RECENT TRANSACTIONS

Acted for HFA Holdings Limited (ASX : HFA) on the sale of Certitude Global Investments

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

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

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

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 -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