RECENT TRANSACTIONS

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)

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.

 

Chase advises the non-institutional shareholders of ipac SA on the sale to amp.

CHASE ADVISES THE NON-INSTITUTIONAL SHAREHOLDERS OF IPAC SA ON THE SALE TO AMP.

Chase Corporate Advisory successfully completes the sale of the ipac SA business, one of the oldest in the network (established 1978) and largest ($1.5 billion+ FUA) financial planning firms in Adelaide to amp.

 

Chase completes partial sale of Hunter Hall to Washington H. Soul Pattinson

CHASE COMPLETES PARTIAL SALE OF HUNTER HALL TO WASHINGTON H. SOUL PATTINSON

Chase Corporate Advisory successfully advised Peter Hall (Hunter Hall ASX : HHL) on a part equity sell down to Washington H. Soul Pattinson

Chase successfully advises Westwood Group on the sale to MW Lomax

CHASE SUCCESSFULLY ADVISES WESTWOOD GROUP ON THE SALE TO MW LOMAX

Chase Corporate Advisory successfully advised the shareholders of Westwood Group, Financial Planning  (Dominic Cronk, Rebecca Stacey, Peter Roswell, Brendon Alford) on the sale to MW Lomax Accounting Group. This sale/transaction brings two large self-licensed business together with offices now in Sydney, Melbourne and Brisbane backed by New York based Focus Financial Partners.

www.afr.com/business/banking-and-finance/financial-services/new-yorks-focus-financial-partners-13b-midtier-warchest-20170310-guvmpm