RECENT TRANSACTIONS

Sell side adviser for an institutional shareholder wanting to divest a non-core asset.

SELL SIDE ADVISER FOR AN INSTITUTIONAL SHAREHOLDER WANTING TO DIVEST A NON-CORE ASSET.

Genesys Hobart ($200m FUA) – Acted as the sell side adviser for an institutional shareholder wanting to divest a non-core asset.

Buy side adviser to the principal of a financial planning business to complete a management buyout

BUY SIDE ADVISER TO THE PRINCIPAL OF A FINANCIAL PLANNING BUSINESS TO COMPLETE A MANAGEMENT BUYOUT

Parkside Investor Solutions ($300m FUA) – Acted as the buy side adviser to the principal of a financial planning business to complete a management buyout of an institutional shareholder so as to retain 100% ownership of the business.

Chase advises large Risk/Planning business based in Perth FUA $350m

CHASE ADVISES LARGE RISK/PLANNING 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)

Chase advises on Financial Planning Business based in Melbourne FUA $310M

CHASE ADVISES ON FINANCIAL PLANNING BUSINESS BASED IN MELBOURNE FUA $310M

Chase advises on Financial Planning Business based in Melbourne – FUA $310M, which was succesfuly acquired by Shadforth Financial Group (ASX: SFG)

Chase advises a boutique Accounting practice based in Melbourne

CHASE ADVISES A BOUTIQUE ACCOUNTING PRACTICE BASED IN MELBOURNE

Chase advises a boutique Accounting practice based in Melbourne which was successfully acquired by Shadforth Financial Group (ASX: SFG)