RECENT TRANSACTIONS

Chase successfully originates the Escala Partners deal

CHASE SUCCESSFULLY ORIGINATES THE ESCALA PARTNERS DEAL

Chase Corporate Advisory successfully introduced the Escala Partners deal via origination only. This was introduced via Greg Quinn back in 2017 and finally completed in April 2019. Well done Greg!

Chase successfully completes the partial sale of Daintree Capital to Perennial Investment Management Limited

CHASE SUCCESSFULLY COMPLETES THE PARTIAL SALE OF DAINTREE CAPITAL TO PERENNIAL INVESTMENT MANAGEMENT LIMITED

Chase Corporate Advisory successfully completes the capital raise and partial sale of Daintree Capital to Perennial Investment Management Limited

Chase successfully completes the MyState Financial Planning sale (ASX: MYS)

CHASE SUCCESSFULLY COMPLETES THE MYSTATE FINANCIAL PLANNING SALE (ASX: MYS)

Chase Corporate Advisory successfully completes the sale of MyState’s Financial Planning business (ASX: MYS) which was purchased by Fiducian Financial Services. (ASX: FID)

Chase successfully advises Cullen Private Wealth on the sale to Sterling Planners (Az NGA)

CHASE SUCCESSFULLY ADVISES CULLEN PRIVATE WEALTH ON THE SALE TO STERLING PLANNERS (AZ NGA)

Chase would like  to congratulate Damien Cullen (Cullen Private Wealth), Brent Hutton and Nic Blakemore (Sterling Planners) on the recently completed sale of Cullen Private Wealth to Sterling Planners. This transaction brings two high quality business together in the North Sydney advice market.

Chase successfully advises Piccadilly Financial Group on the merger with Affinity Wealth

CHASE SUCCESSFULLY ADVISES PICCADILLY FINANCIAL GROUP ON THE MERGER WITH AFFINITY WEALTH

Chase would like to congratulate Trevor Satill and Brad McGuirk (Piccadilly Financial Group) and Keith Jones and Kate Golder (Affinity Wealth) on the recently completed merger of their two respective companies. This transaction brings two large, high net worth client focussed, self-licensed advice business together in the Sydney CBD advice market.