RECENT TRANSACTIONS

Acted for AMP on a Disposal of a Wealth Management Business (ASX: AMP) Transaction Value: $ undisclosed

ACTED FOR AMP ON A DISPOSAL OF A WEALTH MANAGEMENT BUSINESS (ASX: AMP) TRANSACTION VALUE: $ UNDISCLOSED

Chase acted for AMP (ASX: AMP) on a Disposal of a Wealth Management Business based in Sydney  Transaction Value: $ undisclosed. The business was successfully acquired by a private  company also based in Sydney looking to expand its operations.

Sell Side Advisor for Select Group

SELL SIDE ADVISOR FOR 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 Corporate Advisory successfully completes the sale of Melrose Partners to ERY.

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

Chase Corporate Advisory successfully completes the sale of Melrose Partners to ERY, the combined mid-tier firm will have in excess of 20 staff, in 2 locations and their focus is on the HNW space.

 

Chase Advises on the Centric Wealth Deal – Transaction Value: $130M

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

Chase successfully advises on the Centric Wealth transaction, the enterprise value was $130M and completed February 2014.

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