RECENT TRANSACTIONS

Chase Corporate Advisory successfully completes the sale of Domane Financial Advisers to AZ Next Generation Advisory Group. Completed in August 2016. FUA $230M

CHASE CORPORATE ADVISORY SUCCESSFULLY COMPLETES THE SALE OF DOMANE FINANCIAL ADVISERS TO AZ NEXT GENERATION ADVISORY GROUP. COMPLETED IN AUGUST 2016. FUA $230M

Chase Corporate Advisory successfully completes the sale of Domane Financial Advisers in August 2016 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 in September 2016.

CHASE CORPORATE ADVISORY SUCCESSFULLY COMPLETES THE SALE OF MELROSE PARTNERS TO ERY IN SEPTEMBER 2016.

Chase Corporate Advisory successfully completes the sale of Melrose Partners to ERY in September 2016. 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. Completed in May 2016.

CHASE CORPORATE ADVISORY SUCCESSFULLY COMPLETES ANOTHER TRANSACTION FOR MW LOMAX BY INTRODUCING A US LED CONSORTIUM IN TAKING AN EQUITY POSITION. COMPLETED IN MAY 2016.

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

Chase Corporate Advisory successfully advises Pinnacle Investment Management on the sale of Sigma Funds management to AZ International Holdings “Azimut”

CHASE CORPORATE ADVISORY SUCCESSFULLY ADVISES PINNACLE INVESTMENT MANAGEMENT ON THE SALE OF SIGMA FUNDS MANAGEMENT TO AZ INTERNATIONAL HOLDINGS “AZIMUT”

Chase Corporate Advisory successfully advises CEO Ian Macoun Pinnacle Investment Management on the sale of Sigma Funds management to Italian giant AZ International Holdings “Azimut” April 2016

Chase Corporate Advisory successfully advises Alan Littley on the sale of his Financial Planning business FUA $400M

CHASE CORPORATE ADVISORY SUCCESSFULLY ADVISES ALAN LITTLEY ON THE SALE OF HIS FINANCIAL PLANNING BUSINESS FUA $400M

Chase Corporate Advisory successfully completes the sale of Alan Littley’s Financial Planning business in April 2016 – FUA $400M