Congratulations to Simon Phillips and Brendan Downes of Aurum Planning on the successful merger with Twilight Financial Planning. This brings together 2 independent firms focused on great client outcomes. Chase Corporate Advisory advised Simon and Brendan on the transaction which was completed in April 2018.
Congratulations to No More Practice Education (NMPE) founder Vanessa Stoykov and CEO Marcus Field on the successful sale to OneVue Holdings Limited. Chase Corporate Advisory advised Vanessa and Marcus on the deal and wish them every success in the future. (April 2018)
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 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.
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)