RECENT TRANSACTIONS
CHASE SUCCESSFULLY ADVISES CULLEN PRIVATE WEALTH ON THE SALE TO STERLING PLANNERS (AZ NGA)
Chase would like to congratulate Cullen Private & Sterling Planners on the recently completed sale of Cullen Private Wealth. This transaction brings two high-quality businesses for continued scale in the Australian private wealth market.
CHASE SUCCESSFULLY ADVISES TA ASSOCIATES ON THE ACQUISITON OF THE GOLDMAN SACHS ASSET MANAGEMENT BUSINESS IN AUSTRALIA – FUM $8 BILLION
Chase Corporate Advisory successfully advises TA Associates on the acquisition of the Goldman Sachs Asset Management buisness in Australia. (Yarra Capital) This is the first Asset Management deal in Australia for the US Private Equity firm.
CHASE ADVISES ON THE SALE OF SFG TO IOOF. TRANSACTION VALUE: $636 MILLION. (ASX: SFG)
Chase Corporate Advisory advises Tony Fenning and SFG on the successful sale to IOOF. (Now Insignia Financial)
CHASE ADVISES BENNELONG GROUP ON THE ACQUISITION OF A MACQUARIE LIFT OUT.
Chase Advises Bennelong Group on the acquisition of a Macquarie lift-out. A Senior Macquarie Private Wealth team joins Bennelong Wealth Partners poised for growth.
Bennelong Wealth Partners is an incubator of fast-growing private wealth businesses across APAC.
CHASE SUCCESSFULLY COMPLETES THE SALE OF HUNTER HALL INVESTMENTS TO WASHINGTON H. SOUL PATTINSON. (ASX: HHL)
Chase Corporate Advisory successfully advised Peter Hall & Hunter Hall on the equity sale to Washington H. Soul Pattinson ASX: HHL