Genesys Hobart ($200m FUA) – Acted as the sell side adviser for an institutional shareholder wanting to divest a non-core asset.
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, which was successfully acquired by AMP. (ASX: AMP)
Chase advises on Financial Planning Business based in Melbourne – FUA $310M, which was succesfuly acquired by Shadforth Financial Group (ASX: SFG)