RECENT TRANSACTIONS
CHASE ACTS FOR GWP WEALTH ON THE MERGER WITH ECENSIA WEALTH BRINGING THIER AUM TO OVER $3BN
June 26, 2026 — Generation Wealth Group, headquartered in Sydney, has partnered with Esencia Wealth to receive strategic support for GWP’s continued growth. GWP focuses on holistic wealth management and sophisticated planning solutions for high-net-worth individuals and families. Esencia’s deep advisory expertise provides backing to the firm’s management team as it scales effectively while preserving independence.
CHASE ACT FOR ATLANTA BASED BIP WEALTH ON THEIR NEW EQUITY PARTNERSHIP WITH CWC
ATLANTA, GA — February 23, 2026 — BIP Wealth, a Registered Investment Advisor (RIA) headquartered in Atlanta with over $5.5B in assets under management has partnered with Constellation Wealth Capital (CWC) to receive a strategic investment to support BIP’s continued growth. Recently named to Financial-Planning.com’s 2025 Top 150 RIA Fee-only Firms List, as well as the top 3 on the Atlanta Business Chronicle’s 2025 Best Places to Work List for medium-sized companies, BIP Wealth focuses on holistic wealth management and sophisticated planning solutions for high-net-worth individuals and families, institutional clients, and corporate retirement plans. CWC is a partner to growing wealth management firms and known for its flexible, long-term, minority investments. CWC’s deep advisory expertise supports the partner firm’s management team scale effectively, while preserving independence.
CHASE CORPORATE ADVISORY COMPLETES THE SALE OF THE RIVER CAPITAL GLOBAL LIQUID CREDIT FUND
Chase Corporate Advisory successfully completes the sale of the River Capital Global Liquid Credit Fund.The Fund is a sophisticated global credit fund which ultimately sources best of breed ideas from the global liquid credit market.
CHASE CORPORATE ADVISORY SUCCESSFULLY COMPLETES THE ACQUISITION OF MCLEAN DELMO BENTLEY’S TO AZNGA
Chase Corporate Advisory successfully completes the acquisition of Mclean Delmo Bentley’s to AZNGA.This acquisition represents the largest deal for the AZ group since its inception.
CHASE CORPORATE ADVISORY COMPLETES THE SALE OF BARNETT LILLEY & ASSOCIATES
Chase Corporate Advisory successfully completes the sale of Barnett Lilley & Associates. The business has been
been operating for more than 20 years under their own AFSL and we wish the founders all the best in their new endeavors.