RECENT TRANSACTIONS

CHASE SUCCESSFULLY ADVISES EQUITAS PARTNERS ON THE SALE TO PRIVATE WEALTH PARTNERS

Chase successfully advises Equitas Partners on the sale to Private Wealth Partners

CHASE CORPORATE ADVISORY SUCCESSFULLY COMPLETES THE TRANSACTION FOR FOCUS FINANCIAL TAKING ITS FIRST EQUITY POSITION IN AN AUSTRALIAN WEALTH BUSINESS

Chase Corporate Advisory completes the transaction for focus financial & MW Lomax.

CHASE ADVISES SFG ON THE ACQUISTION ON LIFE WEALTH & FINANCIAL PLANNING BASED IN MELBOURNE FUA $310M

Chase advises on the acquisition of Life Wealth & Financial Planning Business based in Australia – FUA $310M, which was successfully acquired by Shadforth Financial Group (ASX: SFG)

CHASE SUCCESSFULLY COMPLETE THE ALLEASING DEAL WITH CPE CAPITAL.

Chase successfully complete the Alleasing deal with CPE Capital.

CHASE ADVISES AMP/PIERSBRIDGE WEALTH BUSINESS BASED IN PERTH FUA $350M

Chase advises large Risk/Planning business based in Perth FUA $350m, which was successfully acquired by AMP. (ASX: AMP)

LATEST NEWS

Chase has now acted for and on behalf of more then US$5.1 billion of Capital deployed.

in the last 13 years, we have completed more than 105 deals across various sectors with over AUD$198 Billion of Assets under Management, and more than US$5.1 Billion of Capital deployed.

Chase establishes a US office, CCA Americas Inc, focusing on Asset Management, Wealth Management and Private Markets.

With over 30 years direct experience in Asset Management and over 100 years combined experience in the UK, APAC and the Americas we will be focussed on Asset Management, Private Equity and Debt capital markets, where the team are amongst the most experienced in the sector.