

Our key differentiation includes:

  • Our Directors have both buy side and sell side experience directly in the Asset Management, Financial Services and Global Private Markets.
  • The Directors of Chase have acquired, operated, and managed portfolio companies globally for over 30 years.
  • Chase has deep sector expertise and specialist, relevant knowledge.
  • Our Directors understand the nature of these ‘People oriented’  businesses and work closely to align interests.

Our discrete and targeted process identifies opportunities that are known to us, which together with our industry experience, allows us to uncover potential new partners and opportunities that may not be present today.

Wealth Management

The wealth management industry is rapidly growing and diversifying, which means that acquiring or selling companies in this industry requires significant expertise and financial decision-making. At Chase Corporate Advisory, we know it is essential to have the right adviser to guide you through this complicated process. Most founders aim to scale their business, so it’s crucial to seek appropriate advice at the right time regarding capital, acquisition opportunities and distribution partners. With over 100 years of combined experience, Chase Corporate Advisory can help you navigate this complex process, ensuring you avoid costly mistakes and maximizing outcomes for your shareholders.

Engaging Chase – Sell Side process is broken down into several important components:

Often, the challenge Founders will face is finding the time to work on the business. The biggest challenge they can face is constant distractions with clients, staff and strategic direction.
Once the decision has been made to take on an equity partner, in our experience, founders often underestimate the time and complexity involved in the process.

Once engaged, Chase will take time to understand your preferred transaction structure and final outcomes, including your negotiable and non-negotiable items.
Chase also needs to understand all the different nuances of your business (revenue structure, profit drivers, client attributes, proposition, platforms utilised, etc.) to ensure that only acquirers who can manage this opportunity are brought into the process.

Once we have a deep understanding of your requirements, Chase will enter meaningful negotiations with those groups with the objective of receiving a Non-Binding Indicative Offer or Term sheet that meets your pre-stated objectives.

Chase will then assist you through the due diligence and legal process with a panel of lawyers. This ensures you not only achieve the transaction outcome you are expecting but are also adequately protected (e.g., warranties, restraints, etc.) from potential unforeseen situations that could arise during the earn-out period.

Chase is a company that handles the entire process of acquiring and selling, from start to finish, ensuring that the value is maximized during the earn-out periods. They have a team that has managed a significant number of Wealth Management transactions globally and understands the complexities involved. This track record of results is an immediate benefit to clients, leading to a transparent and successful transaction for all parties involved. Chase has experience in acting on both the buy-side and sell-side for large institutions, private companies, and private equity firms looking to expand into this sector. They have a depth of knowledge unmatched in this field, enabling you to benefit from their experience.

Global Private Equity

Chase Corporate Advisory has strong relationships with the top 100 Global Private Equity firms looking for opportunities within Private Markets, Financial Services, Technology and Real Estate.

Chase is able to originate, design and construct opportunities that are strategically aligned to the dynamics of these various sectors. Chase has unrivalled experience in this area within our chosen target market.

Our sensible and pragmatic approach to creating and presenting opportunities to parties that are well known to us is based on extensive experience. This approach enables us to partner with a broad range of investors encompassing leveraged buyouts, growth capital, and strategic partners which may include 100% equtiy trasaction.

We look for investment opportunities where we can apply our unique combination of capital, operational expertise and industry knowledge, and where we know the existing  management team have the ability to grow the business. We understand and acknowledge the need to be flexible regarding deal structure enabling our clients to benefit from our experience irrespective of the capital structure. Our Private Equity and Family Office Partners have a mandate to invest within Australia, New Zealand, the United States, and the United Kingdom.

We are proud of our track record in this sector which ranges from the middle market to larger, more complex transactions.

Private Markets -Strategic Partners

Over the last ten years, there has been a significant increase in demand for private markets and real assets in the US, Canada, and Europe, particularly from strategic partners. Our strategy is to focus on meeting our client’s needs, including expanded GP commitment, seed capital for new funds and special situations, and equity in the Management company to help with growth via permanent capital. We deal with the majority of quality strategic partners via a buy-side mandate, working closely with them to ensure we don’t waste time looking at opportunities that will never get off the ground.

The constant change in the GP/LP landscape in Credit and Equity-based solutions continues to be a major driver for these long-term partnerships. We have received feedback from many large and small Private Credit and Private Equity firms, who are not inclined to waste time reviewing the global market in search of the right partner. Our role is to do this for them via a buy-side mandate, and we either work with the manager directly or their appointed adviser, ensuring that all strategic requirements are met.

We have completed many deals in this concentrated market, and our combined expertise spans more than 100 years of acquiring, building, and exiting these global opportunities. Our typical client target ranges in size from $500 million in Assets under management to circa $10 billion. We understand and recognize the relationship of trust that exists between the business and its clients, and we ensure that we understand the needs of these clients as well as key stakeholders to make certain the cultural attributes remain. Future planning and succession, and/or the eventual exit, is critical. An experienced advisor can help map out the future, identifying the issues beforehand, therefore enabling you to work out the optimal way to address these aspects going forward.

Absolute confidentiality is also equally important; Chase can help you review the options available, including minority equity and distribution that fits current and future demand.

We are well-placed to oversee a successful transaction from origination to execution. Chase has a track record of success that spans more than 30 years across various jurisdictions.