RECENT TRANSACTIONS
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 ON THE ACQUISITION OF CROWE HORWATH LTD (ASX: CRH) TRANSACTION VALUE: $200M
The proposed Scheme of Arrangement under which Findex Australia Pty. Ltd. (“Findex”) will acquire all the shares in Crowe Horwath Australasia Ltd (“Crowe Horwath”) became effective on 18 December 2014
FINANCIAL INDEX & KKR ALLIANCE: TRANSACTION VALUE: $ UNDISCLOSED FUA: $3.5 BILLION
Chase Corporate Advisory acted as lead adviser to Financial Index and Originator, adviser and lead co-ordinator of the KKR Private Equity piece.
LACHLAN WEALTH SALE TO SHADFORTH FINANCIAL GROUP (ASX: SFG) TRANSACTION VALUE: $40 MILLION
Chase successfully completes sale of Lachlan Wealth management and Accounting business to Shadforth Financial Group (ASX: SFG)
ADVISER TO PRINCIPAL/FOUNDER -MID SIZE ACCOUNTING FIRM TRANSACTION VALUE: $8.5M
Adviser to Principal /Founder on the sale of Lomax Financial Group to MW to create MWLOMAX. Transaction Value: $8.5m