RECENT TRANSACTIONS

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)

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