RECENT TRANSACTIONS

Chase advises NAB on the sale of Pengana Holdings Limited.

CHASE ADVISES NAB ON THE SALE OF PENGANA HOLDINGS LIMITED.

Chase Corporate Advisory successfully completed a full process with the sale of Pengana Holdings Limited to Washington H. Soul Pattinson. The process undertook an international search for the right strategic partner.

 

Chase successfully originates the acquisition of Goldman Sachs Asset Management business in Australia – FUM $8 Billion

CHASE SUCCESSFULLY ORIGINATES THE ACQUISITION OF GOLDMAN SACHS ASSET MANAGEMENT BUSINESS IN AUSTRALIA – FUM $8 BILLION

Chase Corporate Advisory successfully advises on the Goldman Sachs Asset Management Australia deal. This is the first asset management deal in Australia for the US Private Equity company.

Chase Corporate Advisory successfully completes the sale of Domane Financial Advisers to AZ Next Generation Advisory Group. FUA $230M

CHASE CORPORATE ADVISORY SUCCESSFULLY COMPLETES THE SALE OF DOMANE FINANCIAL ADVISERS TO AZ NEXT GENERATION ADVISORY GROUP. FUA $230M

Chase Corporate Advisory successfully completes the sale of Domane Financial Advisers to Wise Planners, part of the AZ Next Generation Advisory Group. FUA $230M

Chase Corporate Advisory successfully completes the sale of Melrose Partners to ERY.

CHASE CORPORATE ADVISORY SUCCESSFULLY COMPLETES THE SALE OF MELROSE PARTNERS TO ERY.

Chase Corporate Advisory successfully completes the sale of Melrose Partners to ERY, the combined mid-tier firm will have in excess of 20 staff, in 2 locations and their focus is on the HNW space.

 

Chase Corporate Advisory successfully completes another transaction for MW Lomax by introducing a US led consortium in taking an equity position.

CHASE CORPORATE ADVISORY SUCCESSFULLY COMPLETES ANOTHER TRANSACTION FOR MW LOMAX BY INTRODUCING A US LED CONSORTIUM IN TAKING AN EQUITY POSITION.

Chase Corporate Advisory completes another transaction for Jon White of MW Lomax, Jon and the team are now well poised for growth.