RECENT TRANSACTIONS

Chase Advises Aurum Financial Planning on the sale/merger with Twilight Financial Planning

CHASE ADVISES AURUM FINANCIAL PLANNING ON THE SALE/MERGER WITH TWILIGHT FINANCIAL PLANNING


Chase sucessfully completes the sale of No More Practice Education to OneVue Holdings Limited

CHASE SUCESSFULLY COMPLETES THE SALE OF NO MORE PRACTICE EDUCATION TO ONEVUE HOLDINGS LIMITED


Chase successfully advises Equitas Partners on the sale to Private Wealth Partners

CHASE SUCCESSFULLY ADVISES EQUITAS PARTNERS ON THE SALE TO PRIVATE WEALTH PARTNERS

Chase successfully advises Equitas Partners on the sale to Private Wealth Partners (March 2018)

Chase would like to congratulate both Robert MacLean (Equitas Partners, Financial Planning) and Anthony Smith (Private Wealth Partners, Financial Planning) on the recently completed sale/acquisition of Equitas Partners by Private Wealth Partners. This transaction brings together two quality financial planning firms in North Sydney with a focus on high net worth families.

The team at Chase wishes both Robert MacLean and Anthony Smith every success in their newly merged financial planning business.

Chase, successfully advises Natixis Global Asset Mgt on the Investors Mutual Limited acquisition. FUM $9 Billion

CHASE, SUCCESSFULLY ADVISES NATIXIS GLOBAL ASSET MGT ON THE INVESTORS MUTUAL LIMITED ACQUISITION. FUM $9 BILLION

Chase Corporate Advisory successfully advises Natixis Global Asset Management on the Investors Mutual Limited acquisition form Pacific Current Group (ASX: PAC) The transaction completed on the 4th October, 2017.

Chase successfully advises Australian Financial Planning Group (AFPG) on the acquisition of Leon Falk Financial Services.

CHASE SUCCESSFULLY ADVISES AUSTRALIAN FINANCIAL PLANNING GROUP (AFPG) ON THE ACQUISITION OF LEON FALK FINANCIAL SERVICES.

Australian Financial Planning Group is a large self-licensed wealth business with offices in both Sydney and Melbourne, the acquisition of the Leon Falk Financial Services business provides additional scale and capability to their Sydney office. (August 2017)