RECENT TRANSACTIONS

CHASE SUCCESSFULLY ACTED FOR HFA HOLDINGS LIMITED (ASX : HFA) ON THE SALE OF CERTITUDE GLOBAL INVESTMENTS

Chase acted for HFA Holdings Limited (ASX : HFA) on the sale of Certitude Global Investments: Transaction Value: $ undisclosed.

CHASE ADVISES KKR ON THE CENTRIC WEALTH DEAL – TRANSACTION VALUE: $130M

Chase successfully advises KKR special situations fund on the Centric Wealth transaction, the enterprise value was $130M.

CHASE ACTS AS SELL SIDE ADVISOR FOR THE SELECT GROUP

Chase acted as lead Sell Side advisor for the Select Group. The transaction involved working with multiple shareholders and two major businesses in asset management and corporate trustee business.

CHASE SUCCESSFULLY COMPLETES THE WESTWOOD GROUP ASSET MANAGEMENT SALE

Chase Corporate Advisory successfully advised the shareholders of Westwood Group on the sale. This transaction brings two large self-licensed businesses 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

CHASE ADVISES SHADFORTH FINANCIAL GROUP ON THE ACQUISITION OF LACHLAN PARTNERS (ASX: SFG) TRANSACTION VALUE: $40 MILLION

Chase successfully completes the sale of Lachlan Wealth Management to Shadforth Financial Group (ASX: SFG)

LATEST NEWS

Chase acts for BIP Wealth (US) on the new equity partneship with Chicago based CWC

ATLANTA, GA — February 23, 2026 — BIP Wealth, a Registered Investment Advisor (RIA) headquartered in Atlanta with over $5.5B in assets under management has partnered with Constellation Wealth Capital (CWC) to receive a strategic investment to support BIP’s continued growth. Recently named to Financial-Planning.com’s 2025 Top 150 RIA Fee-only Firms List, as well as the top 3 on the Atlanta Business Chronicle’s 2025 Best Places to Work List for medium-sized companies, BIP Wealth focuses on holistic wealth management and sophisticated planning solutions for high-net-worth individuals and families, institutional clients, and corporate retirement plans. CWC is a partner to growing wealth management firms and known for its flexible, long-term, minority investments. CWC’s deep advisory expertise supports the partner firm’s management team scale effectively, while preserving independence.

Chase has now acted for and on behalf of more then US$5.9 billion of Capital deployed.

in the last 15 years, we have completed more than 110 deals across various sectors with over AUD$205 Billion of Assets under Management, and more than US$5.9 Billion of Capital deployed.