OUR SERVICES

MERGERS AND ACQUISITIONS

Our dedicated M&A team provides strategic, ‘industry-relevant’ advisory expertise, strong technical knowledge, and an execution mindset. Our senior M&A team averages over 30 years of experience working with public and private companies in the US, Canada, the United Kingdom, Europe, and Australia.

We provide our clients with access to Global Institutions, Private Equity and significant Private family offices, together with founders and CEOs of assets that are often considered ‘not for sale’. Our mission is to provide expert advice and services to our clients to help them make complex and strategic M&A decisions. These services include:

Buy-side Advisory
We have a strong record of successful buy-side advisory engagements in relation to public or private target companies. We can advise interested acquirers or strategic partners on attractive opportunities through our local and global network of relationships. In representing acquiring companies, we utilize our deep market knowledge and sector experience to help clients maximize value through innovative deal structuring and sound research. In addition, we provide strategic advice to significant shareholders wanting to be informed about competitors and the complexity of the transactions being brought to the table.

Sell-side Advisory
Leveraging our independence and lack of conflicts, we have a 95% completion rate and a strong track record in sell-side advisory roles. Acting for target companies or shareholders looking to sell equity, we can operate at the heart of any process, assist in negotiations, and give impartial and objective advice. Chase believes the key to a successful transaction is ensuring a robust process that ensures efficiency, value, and structure for the shareholders involved.

Corporate Transactions and Restructuring 

Chase Corporate Advisory assists our clients with structuring and modifying their capital structure, including a variety of specialized corporate financing options and transactions, including spin-offs and split-offs, creating and unwinding joint ventures, minority recapitalizations, leveraged recapitalizations, ‘public to private’ transactions, and management buyout transactions.

STRATEGIC ADVISORY

Our Directors have deep transactional experience across the most complex public and private companies, including deep cross boarder -multi channel experience. Our relationship-based approach with our clients mean that our focus and expertise extends far beyond traditional investment banking advisory services. We look to add value to our clients not only in transactions that are not publicly known, but also during the majority of the time when their focus is on managing their existing business and exploring opportunities to expand. Our deep experience in the understanding of how these segments work at operational level and ownership is key to delivering growth, in fact we won’t accept a mandate unless we are sure we can add value. Our advisory board is made up of the most experienced capital markets, tax and legal team in the country with decades of experience which inevitably assists in building long lasting relationships and assist in delivering a result for our clients.

CAPITAL RAISING

Specifically, our services include:
Our firm advises clients on capital raising and positioning in the US and APAC regions, often in relation to new funds, spin-offs, split-offs, and general M&A advisory.

Structuring and raising debt and equity capital, including senior debt, junior debt, mezzanine capital, and asset-based lending, which will include sponsor-led equity for clients.

The knowledge gained from over 100 years of combined experience in acquiring, structuring, and managing opportunities in Wealth, Credit, and Private Equity is our added value for clients today.

“Our approach at Chase Corporate Advisory involves a thorough understanding of our client’s strategic goals in the long run, coupled with an execution mindset that yields the most appropriate solution. We ensure that the terms achieved by our clients provide financial flexibility to operate in any economic environment.

DIVESTMENTS

Chase Corporate Advisory provides a full suite of restructuring advisory services to companies, boards, shareholders, and other stakeholders. We are committed to providing senior level attention and independent advice to assist our clients in addressing their most complex capital structure issues. Consistent with Chase’s strategic advisory approach, our business distinguishes itself by providing advice to our clients at their most critical and transformational points.

Specifically, our services include:

  • Asset divestment
  • Capital structure evaluation
  • Financings
  • Debt Capacity and Valuation analysis

PRIVATE EQUITY

Our Partner firms are institutions from around the globe, many of whom are now multi fund investors within various opportunities that Chase has originated. Chase Corporate Advisory has delivered numerous successful opportunities ranging from mature businesses to ‘roll up’ and consolidation opportunities within asset management, financial services, credit, and the technology landscape.

We are able to originate, design and construct opportunities that are strategically aligned to changing dynamics in the sector as we have unrivalled experience in our chosen market.

Our sensible and pragmatic approach to creating and presenting opportunities to parties that are well known to us is based on knowledge, and trust. This approach enables us to partner with a broad range of Domestic and International investors encompassing LBO, MBO and strategic growth capital opportunities.

Chase Corporate Advisory is proud of its successful track record of partnering with top tier management teams, and sharing the rewards of  success in developing and growing these business models.