Chase has now acted for and on behalf of more then US$5.1 billion of Capital deployed.

To name just a few in Wealth Management & Asset Management;

– Acquisition of Investors Mutual Limited for Natixis Investment Managers US.
– Acted for NAB on the sale of Pengana Capital to Private Equity firm -WHSP.
– Acquisition of Findex Wealth for KKR.
– Acquisition of Crowe Howarth LTD for KKR.
– Acquisition of Centric Wealth for KKR Special Situations Fund.
– Acquisition of McLean Delmo Bentley for AZIMUT.
– Acquisition of Escala Wealth for Focus Financial.
– Acquisition of Goldman Sachs Asset Management for TA Associates.
– Sale of the River Capital Liquid Credit Fund on behalf of River Capital.
– Acquisition of Sigma Funds Management on behalf of Pinnacle Investment Management.
– Acted for UBS on multiple Wealth management deals.
– Acquisition of Priority Wealth for Perpetual Limited.
– Sale of Alleasing on behalf of Champ Private Equity.
– Acquisition of Certe Wealth for AZIMUT.
– Acted for Bennelong Funds Management on a Macquarie Group Team lift-out.
– Acquisition of Socius Wealth by AMP Limited.